Will (on behalf of Bob)'s questions to Balchem Corp (BCPC) leadership • Q1 2025
Question
An analyst, Will, asked for more detail on the secondary impacts of tariffs and trade disputes, specifically questioning where Balchem is most exposed. He also requested an update on the status of the anti-dumping case filed in the EU against Chinese competitors.
Answer
Chairman, President and CEO Ted Harris responded that Balchem is well-positioned to manage direct impacts on raw material imports through supply chain flexibility and pricing actions, citing past success during post-COVID inflation. He identified the primary risk as a potential slowdown in global demand, but noted the company's historical resilience. Regarding the EU anti-dumping case, Harris stated there is no formal update, but a decision is expected within 3-6 months. He added that the case is expected to be judged on its own merits, independent of the broader global trade environment.