Ibex Limited · NASDAQ:IBEX
Ibex — Baird 2022 Global Consumer, Technology & Services Conference
6 slides from Ibex's conference presentation, Jun 6, 2022
Slide 1: Built for what's next.
Built for what’s next. Bob Dechant CEO June 6, 2022
Slide 2: ibex at a Glance
Company Overview ibex at a Glance Elite Sales & Support Outsourcer Digital Marketing UK Accelerator W@H 35 FTEs US Customer Feedback & 7 sites Analytics 3,000+ FTEs Jamaica 6 sites Honduras 8,000+ FTEs Pakistan 1 site 30K+ Employees Worldwide 400+ FTEs 7 sites 6,000+ FTEs Philippines 8 sites Senegal
Slide 3: ibex Today: Q3 FY2022 Results
ibex Today: Q3 FY2022 Results Strong LTM Results Q3 FY2022 Results $478.7m $63.9m Revenue (LTM) Adj EBITDA (LTM) $129.1m Record Revenue: 9.9% 13.4% Revenue Growth (LTM) Adj. EBITDA Margin (LTM) ~19% YoY Q3 Revenue Growth 10-12% $69-71m Full Year Guidance Full Year Adj EBITDA Guidance $18.8m Adj. EBI
Slide 4: Diverse Base of Elite Clients by Revenue
Diverse Base of Elite Clients by Revenue Powered By WaveX by ibex FinTech and HealthTech: Q3’22 Client Statistics ~50 Clients $100m Est FY22 (% of Revenue) with > $1m in Annual Revenue (+100%) YoY #1 #1 #1 #1 Top 5 Clients 39% Cloud Based Restaurant Millennial Trading Food Global Tech App Delivery C
Slide 5: Investment Thesis
Investment Thesis Compelling Vision Large TAM & Track-Record & Strong Financials Capital Allocation Competitive Moats Transformation • BPO 2.0 – culture, • $100B TAM supported by • New client base now • Accelerating double-digit • Less than 2-year payback branding, WaveX growing CX outsourcing repre
Slide 6: Thank You
Built for what’s next. Thank You
ibex — Baird 2022 Global Consumer, Technology & Services Conference on 6ix