Core Insights - IBEX Limited reported strong financial results for the first fiscal quarter ended September 30, 2025, with significant revenue and earnings growth, indicating a robust performance in the business process outsourcing (BPO) sector [1][4]. Financial Performance - Revenue reached $151.2 million, a 16.5% increase from $129.7 million in the same quarter of the previous year [2][5]. - Net income rose to $12.0 million, up 59.9% from $7.5 million year-over-year, with a net income margin of 8.0%, an increase of 220 basis points [2][8]. - Adjusted net income was $13.1 million, a 45.4% increase from $9.0 million in the prior year [2][14]. - Adjusted EBITDA increased to $19.5 million, reflecting a 24.9% growth from $15.6 million in the previous year, with an adjusted EBITDA margin of 12.9%, up 90 basis points [2][30]. - Diluted earnings per share (EPS) grew 91.4% to $0.82, while adjusted diluted EPS increased 74.1% to $0.90 [2][7]. Revenue Drivers - The revenue growth was primarily driven by strong performance in key verticals: Retail & E-commerce (+25.0%), HealthTech (+19.5%), and Travel, Transportation, and Logistics (+15.4%) [5][10]. - The company also noted continued growth in its digital acquisition business and a return to growth in the FinTech sector [5]. Operational Highlights - The company achieved record first-quarter metrics in revenue, adjusted EBITDA, EPS, adjusted EPS, and free cash flow, with free cash flow reported at $8 million [7][10]. - The CEO highlighted the company's competitive differentiation in the customer experience (CX) space and the successful deployment of AI Automate Agent solutions [4][10]. Guidance and Outlook - IBEX raised its fiscal year guidance, expecting revenue in the range of $605 to $620 million, up from a previous estimate of $590 to $610 million, and adjusted EBITDA in the range of $78 to $81 million, increased from $75 to $79 million [15][11]. Cash Flow and Balance Sheet - Cash flow from operating activities was $15.7 million, compared to $7.8 million in the prior year, driven by increased revenues and improved working capital management [14][26]. - The company reported net cash of $21.1 million, an increase of $7.4 million from $13.7 million as of June 30, 2025 [14][36].

Core Insights - IBEX Limited reported strong financial results for the fourth quarter and fiscal year 2025, achieving record revenue and earnings per share, driven by operational excellence and market share gains [4][7][15]. Financial Performance - Fourth quarter revenue reached $147.1 million, an increase of 18.2% from $124.5 million in the prior year quarter, marking the highest growth rate in eleven quarters [5][7]. - Full-year revenue was $558.3 million, up 9.8% from $508.6 million in the previous year, with significant contributions from key verticals: HealthTech (+23.2%), Travel, Transportation and Logistics (+13.7%), and Retail & E-commerce (+12.6%) [9][13]. - Net income for the fourth quarter was $9.6 million, slightly down from $9.8 million in the prior year quarter, while full-year net income increased to $36.9 million from $33.7 million [8][13]. - Diluted earnings per share (EPS) for the fourth quarter rose to $0.66 from $0.56, and full-year EPS increased to $2.36 from $1.84, reflecting a 27.8% growth [7][13]. Adjusted Metrics - Adjusted net income for the fourth quarter was $12.6 million, up 23.3% from $10.2 million in the prior year quarter, with an adjusted net income margin of 8.5% [12][33]. - Adjusted EBITDA for the fourth quarter was $20.5 million, a 14.0% increase from $17.9 million in the prior year quarter, with an adjusted EBITDA margin of 13.9% [12][36]. - Full-year adjusted net income was $43.0 million, up from $38.4 million, and adjusted EBITDA was $72.0 million, compared to $65.2 million in the previous year [13][36]. Cash Flow and Capital Expenditures - The company generated record free cash flow of $22.8 million in the fourth quarter, contributing to an annual free cash flow of $27.3 million, slightly up from $27.0 million in the prior year [7][39]. - Capital expenditures for the year were $18.4 million, significantly higher than $8.9 million in the previous year, aimed at capacity expansion [13][14]. Market Position and Strategic Outlook - IBEX continues to outperform the BPO market, with a strategic focus on expanding AI capabilities and entering new markets, including a successful entry into India [4][15]. - The company anticipates revenue for fiscal year 2026 to be in the range of $590 to $610 million, with adjusted EBITDA expected between $75 to $79 million [20].