Catcha Digital Bhd · MYX:CATCHA
Catcha Digital Bhd — Q2 2026 Earnings Presentation
41 slides from Catcha Digital Bhd's earnings presentation, Aug 27, 2026
Slide 1: Catcha Digital Berhad Q2 FY2026 Online Investor Briefing
Catcha Digital Berhad K L S E: C AT CH A Q2 FY2026 Online Investor Briefing Date: 27 Aug 2026 Time: 10:00am A Permanent Home for Market Leading Companies We empower people. We grow businesses. We build legacies
Slide 2: Agenda
Agenda Items 1 Key Highlights 2 Catcha Digital Berhad Overview 3 Financials Update (Q2’FY2026) 4 Operations Update 5 M&A Update 6 Q&A 2
Slide 3: Key Highlights
Key Highlights 1) Financials: H1 FY2026 YoY Revenue and Adj. EBITDA marked significant improvement. Softer Group Adj. PATAMI Reflects Expo Timing, Not Weaker Operations 1) H1 FY2026*: Revenue of RM47.69m (up 114% YoY), Adj.EBITDA of RM8.69m (up 80% YoY), Adj. PATAMI of RM3.64m (up 14% YoY) 1) Core d
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 Permanent Home
A New Chapter Since 2021 To Build The First And Leading Public-Listed Permanent Home for Market-Leading Companies 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 , maki
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: Nimble Decentralised Operations: OpCo and Capital Deployment by HQ
Nimble Decentralised Operations to Enable Unencumbered Free Cash Flow Generation By OpCo and Capital Deployment by HQ 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
Slide 8: 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 9: What is a Serial Acquirer?
Serial Acquirer: a dual-growth engine by incorporating programmatic acquisition as a core strategies on top of organic growth of existing businesses ➢ A permanent holding company that makes acquisitions as a core & repeatable business strategies, on top of organic growth of underlying businesses. Wh
Slide 10: A Decentralised Permanent Home in a Few High-Margin Sectors
CDB: A decentralised permanent home in a few high-margin sectors with structural tailwinds and independent of each other to reduce sector dependencies Decentralised Single-Sector Multi-Sector Centralised 10
Slide 11: Valuation Benchmarking to Other Serial Acquirers
Valuation Benchmarking to Other Serial Acquirers 2025A EV / EBITDA 33.6x 26.9x 26.0x Mean = 21.4x 21.2x 18.2x 19.0x 13.9x 12.6x 4.8x Catcha Digital Berhad CHAPTERS Group AG HEICO Corporation Danaher Corporation Lifco AB (publ) Halma plc Roper Technologies Inc.Constellation Software Inc. Informa plc
Slide 12: Consistent Value Compounder: Outsized Shareholder 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$44.0B • Market Cap: US$39.6B • Acquired 1000+ • Acquired 10
Slide 13: Our Foundation: Team Of Owner-Operators
Our Foundation: Team Of Owner-Operators with Significant Ownership of 66%+ 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 14: 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 Est. 2021 Est. 2025 Est. 2025 Digital Media 12 acquisitions B2B Expo 2 acquisitions Software 1 acquisitions Digital Media Publishers Acquired these horizontal lifestyle digita
Slide 15: Unlocking a RM652 Billion Opportunity Within Southeast Asia's Massive TAM
Unlocking a RM652 Billion Opportunity Within Southeast Asia's Massive TAM Total Addressable Market: MSMEs in Southeast Asia 70M+ MSMEs across Southeast Asia Total Addressable Market • Over 70 million MSMEs across 10 ASEAN markets • Contributing ~RM7.7 trillion to regional GDP • ~45% of ASEAN GDP ~RM
Slide 16: Earnings Accretive M&A Financing Strategy to Maximise Return on Invested Capital
Earnings Accretive M&A Financing Strategy to Maximise Return on Invested Capital M&A FUNDING PRIORITY ↑ Most preferred ↓ Least preferred Free Cash Flow + Vendor Financing 1 Main priority source of M&A funding Will continue to utilise for OIESB & FMS; Debt ~RM35m with Affin 2 ongoing discussions to u
Slide 17: Financials Update (Q2 FY2026)
Financials Update (Q2 FY2026)
Slide 18: Segment Performance (Q2 FY2026)
Segment Performance Catcha Digital (Q2 Berhad FY2026): Revenue Operating Is Accelerating Performance (+68% YoY) & Digital Media Adj. (Q4’FY2025) EBITDA +25% YoY; Softer Group Adj. PATAMI Reflects Expo Timing, Not Weaker Operations Adj. Performance by Segment (RM'000) Revenue Revenue Revenue Adj. EBI
Slide 19: Breakdown in Adjustments for Q2 FY2026
Breakdown in Adjustments Catcha Digital for Q2 FY2026 Berhad Operating and Q2 FY2025 Performance – RM1.3m in One-Off, Non-Cash and M&A (Q4’FY2025) Expenses to Bridge to Adj. Profitability in Q2 FY2026 Showing The Underlying Profits Adjustment (RM'000) Digital Media B2B Expo IT Solution Others a Tota
Slide 20: Segment Performance (H1 FY2026)
Segment Performance Catcha Digital (H1 Berhad FY2026): YoY Operating Group Revenue Performance Up 114%, Adj. EBITDA Up 80% YoY, Adj. (Q4’FY2025) PATAMI Up 14% YoY Softer Group Adj. PATAMI Reflects Expo Timing, Not Weaker Operations Adj. Performance by Segment (RM'000) Revenue Revenue Revenue Adj. EB
Slide 21: Breakdown in Adjustments for H1 FY2026
