IBEX Limited

Welcome to the IBEX second quarter FY2026 earnings conference call. At this time, all participants are in a listen-only mode. Please be advised that today's conference is being recorded. After the speaker's presentation, there will be a question and answer session. To ask a question, please press star 1-1 on your telephone and wait for your name to be announced. To withdraw your question, please press star 1-1 again. To note, there is an accompanying earnings presentation available on the IBEX Investor Relations website at investors.ibex.co. I will now turn this conference over to Greg Bradbury, Investor Relations for IBEX.

Good afternoon, and thank you for joining us today. Before we begin, I want to remind you that matters discussed on today's call may include forward-looking statements related to our operating performance, financial goals, and business outlook, which are based on management's current beliefs and assumptions. Please note that these forward-looking statements reflect our opinion as of the date of this call, and we undertake no obligation to revise this information as a result of new developments which may occur. Forward-looking statements are subject to various risks, uncertainties, and other factors that could cause our actual results to differ materially from those expected and described today. For a more detailed description of our risk factors, Please review our annual report on Form 10-K filed with the U.S. Securities and Exchange Commission on September 11, 2025, and any other risk factors we include in subsequent filings with the SEC. With that, I will now turn the call over to IBEX CEO, Bob Dekken.

Thanks, Greg. Good afternoon, and thank you all for joining us today as we review our fiscal second quarter 2026 results. I'd like to start by recognizing the entire IBEX organization for delivering another outstanding quarter yet again. Their continued consistent execution underpins our financial and operational success and is key in building IBEX into the category disruptor we are today. Looking to our results, I am pleased to report that the momentum we've built across the business accelerated in the second quarter, enabling us to deliver exceptional results with headline revenue growth of 17% and adjusted EPS growth of 46%. Quarter over quarter, we are continuing to further separate ourselves from the pack in the BPO market. In fact, This quarter marks our fourth consecutive period of double digit organic revenue growth, well above competitor growth rates and underscores our clear differentiation. And this continues to resonate well in the market. Our market leading growth is a direct result of the differentiation we have built into our business and our ability to execute against it. At the top, Our growth starts with our new logo engine, which consistently is able to win trophy clients versus our much bigger competitors. In Q2, we had significant wins in health tech and fintech. Health tech has been a standout performer, growing rapidly since we launched the vertical in 2021, and is on track to become 100 million by the end of the fiscal year. This success demonstrates our ability to build and scale new verticals from the ground up. Outside of the new wins, we are also driving growth within our existing customer base. Our approach is simple. Once we begin working with a customer, we build that relationship over time through a combination of exceptional operational delivery and differentiated service model built with innovative technology at its core. As a result, we're able to become more than another vendor. We are a trusted partner. One example that typifies this dual approach is our recent expansion into India. We entered this strategic market in late March of 2025. And we now have two sites with nearly 1,000 agents up and running. Beyond traditional contact center services, we've expanded our capabilities into the region to include broader revenue cycle management and credentialing services to better support our healthcare clients. This expansion has been fueled by both organic growth with existing clients and new logo wins in the region. Expansion into India represents one of our highest growth vectors and will continue to be a key driver of growth as we reach critical mass. Our combined outperformance has allowed us to achieve several major milestones in calendar year 2025, including surpassing $600 million in revenue while growing 16% during that time. And we were able to do it profitably, generating 80 million of EBITDA with 13% margins. This continues to validate that we have structurally built our company for performance, where our growth vectors are also our margin expansion vectors. Today, the IBEX brand is stronger than it has ever been. Our employee and client net promoter scores remain world-class. underscoring that the image we project to our customers is consistent with the culture we built internally. Our market-leading growth, combined with our healthy balance sheet, are enabling strategic investments in our growing AI capabilities, as well as further expansion into strategic markets and in top-performing geographies. We believe we are further along than any of our competitors in our AI solutions, partnerships, and deployments. As a reminder, our Wave IX AI solution has two dimensions. One where we leverage business insights organization and partnerships with best-in-class agentic AI technology companies to create successful AI solutions for our clients. allow us to create a seamless end-to-end customer journey from AI agent to human agent. The second dimension of Wave IX is where we deploy AI internally across the agent lifecycle. These purpose-built AI technologies enable us to drive operations more efficiently and effectively and dramatically improve agent hiring, training, and onboarding. what we call speed to green. As a result, IBEX is increasingly being recognized as an industry leader in AI-powered CX. Said another way, the transformation of our contact center operations to AI-powered is enabling us to extend our separation on both operational and financial performance. we are now moving beyond our leadership position in BPO 2.0 and are defining the market for BPO 3.0. To accomplish this, we are continuing to invest in bolstering our team and strategic partnerships to support this critical vector for growth. To that end, we recently promoted our president of IBEX Digital, and Deputy CFO Mike Darwalt to the role of Chief AI and Digital Officer. As you might have surmised, Mike's worn many hats over a decade plus here that he's been with IBEX, and he's proven himself to be an invaluable member of our leadership team. Mike has been the chief engineer of the success of our soaring digital business. As the CX industry and IBEX continues its transformation from AI-supported to AI-first, We will continue to invest in the talent and the resources to maintain and extend our leadership. Looking ahead, IBEX is well positioned for success in the second half of the fiscal year and beyond. We have built a structurally sound company with a market-leading growth profile, expanding margins, and strong cash flow generations. We also have one of the finest and growing rosters of trophy clients in the industry, each with significant outsourcing spend and expansion potential. Additionally, we continue to set ourselves apart from the traditional BPO CX provider, both in terms of our financial performance, as well as our leadership in the AI evolution of the space. Now, before I turn the call over to Taylor, I want to welcome Jack Jones as our new chairman. Jack has been an invaluable board member for nearly nine years. Prior, he was one of the biggest buyers of BPO services during his 26-plus years at JPMorgan Chase and was a key executive for five-plus years at Expert Global Solutions, a leading CX company. We're all excited to have him step into the chairman role. With that, Taylor will now go into more detail on our fiscal second quarter financial results and guidance. Taylor?