Catcha Digital Bhd · MYX:CATCHA
Catcha Digital Bhd — Q4 2025 Earnings Presentation
36 slides from Catcha Digital Bhd's earnings presentation, Feb 27, 2026
Slide 1: Catcha Digital Berhad Q4 FY25 Online Investor Briefing
Catcha Digital Berhad KLSE:CATCHA Q4 FY25 Online Investor Briefing Date: 27 Feb 2026 Time: 10:00 a.m. – 10:45 a.m. A permanent home for market-leading companies in SEA
Slide 2: Agenda
Agenda Items 1 Key Highlights 2 Catcha Digital Berhad Overview 3 Financials Update (Q4’FY2025) 4 M&A Updates 5 Q&A 2
Slide 3: Key Highlights
Key Highlights 1) M&A: Completed 7 acquisitions in 2025, including 3 in Q4 1) Completed 100% acquisition of Maxoom Sdn Bhd (“TechNave”), expanding into consumer tech digital media – enlarging our existing iMedia business 2) Completed 60% acquisition of Framemotion Studio Sdn Bhd (“Framemotion”), exp
Slide 4: Catcha Digital Berhad Overview
Catcha Digital Berhad Overview 4
Slide 5: A New Chapter Since 2021 To Build The First And Leading Public-Listed Serial Acquirer In Southeast Asia
A New Chapter Since 2021 To Build The First And Leading Public-Listed Serial Acquirer In Southeast Asia A PERMANENT HOME FOR MARKET LEADING COMPANIES IN DIGITAL MEDIA AND TECHNOLOGY • Acquired Catcha founded leading consumer food expo Catcha Media and • Merged with , making it one • Exited GN2 statu
Slide 6: A Permanent Home for Market Leading Companies in Digital Media and Technology
A Permanent Home for Market Leading Companies in Digital Media and Technology We are the “Chapter Two” partner that empowers and scale exceptional private companies for the long term. We are custodians of your legacy and we think in decades. Our permanent capital base 1 Long-term partners differenti
Slide 7: Company Overview | What We Have Built In 5 Years
Company Overview | What We Have Built In 5 Years WHAT WE HAVE BUILT IN 5 YEARS | COMPANY SNAPSHOT Building a scalable platform that compounds cashflow for the long-term COMPANY BUILDING REINVESTMENT ENGINE CAPITAL EFFICIENCY Proforma CY2025E* 952+ Companies Met IRR >20% for every deal Revenues: RM10
Slide 8: CY2025E Proforma Operating Financials - RM108m Revenue and RM24m EBITDA Business
CY2025E Proforma Operating Financials - RM108m Revenue and RM24m EBITDA Business FINANCIAL PERFORMANCE DRIVEN BY STRONG OPERATING PERFORMANCE AND ACQUISITION-LED GROWTH (RM’millions) Digital Media B2B Expo Software HQ Expenses Total Proforma Revenue 98.0 8.2 1.8 108.0 % of Total Revenue 91% 7% 2% Pr
Slide 9: A Flywheel Of Investing And Reinvesting Free Cash Flow To Compound Shareholder Value
A Flywheel Of Investing And Reinvesting Free Cash Flow To Compound Shareholder Value WE INVEST AND ACQUIRE MARKET LEADING COMPANIES AT A FAVOURABLE VALUATION WE SCALE THE COMPANIES WE COMPOUND SHAREHOLDER THROUGH STRATEGIC ORGANIC VALUE IN THE LONG-TERM GROWTH AND M&A WE CONTINUE TO RE-INVEST FREE W
Slide 10: Synergistic and Systematic Free Cash Flow Generation and Deployment Between HQ and Operating Companies
Synergistic and Systematic Free Cash Flow Generation and Deployment Between HQ and Operating Companies 1 Capital Allocation: Make highly-accretive acquisitions or reinvest into the growth opportunities organically 2 Treasury & Financing: Securing the lowest cost of capital. 3 Strategy: Creating long
Slide 11: The Serial Acquirer Playbook
The Serial Acquirer Playbook What is Serial • Serial Acquirer is a company pursuing systematic, repeated acquisitions as its primary growth engine, integrating businesses into a consolidated platform with long-term ownership Acquirer? • Also known as "Acquisition-Driven Compounders" or "Programmatic
Slide 12: Valuation Benchmarking to Other Serial Acquirers
Valuation Benchmarking to Other Serial Acquirers 2025E EV / EBITDA 52.1x 35.6x Mean = 25.6x 24.2x 23.5x 23.3x 17.8x 16.4x 12.0x 5.8x Catcha Digital Berhad CHAPTERS Group AG HEICO Corporation Danaher Corporation Lifco AB (publ) Halma plc Roper Technologies Inc. Constellation Software Informa plc Inc.
