IBEX Ltd (NAS:IBEX)

Q2 2025 Ibex Ltd Earnings Call Transcript

Feb 6, 2025 / 09:30 PM GMT

Release Date Price: $22.09 (-0.67%)

Transcript 10-Q8-K

Key Points

Positve

IBEX Ltd (IBEX) achieved its highest revenue for a quarter in the company's history, with a 6.1% growth.
The company reported a record Q2 adjusted net income of $9.6 million, up 20% from the previous year.
IBEX Ltd (IBEX) expanded its adjusted EBITDA margin by 100 basis points to 11.8% compared to the prior year.
The company successfully closed five new logos in the quarter, demonstrating the effectiveness of its new logo engine.
IBEX Ltd (IBEX) executed a strategic repurchase of approximately 3.6 million shares, enhancing its independence as a company.

Negative

The fintech vertical experienced a decline of 15%, impacting overall revenue growth.
Net cash generated from operating activities was only $1.1 million, indicating potential cash flow challenges.
The company's DSO increased to 79 days, reflecting delays in client payments.
Capital expenditures rose to 3.1% of revenue, up from 2.2% in the prior quarter, which could impact free cash flow.
The decrease in net cash position was significant, primarily due to the share repurchase, resulting in a net debt of $13.7 million.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

IBEX.OQ - Ibex Ltd
Q2 2025 Ibex Ltd Earnings Call
Feb 06, 2025 / 09:30PM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to the Ibex second quarter, Fy 2025 earnings conference call at this time. All parts 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 11 on your telephone and wait for your name to be announced to withdraw your question. Please press star 11 again to note there isn't an accompanying earnings deck presentation available on the Ibex Investor Relations website at investors.ibex.co. I will now turn this conference over to Mr Michael Darwall, head of Investor Relations for Ibex.

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Unidentified_2 [2]
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