Overview

* The business process outsourcing firm's Q4 revenue grows 18.2% yr/yr

* Ibex adjusted EPS grows 50% yr/yr in Q4

Outlook

* Ibex expects FY 2026 revenue between $590 mln and $610 mln

* Company sees Q1 FY 2026 revenue between $143 mln and $146 mln

* Ibex anticipates FY 2026 adjusted EBITDA of $75 mln to $79 mln

* Company plans FY 2026 capital expenditures of $20 mln to $25 mln

Result Drivers

* VERTICAL GROWTH - Revenue growth driven by Retail & E-commerce (+24.5%), HealthTech (+19.0%), and Travel, Transportation and Logistics (+10.0%)

* DIGITAL ACQUISITION - Outstanding growth in the digital acquisition business contributed to revenue increase

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q4 Beat $147.10 $132.90

Revenue mln mln (2

Analysts

)

Q4 Beat $0.87 $0.7 (2

Adjusted Analysts

EPS )

Q4 EPS $0.66

Q4 Beat $20.50 $18.80

Adjusted mln mln (1

EBITDA Analyst)

Q4 13.9%

Adjusted

EBITDA

Margin

Analyst Coverage

* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is no "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the software peer group is "buy."

* Wall Street's median 12-month price target for Ibex Ltd ( IBEX ) is $30.50, about 5.2% above its September 10 closing price of $28.92

* The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 10 three months ago

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)