IBEX Ltd (NAS:IBEX)

Q1 2026 Ibex Ltd Earnings Call Transcript

Nov 6, 2025 / 09:30 PM GMT

Release Date Price: $36.86 (-1.50%)

Transcript 10-Q8-K

Key Points

Positve

IBEX Ltd (IBEX) reported a strong start to fiscal year 2026 with a 16.5% increase in revenue and a 74% growth in adjusted EPS.
The company achieved record first-quarter revenue, adjusted EBITDA, EPS, adjusted EPS, and free cash flow.
IBEX Ltd (IBEX) continues to win significant market share, driven by exceptional operational delivery and a strong new logo engine.
The company's AI and automation deployments are progressing well, positioning it as a leader in the CX space.
IBEX Ltd (IBEX) has a strong client retention rate of over 98% and impressive client and employee net promoter scores, indicating high satisfaction and loyalty.

Negative

The telecommunications vertical experienced a decline of 22.5%, impacting overall revenue growth.
Gross margins were slightly down in Q1, partly due to investments in AI and offshore expansions.
The company is facing headwinds from deferred training revenue costs, affecting gross margins.
IBEX Ltd (IBEX) is still in the early stages of AI deployment, with limited immediate impact on revenue and margin expansion.
Capital expenditures increased to 5.1% of revenue, driven by expansion in offshore regions, which may pressure short-term cash flow.

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

IBEX.OQ - Ibex Ltd
Q1 2026 Ibex Ltd Earnings Call
Nov 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 first quarter FY 2026 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question, please press 11 on your telephone and wait for your name to be announced. To withdraw your question, please press 11 again. To note, there is an accompanying earnings presentation available on the IBE Investor Relations website at investors.ibex.co. I will now turn this conference over to Mr. Michael Darwll, head of investor relations for IBE.

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Unidentified_2 [2]
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