Slide 13: Outsized Shareholders Returns Over Decades
Consistent Value Compounder: A Proven Strategy of Serial Acquirers Globally Creating Outsized Shareholders Returns Over Decades Serial Acquirer in Niche Aerospace Serial Acquirer in Software and Defense Aftermarket Products • Market Cap: US$50.6B • Market Cap: US$42.2B • Acquired 1000+ • Acquired 10
Slide 14: Our Foundation: Team Of Owner-Operators with Significant Ownership
Our Foundation: Team Of Owner-Operators with Significant Ownership of 64%+ and Have Worked With Each Other Over The Last 25 Years Board of Directors Patrick Grove Luke Elliott Dato’ Justin Leong Shireen Chia Chairman Director Independent Director Independent Director • Taken 6 digital businesses • R
Slide 15: Pillars: Digital Media, B2B Expo, Software
We Compound Cash Flow By Growing And Acquiring Market-Leading Business In These 3 Pillars: Digital Media, B2B Expo, Software PROFITABLE. REPEATABLE. SCALABLE Digital Media B2B Expo Software High Operating Leverage Network Effects High Operating Leverage Management Expertise Recurring Revenue Recurri
Slide 16: Unlocking a RM89 Billion Opportunity Within a Massive TAM
Unlocking a RM89 Billion Opportunity Within a Massive TAM Total Addressable Market: MSMEs in Malaysia 2024 MSMEs in Malaysia Total Addressable Market • Total ~1.1 million MSMEs in Malaysia • Contributing RM652 billion to the GDP in 2024 • ~40% of national GDP RM652bn potential RM89bn revenue potenti
Slide 17: Financials Update (Q4'FY2025)
Financials Update (Q4’FY2025)
Slide 18: Catcha Digital Berhad Statutory Financials (YTD Q4-2025)
Catcha Digital Berhad Statutory Financials (YTD Q4-2025) 2024 2024 2024 2024 2025 2025 2025 2025 FY2024 FY2025 RM'000 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Net Revenue 8,783 7,629 11,142 10,839 9,486 12,774 25,262 20,109 38,393 67,631 Cost of Sales (3,013) (2,428) (5,218) (3,854) (3,715) (5,236) (9,343) (8,241) (
Slide 19: Operating Performance (Q4'FY2025)
Catcha CatchaDigital DigitalBerhad BerhadOperating OperatingFinancials (FY2025 Performance Adjusted): Adj. EBITDA RM14.8m (up (Q4’FY2025) 83%), Adj. PATAMI RM8.5m (up 64%), RM11m OCF, RM30.7m cash position Statutory Adjusted Statutory Adjusted % change % change In FY2025 (Statutory): in RM'000 FY202
Slide 20: Explanation on Adjustments (Technical)
Catcha Digl on Explanation Berhad Operating Adjustments Performance (Q4’FY2025) (Technical) Non-MFRS Financial Measures & Adjustments To supplement our financial results presented in accordance with Malaysian Financial Reporting Standards (MFRS), we use non-MFRS measures (such as Adjusted EBITDA and
Slide 21: Explanation on Adjustments (Layman 1/2)
Catcha Digital Explanation on Berhad Operating Adjustments Performance (Layman 1/2) (Q4’FY2025) 1. M&A Transaction and Financing Costs: We exclude expenses incurred directly in connection with our acquisitions, including professional due diligence fees, legal costs, stamping fees, and interest expen
Slide 22: Explanation on Adjustments (Layman 2/2)
Catcha Digital Explanation on Berhad Operating Adjustments Performance (Layman 2/2) (Q4’FY2025) 1. M&A Transaction and Financing Costs: We excluded expenses incurred directly in connection with our acquisitions, including professional due diligence fees, legal costs, stamping fees, and interest expe
Slide 23: Berkshire Hathaway Shareholders Letter
