Slide 1: ibex Q3 FY2026 Earnings Call
Built for what’s next. ibex Q3 FY2026 Earnings Call Bob Dechant, CEO May 6, 2026
Slide 2: Disclaimer
Built for what’s next. Disclaimer This presentation includes forward-looking statements within the meaning of the Private Securities This presentation may also contain estimates and other statistical data made by independent Litigation Reform Act of 1995. All statements contained in this presentatio
Slide 3: Compelling Track Record of Outperforming the Industry
Compelling Track Record of Outperforming the Industry Compelling Track Record Strong Financial Profile 17% 14% 11% YoY Q3 Revenue YoY Q3 Adj. EBITDA YoY Q3 Adj. EPS Growth Leader, Strong EBITDA, EPS, Free Cash Flow Growth Growth Growth Leader in BPO 2.0 19% Top Performer with our Trophy Clients Grow
Slide 4: Key Highlights
Key Highlights Key Highlights ✓ Record Revenue in Q3 of $164m: 17% Growth, 11% adjusted EPS Growth ✓ Fifth straight quarter of double-digit revenue growth ✓ Seventh of our last eight quarters of double-digit adjusted EBITDA growth ✓Eighth consecutive quarter of double-digit GAAP and adjusted EPS gro
Slide 5: Landmark Announcement Partnership of Best-In-Class Companies
Landmark Announcement Game Changing Announcement Partnership of Best-In-Class Companies ibex: Best-in-Class BPO Sierra: Best-in-Class AI Agent • Agent Human Experience • Conversational AI platform • Business Insights • Human Experiences from AI • Tech Integration Seamless Experiences from AI Agent t
Slide 6: ibex extending differentiation into BPO 3.0
ibex extending differentiation into BPO 3.0 Leader in BPO 2.0 Leading in BPO 3.0 Culture Tech Deep Analytics Leadership in AI 77 Industry-Best Purpose Built Market-Leading Best-in-Class AI Agent Solution Employee NPS Tech Stack Business Insights ibex: Defining the Future of BPO 6
Slide 7: Financial Results
Built for what’s next. Financial Results Taylor Greenwald CFO
Slide 8: Q3 FY2026: Financial Highlights – US GAAP
Q3 FY2026: Financial Highlights – US GAAP US Gaap Record Q3 Revenue and EPS • Fifth straight quarter of double-digit growth Revenue • Growth in high margin HealthTech vertical (+53.7%), Technology vertical $164.4m Q3 FY26 vs. (42.6%), Travel, Transportation & Logistics (+15.1%) and Retail & E-commer
Slide 9: Q3 FY2026: Financial Highlights – Non-GAAP
Q3 FY2026: Financial Highlights – Non-GAAP Non-Gaap Seven of eight quarters of double- Q3 YoY Adjusted EBITDA digit Adjusted EBITDA growth and margin Adjusted EBITDA $22.0m Q3 FY26 vs. 40 bps decrease in Adjusted EBITDA $22.0 $22.0m $19.4m Q3 FY25 margin is driven by: $20.0 • Temporary impact of wor
Slide 10: Revenue: Model Client Diversification
Revenue: Model Client Diversification Q3 FY26 Client Statistics Client Diversification (% of Revenue) Top 5 Clients 35% 54% Top 10 Clients (22% growth) (19% growth) Top 25 Clients 77% 9% Largest Client (16% growth) 70 clients > $1m annualized revenue; up ~20% YoY 10
Slide 11: Winning in Strategic Verticals
Winning in Strategic Verticals Maintaining Strong Diversification while Growing Organically Across Vertical Markets Revenue by vertical ($m) & % of Total revenue Q3 FY25 Q3 FY26 $45.0 Revenue increases by vertical $40.0 $39.3 $36.3 $34.1 • HealthTech increased $35.0 53.7% YoY $30.0 $23.2 • Technolog
Slide 12: Q3 FY2026: Cash Flow and CapEx
Q3 FY2026: Cash Flow and CapEx Cash Flow Net Cash Generated from Operations Capital Expenditures $11.9m Q3 FY26 Q3 FY26: $5.3m, 3.2% of Revenue $8.8m Q3 FY25 Q3 FY25: $5.3m, 3.7% of Revenue DSO 71 days Q3 FY26 Non-GAAP Free Cash Flow 73 days Q2 FY26 $6.6m Q3 FY26 77 days Q3 FY25 $3.6m Q3 FY25 12
Slide 13: March 2026 Balance Sheet
March 2026 Balance Sheet Balance sheet Cash and Cash Equivalents $15.4m June 30, 2025, $15.4m • Repurchased approx. 140,000 shares for $4.5m at an average price of $32.43, bringing our fiscal year share repurchases to approx. Total Debt 310,000 for $10.1m ~$1.4m June 30, 2025, $1.6m • Maintaining st
Slide 14: Full Year 2026 Guidance
Full Year 2026 Guidance Guidance FY26 $638-642m Up from $620-630m Revenue $82-84m Up from $80-82m Adj. EBITDA $25-30m Up from $20-25m CapEx 14
Slide 15: Q&A
Built for what’s next. Q&A
Slide 16: Appendix
Built for what’s next. Appendix
Slide 17: Reconciliation of Net Income to Adjusted Net Income
Reconciliation of Net Income to Adjusted Net Income Three months ended Twelve months ended 31-March 30-June US$ in thousands, except per share amounts, unaudited 2026 2025 2025 2024 Net income $ 13,325 $ 10,469 $ 36,864 $ 33,655 Net income margin 8.1% 7.4% 6.6% 6.6% Severance Costs 814 — 558 1,621 I
Slide 18: Reconciliation of Net Income to Adjusted EBITDA
Reconciliation of Net Income to Adjusted EBITDA Three months ended Twelve months ended 31-March 30-June US$ in thousands, unaudited 2026 2025 2025 2024 Net income $ 13,325 $ 10,469 $ 36,864 $ 33,655 Net income margin 8.1% 7.4% 6.6% 6.6% Interest expense 249 404 1,634 514 Income tax expense 2,644 2,4
Slide 19: Recent Industry Awards
Recent Industry Awards 2026, 2024, 2023 & 2022 2026 & 2025 America's 2025 & 2024 Globee 2026 AI Excellence 2026 & 2025 Excellence 2026 America’s Dream Product of the Year Most Admired Technology Award for Award Award in Customer Experience Employers Workplaces Wave iX 2025 & 2024 Business 2025 & 202