IBEX Limited (Nasdaq: IBEX) Q4 2025 Earnings Call | 09/12/2025

Описание: IBEX Limited delivered record fourth quarter and full year 2025 financial results, underlining its growing leadership in digital-first customer experience solutions. Q4 revenue surged 18.2% year-over-year to $147.1 million, driven by substantial growth in retail, e-commerce, health tech, and digital acquisition verticals. Offshore revenues increased 17% and now represent 49% of total revenue, reflecting the company’s strategic focus on higher-margin regions and digital omnichannel delivery, which accounted for 82% of total revenue this quarter. Gross margin remained strong at 31.4%.

Net income for Q4 was $9.6 million, while GAAP diluted EPS rose to $0.66 from $0.56 in the prior year. Adjusted EBITDA climbed to $20.5 million, and non-GAAP adjusted EPS reached $0.87—both quarterly records. Free cash flow for the quarter hit $23 million, contributing to a full-year record of $27 million. Fiscal year 2025 revenue grew 9.8% to $558.3 million, adjusted EBITDA reached $72 million, and adjusted net income rose 12% to $43 million. The balance sheet closed with net cash of $13.7 million, propelled by strong operations and significant share repurchases.

Key growth drivers included market share expansion within the embedded client base, success in new business wins, scaling AI-enabled solutions, and a continued pivot towards digital and higher-margin services. Management provided FY26 guidance of $590-610 million in revenue and $75-79 million in adjusted EBITDA, citing confidence in sustained growth as AI-powered CX solutions move from proof-of-concept to full-scale deployment. Risks remain in competitive pressures and sectoral shifts from generative AI, though IBEX has demonstrated the ability to harness these disruptions for growth.

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