Catcha Digital Berkshire Berhad Hathaway Operating Performance Shareholders (Q4’FY2025) Letter by Warren Buffet 2024 2017 23
Slide 24: M&A Updates
M&A Updates CATCHA DIGITAL
Slide 25: Announced Acquisitions - in a Glance
Announced Acquisitions - in a Glance Equity interest Performance Year 1 post-Completion Year 2 post- Year 3 post- # Company[1] Status acquired by CDB Metrics (RM m) Completion (RM m) Completion (RM m) Headline Media / Completed Additional 50% 1 Weirdkaya N/A N/A N/A N/A (22 Dec 2025) (increased to 8
Slide 26: Framemotion Studio – Award-Winning Immersive Experience Solution Provider
Framemotion Studio – Completed Award-Winning Immersive Experience Solution Provider Overview Clientele / IP Portfolio Key Deal Terms for Framemotion Studio Corporate Clients Framemotion Studio Sdn Bhd 60% equity acquired by iMedia (a wholly-owned subsidiary of ("FrameMotion" or "FMS") Catcha Digital
Slide 27: Framemotion Studio Organises Market-Leading Experiential Events
Completed Framemotion Studio Organises Market-Leading Experiential Events Media’s experiential content powerhouse to craft immersive brand moments at scale, delivering iconic experiences via 16 years cutting-edge visual and digital technology. of rooted experience 300+ projects completed every year
Slide 28: Framemotion Studio Organises Market-Leading Experiential Events
Completed Framemotion Studio Organises Market-Leading Experiential Events Youtube Link 28
Slide 29: TechNave – Expanding into the Consumer Technology Media Sector
TechNave (“Maxoom”) – Completed Expanding into the Consumer Technology Media Sector Overview Customers Key Deal Terms for TechNave Maxoom Sdn Bhd 100% equity acquired by iMedia (a wholly-owned subsidiary (“TechNave” or “Maxoom”) of Catcha Digital Berhad) Stake Core Business: Leading digital publicat
Slide 30: TechNave – Malaysia's Tech Hub for Phones, Laptops, Cameras & Gadget
Completed TechNave – Malaysia's Tech Hub for Phones, Laptops, Cameras & Gadget 30
Slide 31: WeirdKaya (Headline Media) – Malaysia's Leading English-Language Digital News Platform
WeirdKaya (Headline Media) – Completed Malaysia's Leading English-Language Digital News & Media Platform Overview Brands Key Deal Terms for Headline Media Malaysia’s Leading Gen-Z Media • Call option exercised increases iMedia’s equity interest in Headline Media Sdn Bhd Headline Media from 30% to 80
Slide 32: Headline Media - Malaysia's Leading Gen-Z Social News Site
Completed Headline Media - Malaysia’s Leading Gen-Z Social News Site Malaysia’s Leading Gen-Z Content Tailored for Students Warung Style Food Media Brand from Chinese Independent High Reviews for Schools BM-speaking Foodies 32
Slide 33: Q&A
Q&A CATCHA DIGITAL
Slide 34: Thank you
Thank you Catcha Digital Berhad Level 3, Uptown 3, Menara TH, Jalan SS 21/39, Damansara Utama, 47400 Petaling Jaya, Selangor For enquiries, please email [email protected] [email protected]
Slide 35: Appendix
Appendix CATCHA DIGITAL
Slide 36: Serial Acquirer Reading List – Primer to Understand the Compounding Effect of M&A
Serial Acquirer Reading List – Primer to Understand the Compounding Effect of M&A READING LIST Articles/Presentations 1. The Serial Acquirer Business Model Primer [Link] 2. REQ: A Deep Dive into Shareholder Value Creation by Acquisition-Driven Compounders [Link] 3. The Compounding Kings: How Serial
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