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Financial Data and Key Metrics Changes - The company reported headline revenue growth of 17% and adjusted EPS growth of 46% in Q2 FY 2026, with revenue reaching $164.2 million, up 16.7% from $140.7 million in the prior year quarter [4][13] - Net income increased to $12.2 million from $9.3 million in the prior year quarter, driven by growth in higher margin offshore regions and reduced SG&A expenses as a percentage of revenue [16][17] - Fully diluted EPS rose to $0.83, a 45% increase from $0.57 in the prior year quarter, supported by strong operating performance and fewer diluted shares outstanding [17][19] Business Line Data and Key Metrics Changes - Revenue growth was primarily driven by the health tech vertical, which grew by 35.1%, travel, transportation, and logistics by 20.2%, and retail and e-commerce by 17.2% [14] - The telecommunications vertical saw a decline of 23.1%, marking it as one of the smallest verticals [15] - Health tech now accounts for 17.4% of total revenue, up from 15.1% in the prior year quarter, while telecommunications decreased to 8.7% from 13.1% [20][21] Market Data and Key Metrics Changes - Offshore revenues grew by 16.2% compared to the prior year quarter, comprising 52.3% of total revenue, while onshore revenues expanded to 24% of total revenue from 22% [15][16] - The company continues to win and grow in all geographic markets, with a focus on higher-margin offshore delivery locations positively impacting bottom-line results [15] Company Strategy and Development Direction - The company is focused on expanding its AI capabilities and strategic investments in high-margin verticals, positioning itself as a leader in AI-powered customer experience [9][10] - The recent promotion of Mike Darwal to Chief AI and Digital Officer reflects the company's commitment to enhancing its AI leadership [10][12] - The company aims to maintain a structurally sound business model with a focus on market-leading growth, expanding margins, and strong cash flow generation [11] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to maintain momentum in the second half of FY 2026, with expectations to raise revenue and adjusted EBITDA guidance [25][26] - The company anticipates a more consistent revenue flow throughout the fiscal year, moving away from historical seasonal spikes [33] Other Important Information - The company achieved a record adjusted EBITDA of $20.7 million, or 12.6% of revenue, reflecting growth in higher-margin offshore locations and services [18][25] - Capital expenditures increased to $11.7 million, or 7.1% of revenue, driven by expansion in offshore regions [22][23] Q&A Session Summary Question: Demand and impact of AI on the industry - Management highlighted that the company has established itself as an AI leader, which aids in winning new clients and enhances operational execution, contributing to market share growth [28][30] Question: Changes in revenue patterns due to business mix - Management noted that the mix shift towards higher-margin verticals may lead to a more consistent revenue flow throughout the year, reducing the historical seasonal decline [32][34] Question: Gross margins and operating expenses - Management acknowledged that while gross margins have decreased year-over-year, SG&A expenses are growing at a slower rate than revenue, indicating operational efficiency [35][36]

IBEX (NasdaqGM:IBEX) Q2 2026 Earnings call February 05, 2026 04:30 PM ET Company ParticipantsBob Dechant - CEO and DirectorGreg Bradbury - Head of Investor RelationsTaylor Greenwald - CFOConference Call ParticipantsDavid Koning - Senior Research AnalystOperatorWelcome to the ibex second quarter FY 2026 earnings conference call. At this time, all participants are in a listen-only mode. Please be advised that today's conference is being recorded. After the speaker's presentation, there will be a question-and- ...

Core Insights - The company reported strong fiscal second-quarter results, highlighting record revenue and earnings, with a revenue increase of 16.7% year-over-year to $164.2 million and adjusted EBITDA reaching a record $20.7 million, representing 12.6% of revenue [3][4][6] Financial Performance - Adjusted net income rose to $12.8 million from $9.6 million, and adjusted diluted EPS increased to $0.87 from $0.59 [1] - Net income for the quarter was $12.2 million, compared to $9.3 million a year ago, with fully diluted EPS at $0.83, up from $0.57 [2] - The company raised its full-year revenue guidance to $620–630 million, up from $605–620 million, and adjusted EBITDA guidance to $80–82 million, up from $78–81 million [16] Revenue Growth Drivers - Growth was driven predominantly by strength in health tech, which grew by 35.1% and is on track to reach approximately $100 million by year-end [5][6] - Digital and omnichannel services accounted for 82% of total revenue, growing 19% year-over-year [7] - The telecom vertical fell below 10% of revenue for the first time since the company's IPO, attributed to lower volume from legacy carriers [9] Capital Deployment and Cash Flow - Capital expenditures increased to $11.7 million, representing 7.1% of revenue, from $4.3 million (3.1%) a year ago, primarily for offshore expansion [14] - The company reported net cash from operations of $6.6 million for the quarter, up from $1.1 million in the prior-year period [13] - Free cash flow was an outflow of $5.1 million, compared to an outflow of $3.2 million in the prior-year quarter [14] Strategic Initiatives - The company is investing in artificial intelligence and expanding offshore delivery capabilities, with nearly 1,000 agents in India [10][11] - IBEX's AI offerings are designed to enhance client-facing solutions and improve internal processes, supporting operational execution and new client acquisitions [10] Client and Vertical Mix - The largest client accounted for 10% of second-quarter revenue, with the top five, top ten, and top twenty-five clients representing 39%, 57%, and 79% of revenue, respectively [7] - Vertical contributions included health tech at 17.4% of revenue, travel and logistics at 14.1%, and telecommunications at 8.7% [8][19]

