AI Earnings Predictions for IBEX Limited (IBEX)

EX-99.1

7 ibex-20260910erxexx991.htm

EX-99.1

Document

Exhibit 99.1

IBEX Reports Record Fiscal Year 2026 Financial Results, Introduces Fiscal Year 2027 Guidance

•Record fourth quarter revenue grew 12% versus prior year quarter, sixth consecutive quarter of double-digit growth

•Nine new logo wins in the fourth quarter, including two strategic AI Agent wins

•Strong operating cash flow of $24.8 million and free cash flow of $21.7 million in the fourth quarter

•Record full-year revenue, net income, adjusted net income, adjusted EBITDA, EPS, adjusted EPS, operating cash flow, and free cash flow

•Full-year revenue grew over 15% versus prior year; full-year diluted EPS grew 33% to $3.13, full-year adjusted EPS grew 28% to $3.52

•Introduces fiscal year and first quarter 2027 guidance, forecasting continued strong revenue and adjusted EBITDA growth

WASHINGTON, DC— September 10, 2026 —IBEX Limited (“ibex”) (Nasdaq: IBEX), a global leader in outsourced business services and AI-powered customer experience solutions, today announced financial results for its fourth quarter and fiscal year ended June 30, 2026.

Three months ended June 30,Twelve months ended June 30,

($ millions, except per share amounts)20262025Change20262025Change

Revenue (2) $164.3 $147.1 11.6 %$644.1 $558.3 15.4 %

Net income (2) $8.7 $9.6 (8.8)%$46.3 $36.9 25.7 %

Net income margin (2) 5.3 %6.5 %(120)bps7.2 %6.6 %60 bps

Adjusted net income (1) $12.7 $12.6 0.8 %$52.2 $43.0 21.3 %

Adjusted net income margin (1) 7.7 %8.5 %(80)bps8.1 %7.7 %40 bps

Adjusted EBITDA (1, 2) $20.2 $20.5 (1.3)%$82.4 $72.0 14.5 %

Adjusted EBITDA margin (1) 12.3 %13.9 %(160)bps12.8 %12.9 %(10)bps

Earnings per share - diluted (1,2)

$0.59 $0.66 (11.3)%$3.13 $2.36 32.8 %

Adjusted earnings per share - diluted (1,2)

$0.85 $0.87 (1.9)%$3.52 $2.75 28.3 %

(1) See accompanying Exhibits for the reconciliation of each non-GAAP measure to its most directly comparable GAAP measure.

(2) The current period percentages are calculated based on exact amounts, and therefore may not recalculate exactly using rounded numbers as presented.

“ibex delivered another record-breaking quarter with revenue growth of 12% to $164.3 million, our sixth straight double-digit growth quarter, capping off an amazing year with top-line organic growth of over 15%, and adjusted EPS growth of over 28%,” said Bob Dechant, ibex CEO. “Our differentiation continues to shine, enabling us to win new trophy clients and outperform our competition operationally which leads to significant market share gains.”

“Fiscal 2026 also marked a transformational step forward as ibex defined a new era of BPO, one powered by AI agents. Our strategic partnership with Sierra, a leader in conversational AI, has firmly strengthened our leadership position in this evolving market. To date, we have delivered more than 10 successful AI Agent implementations across five verticals. Momentum continues to build for these solutions, further separating us from traditional BPO providers.”

Fourth Quarter Financial Performance

Revenue

•Revenue of $164.3 million, an increase of 11.6% from $147.1 million in the prior year quarter, was driven by strong performance across four verticals: HealthTech (+42.3%), Technology (+27.4%), Travel, Transportation and Logistics (+17.8%), and Retail & E-Commerce (+7.0%), with accelerating growth in our Wave iX solutions.

Net Income and Earnings Per Share

•Net income of $8.7 million decreased from $9.6 million in the prior year quarter.

•Diluted earnings per share decreased to $0.59 compared to $0.66 in the prior year quarter.

•Net income margin decreased to 5.3% compared to 6.5% in the prior year primarily driven by training costs related to new client wins and the temporary impact of work transferring from nearshore to offshore delivery centers.

•Non-GAAP adjusted net income remained relatively consistent at $12.7 million when compared to the prior year quarter (see Exhibit 1 for reconciliation).

•Non-GAAP adjusted diluted earnings per share was $0.85 compared to $0.87 in the prior year quarter (see Exhibit 1 for reconciliation).

Adjusted EBITDA

•Adjusted EBITDA was $20.2 million compared to $20.5 million in the prior year quarter (see Exhibit 2 for reconciliation).

•Adjusted EBITDA margin decreased to 12.3% compared to 13.9% in the prior year quarter (see Exhibit 2 for reconciliation).

Fiscal Year 2026 Financial Performance

Revenue

•Revenue of $644.1 million, an increase of 15.4% from $558.3 million in the prior year, was driven by broad-based growth across four verticals: HealthTech (+38.5%), Technology (+25.6%) Travel, Transportation and Logistics (+17.2%), and Retail & E-commerce (+14.1%), with growth in our Wave iX solutions and digital acquisition business.

Net Income and Earnings Per Share

•Net income increased to $46.3 million compared to $36.9 million in the prior year. Net income was favorably impacted by revenue growth in our higher margin offshore regions as well as lower se

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ibex-20260205FALSE000172042000017204202026-02-052026-02-05

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 OR 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 5, 2026

IBEX Limited (Exact name of registrant as specified in its charter)

Bermuda001-3844200-0000000 (State or other jurisdiction of incorporation)(Commission File Number)(IRS Employer Identification No.)

1717 Pennsylvania Avenue NW, Suite 825 Washington, District of Columbia 20006 (Address of principal executive offices) (Zip Code) Registrant’s telephone number, including area code: (202) 580-6200 Not applicable (Former name or former address, if changed since last report) Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

oWritten communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

oSoliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

oPre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

oPre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of Each ClassTrading Symbol(s)Name of Each Exchange on Which Registered Common shares, par value of $0.000111650536IBEXNasdaq Global Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company               x If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.               o

Item 2.02. Results of Operations and Financial Condition.

On February 5, 2026, IBEX Limited issued a press release announcing its financial results for its second fiscal quarter ended December 31, 2025.

A copy of the February 5, 2026 press release is attached hereto as Exhibit 99.1 to this current report on Form 8-K.

The information in this Item 2.02, including the exhibits attached hereto, is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in any such filing.

Item 9.01. Financial Statements and Exhibits

(d) Exhibits.

EXHIBIT INDEX

Exhibit No.         Description 99.1         Press release announcing financial results for the second fiscal quarter ended December 31, 2025, dated February 5, 2026 104         Cover Page Interactive Data File (formatted in Inline XBRL and contained in Exhibit 101)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

IBEX LIMITED

(Registrant)

Date: February 5, 2026 /s/ Taylor Greenwald (Signature) Name:Taylor Greenwald Title:Chief Financial Officer