Breakdown in Adjustments Catcha Digital for H1 FY2026 Berhad Operating and H1 FY2025 Performance – RM5.3m in One-Off, Non-Cash and M&A (Q4’FY2025) Expenses to Bridge to Adj. Profitability in H1 FY2026 Showing The Underlying Profits Adjustment (RM'000) Digital Media B2B Expo IT Solution Others a Tota
Slide 22: Explanation on Adjustments (Technical)
Catcha Digital Explanation on Berhad Operating Adjustments Performance (Q1 FY2026) (Technical) Non-MFRS Financial Measures & Adjustments To supplement our financial results, the Group’s financial performance is presented on both a statutory basis (prepared in accordance with MFRS) and on an adjusted
Slide 23: Explanation on Adjustments (Layman 1/2)
Catcha Digital Explanation on Berhad Operating Adjustments Performance (Layman 1/2) (Q1 FY2026) 1. Long-Term Incentive Plan (“LTIP”) Expense. We excluded a one-off share reward given to key employees and management for their long-term contribution to our growth. While this aligns their interests wit
Slide 24: Explanation on Adjustments (Layman 2/2)
Catcha Digital Explanation on Berhad Operating Adjustments Performance (Layman 2/2) (Q1 FY2026) 1. Long-Term Incentive Plan (“LTIP”) Expense. We excluded a one-off share reward given to key employees and management for their long-term contribution to our growth. While this aligns their interests wit
Slide 25: Berkshire Hathaway Shareholders Letter by Warren Buffett
Catcha Digital Berkshire Berhad Hathaway Operating Performance Shareholders (Q1 FY2026) Letter by Warren Buffet 2024 2017 25
Slide 26: Operations Update
Operations Update CATCHA DIGITAL
Slide 27: Tastefully Organises #1 Consumer Food Expo in Malaysia
Catcha Digital Tastefully Berhad Malaysia Operating Organises Performance #1 Consumer Food(Q1 FY2026) Expo in Malaysia Malaysia's biggest B2C food expo organizer hosting over 100+ expos and recorded 1.5 million yearly visitors across events Tastefully Beats & Bites Fiesta 2026 8-10 May @ Pavilion Bu
Slide 28: Framemotion Studio Organises Market-Leading Experiential Events
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 #1 ranked
Slide 29: iMedia Launching More Content Pages Organically
iMedia Launching More Content Page Organically by Leveraging On our Other Established Pages AI HOST TRAVEL PAGE BEAUTY PAGE
Slide 30: H2 FY2026 Operating Outlook: B2B Expo Segment
H2 FY2026 Operating Outlook: B2B Expo Segment (Significant Profits Focused in Q3) All Three Flagship B2B Expos Run in Q3 FY2026 — The Segment's Delivery Quarter Agri Malaysia MBAM OneBuild MIFB Malaysia's largest B2B agriculture trade exhibition Malaysia's premier construction and infrastructure tec
Slide 31: MIFB Organises B2B Food & Beverage Trade Exhibitions
MIFB Organises B2B Food & Beverage Trade Exhibitions With 500+ Exhibitors and 12k Trade Visitors From 85+ Countries 15-17 Jul 2026 Malaysian International Food & Beverage Trade Fair 2026 Edition @ Kuala Lumpur Convention Centre “ Malaysia’s Leading B2B Food & Beverage Trade Exhibition ” 12,000+ 500+
Slide 32: One International Organizes MBAM OneBuild and OneWare
One International Organizes MBAM OneBuild and OneWare – The Leading Trade Exhibition in Construction, Infrastructure and Hardware Technology 5-7 Aug 2026 MBAM OneBuild & OneWare 2026 2026 Edition @ Kuala Lumpur Convention Centre “ Malaysia’s Leading Construction Trade Exhibition ” 7,000+ 100+ Trade
Slide 33: M&A Update
M&A Update CATCHA DIGITAL
Slide 34: Completed Acquisitions - in a Glance
Completed 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) Completed 60.0% (100% through 1 MIFB N/A N/A N/A N/A (31 Mar 2026) One International) Headline Medi
Slide 35: Upcoming Events
Upcoming Events Expo season: Q3- 2026 1. Tastefully | 18-20 Sep @ Sunway Pyramid Convention Centre 2. Agri Malaysia 2026 | 10-12 Sep @ MITEC 3. Tastefully | 13-15 Nov @ Midvalley Southkey, JB 4. TCMex 2026 | 25-27 Nov @ MITEC 5. Tastefully | 25-27 Dec @ Midvalley Exhibition Centre, KL
Slide 36: Q&A
Q&A CATCHA DIGITAL
Slide 37: 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 38: Appendix
Appendix CATCHA DIGITAL
Slide 39: (Statutory) Catcha Digital Berhad Financials (H1 FY2026)
(Statutory) Catcha Digital Berhad Financials (H1 FY2026) 2024 2024 2024 2024 2025 2025 2025 2025 2026 2026 2025 2026 RM'000 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 H1 H1 Net Revenue 8,783 7,629 11,142 10,839 9,486 12,774 25,262 20,109 26,271 21,415 22,260 47,686 Cost of Sales (3,013) (2,428) (5,218) (3,854) (
Slide 40: Illustrative Earnings Accretive Financing Strategy to Maximise Return on Invested Capital
Illustrative Earnings Accretive Financing Strategy to Maximise Return on Invested Capital in RM millions CY2025 CY2026 CY2027 CY2028 CY2029 CY2030 Key Assumptions [1] Proforma Operating PATAMI 13.2 22.0 31.2 41.3 52.4 64.7 [1] Projections are based on existing earnings, assuming an Utilisation of Ca
Slide 41: 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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