IBEX (NasdaqGM:IBEX) Q2 2026 Earnings call February 05, 2026 04:30 PM ET Speaker3Welcome to the ibex second quarter FY 2026 earnings conference call. At this time, all participants are in a listen-only mode. Please be advised that today's conference is being recorded. After the speaker's presentation, there will be a question-and-answer session. To ask a question, please press star one one on your telephone and wait for your name to be announced. To withdraw your question, please press star one one again. T ...

Built for what's next. ibex Q2 FY2026 Earnings Call February 5, 2026 Bob Dechant, CEO Disclaimer This presentation includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements contained in this presentation, other than statements of historical facts, are forward-looking statements. The words "believe," "estimate," "expect," "may," "will" and similar expressions are intended to identify forward-looking statements. Such forward- looking stateme ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _______________________ FORM 10-Q _______________________ (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2025 or o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from_____________to______________ Commission File Number: 001-38442 _______________________ IB ...

Exhibit 99.1 IBEX Reports Record Quarterly Revenue and EPS, Raises Fiscal Year Guidance WASHINGTON, DC— February 5, 2026 —IBEX Limited ("ibex"), a leading provider in global business process outsourcing and end-to-end customer engagement technology solutions, today announced financial results for its second fiscal quarter ended December 31, 2025. Non-GAAP adjusted EBITDA Cash Flow and Balance Sheet | | | | | Three Months Ended December 31, | | | | | Six Months Ended December 31, | | | | --- | --- | --- | -- ...

Core Insights - IBEX Limited reported strong financial results for the second fiscal quarter ended December 31, 2025, with significant revenue and earnings growth, reflecting the company's operational excellence and market share gains [1][4]. Financial Performance - Revenue reached $164.2 million, a 16.7% increase from $140.7 million in the same quarter last year [2][5]. - Net income rose to $12.2 million, up 31.8% from $9.3 million in the prior year quarter, with a net income margin of 7.4%, an increase of 80 basis points [2][8]. - Adjusted net income was $12.8 million, a 33.0% increase from $9.6 million year-over-year, with an adjusted net income margin of 7.8%, up 100 basis points [2][14]. - Adjusted EBITDA increased by 25.2% to $20.7 million, with an adjusted EBITDA margin of 12.6%, up 80 basis points [2][14]. Earnings Per Share - Diluted earnings per share increased to $0.83, a 44.9% rise from $0.57 in the prior year quarter [2][14]. - Adjusted earnings per share grew by 46.3% to $0.87 compared to $0.59 in the same quarter last year [2][14]. Growth Drivers - The revenue growth was primarily driven by strong performance in key verticals: HealthTech (+35.1%), Travel, Transportation and Logistics (+20.2%), and Retail & E-commerce (+17.2%) [5]. - The company emphasized its leadership in deploying AI solutions, enhancing operational efficiency and customer engagement [4][10]. Future Outlook - IBEX raised its fiscal year revenue guidance to a range of $620 to $630 million, up from the previous range of $605 to $620 million, and adjusted EBITDA guidance to $80 to $82 million, up from $78 to $81 million [15][11].

Core Insights - ibex has been recognized as one of the Top 10 Best Places to Work for Service Professionals in the Caribbean and Central America, highlighting its exceptional workplace culture and employee experience [1][10] - The company has achieved the Great Place to Work Certification five times in Nicaragua, including in 2025, reflecting its commitment to employee satisfaction and engagement [1][2] Company Growth and Strategy - ibex Nicaragua has expanded its workforce to over 2,200 employees, driven by strong client demand and strategic diversification into sectors such as technology, utilities, gaming, and waste management [2] - The company is celebrating its 10th anniversary and continues to strengthen its operations in Nicaragua, Honduras, and Jamaica, positioning itself as a leader in the business process outsourcing (BPO) industry [2][4] Employee Development and Workplace Culture - ibex emphasizes a comprehensive approach to employee development, offering modern facilities, dedicated learning centers, and open collaboration spaces to foster a positive work environment [3] - The company is recognized for its competitive compensation and career advancement opportunities through training and development programs, which contribute to a better employee experience and, consequently, a better customer experience [3][4] Industry Position and Commitment - ibex operates approximately 30 facilities globally and manages nearly 170 million customer interactions annually, leveraging a diverse team of over 36,000 employees and advanced technology [6][7] - The company is committed to investing in its workforce, driving innovation, and creating meaningful career opportunities, reinforcing its status as an employer of choice in the region [4][6]