Ibex Ltd
F:IB7
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Ibex Ltd
F:IB7
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US |
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L
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Leifheit AG
XMUN:LEI
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DE |
Ibex Ltd
Ibex Ltd runs outsourced customer experience and business process services for other companies. It handles customer care, sales support, technical support, retention, back-office processing, and digital contact services through call centers and remote teams. Its customers are businesses that need help serving end users, especially in telecom, media, healthcare, financial services, retail, travel, and utilities. The company makes money by signing service contracts with those clients and billing for the customer support work it performs. In practice, Ibex is the outside team that answers calls, chats, emails, and other service requests, or takes over related office work that a client would rather not run itself. That makes its business model tied to long-term outsourcing relationships rather than selling a physical product. What sets Ibex apart is its role in the value chain: it sits between the end customer and the brand they bought from, helping that brand deliver service at scale. Its business depends on trained agents, service processes, and technology that let clients flex support up or down without building everything in-house. Investors can think of it as a specialized labor-and-services provider for customer engagement.
Ibex Ltd runs outsourced customer experience and business process services for other companies. It handles customer care, sales support, technical support, retention, back-office processing, and digital contact services through call centers and remote teams. Its customers are businesses that need help serving end users, especially in telecom, media, healthcare, financial services, retail, travel, and utilities.
The company makes money by signing service contracts with those clients and billing for the customer support work it performs. In practice, Ibex is the outside team that answers calls, chats, emails, and other service requests, or takes over related office work that a client would rather not run itself. That makes its business model tied to long-term outsourcing relationships rather than selling a physical product.
What sets Ibex apart is its role in the value chain: it sits between the end customer and the brand they bought from, helping that brand deliver service at scale. Its business depends on trained agents, service processes, and technology that let clients flex support up or down without building everything in-house. Investors can think of it as a specialized labor-and-services provider for customer engagement.
Revenue: ibex reported record third-quarter revenue of $164.4 million, up 16.8% year over year, marking its fifth straight quarter of double-digit growth.
Profitability: Adjusted EBITDA hit a record $22 million, while adjusted EPS rose 11% to $0.91; management said the company continues to benefit from operating leverage and mix improvement.
Guidance: Full-year revenue guidance was raised to $638 million to $642 million from $620 million to $630 million, and adjusted EBITDA guidance was raised to $82 million to $84 million from $80 million to $82 million.
AI Strategy: ibex highlighted its new partnership with Sierra AI, saying it will combine AI agents with its human support model and could become a meaningful growth and margin driver.
HealthTech: HealthTech was the standout vertical again, growing 53.7% and now expected to become a more than $100 million business by fiscal year-end.
Outlook: Management said momentum entering fiscal 2027 is strong, backed by new client wins, high retention, and what it described as a sustainable shift toward higher-margin geographies and services.
