Catcha Digital Bhd · MYX:CATCHA
Catcha Digital Bhd — Q1 2026 Earnings Presentation
41 slides from Catcha Digital Bhd's earnings presentation, May 29, 2026
Slide 1: Catcha Digital Berhad Q1 FY2026 Online Investor Briefing
Catcha Digital Berhad KLSE:CATCHA Q1 FY2026 Online Investor Briefing Date: 29 May 2026 Time: 10:00am 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 (Q1’FY2026) 4 Operating Updates 5 M&A Updates 6 Q&A 2
Slide 3: Key Highlights
Key Highlights 1) Financials: Landmark Q1 results driven by digital media portfolio 1) Statutory (MFRS): Revenue of RM26.27m (up 177% YoY), EBITDA of RM2.90m (up 52%), LATAMI of RM(1.16)m, LPS of (0.26) sen 2) Adjusted*: Adj. EBITDA of RM5.73m (up 215% YoY), Adj. PATAMI of RM2.85m (up 128% YoY), Adj
Slide 4: Catcha Digital Berhad Overview
Catcha Digital Berhad Overview 4
Slide 5: A New Chapter Since 2021 To Build The 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: RM12
Slide 8: CY2025E Proforma Operating Financials - RM122m Revenue and RM26m EBITDA Business
CY2025E Proforma Operating Financials - RM122m Revenue and RM26m 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 112.2 8.2 1.8 122.2 % of Total Revenue 92% 7% 1% P
Slide 9: 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 10: A Flywheel Of Investing And Reinvesting Free Cash Flow
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 11: Synergistic 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 12: 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 13: 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 14: 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 15: 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 16: 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 17: 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 18: Financials Update (Q1 FY2026)
Financials Update (Q1 FY2026)
Slide 19: Q1 FY2026 Revenue Up 177% and EBITDA Up 52%
(Statutory) Catcha Digital Berhad Financials (Q1 FY2026) Q1 FY2026 Revenue Up 177% and EBITDA Up 52% 2024 2024 2024 2024 2025 2025 2025 2025 2026 FY2024 FY2025 RM'000 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Net Revenue 8,783 7,629 11,142 10,839 9,486 12,774 25,262 20,109 26,271 38,393 67,631 Cost of Sales (3,013
Slide 20: Adjusted Performance by Segment (Q1 FY2026)
(Adjusted) Performance Catcha Digital Berhadby Segment (Q1 Operating FY2026) (Q4’FY2025) Performance Revenue Up 177% YoY, Adjusted EBITDA Up 215% YoY and Adjusted PATAMI Up 128% Adjusted Performance by Segment (RM'000) Revenue Revenue Revenue Adj. EBITDA Adj. EBITDA Adj. EBITDA Adj. PATAMI Adj. PATA
Slide 21: Breakdown in Adjustments for Q1 FY2026
Breakdown in Adjustments Catcha Digital for Q1 FY2026 Berhad Operating and Q1 FY2025 Performance – RM4.0m in One-Off, Non-Cash and M&A (Q4’FY2025) Expenses to Bridge to Adjusted Profitability in Q1 FY2026 Showing The Underlying Profits Adjustment (RM'000) Digital Media B2B Expo IT Solution Others a
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
Catcha Digital Berkshire Berhad Hathaway Operating Performance Shareholders (Q1 FY2026) Letter by Warren Buffet 2024 2017 25
Slide 26: Operating Updates
Operating Updates CATCHA DIGITAL
Slide 27: KL Sports City Official OOH Stadium Media Partner
INTRODUCING KL Sports City Official OOH Stadium Media Partner
Slide 28: Why KL Sports City?
Why KL Sports City? The only place in Malaysia where sports, concerts, and city vibrancy collide. TM Stadium Vibrant Nasional Unifi Arena LRT Access Neighbourhood Largest stadium in SEA, 16,000+ indoor capacity High footfall to access Affluent area with mega concerts - 80,000+ for badminton, esports
Slide 29: The Crowd Phenomenon
The Crowd Phenomenon From world tours to national finals to lifestyle expos — KL Sports City delivers massive, diverse audiences ready to engage. In 2025, they have been packed every single weekend with either sporting events, concerts, or even expos! Event Year Attendance Coldplay: Music of the Sph
Slide 30: 3 Screen Zones for the Full Journey
3 Screen Zones for the Full Journey iStadia moves with the fans - and keeps your brand in play! Enter via 1 Jalan Merah Caga (from Kesas) SITE A Turn into 2 Jalan Barat (enter stadium parking) SITE B 3 Park and walk to SITE C Unifi Arena Entrance (hotspot pre & post event)
Slide 31: Traffic Count
TRAFFIC COUNT SITE A Jalan Merah Caga 1 (from Kesas) 520,000 traffic per month SITE B Jalan Barat 2 (enter stadium parking) 1,450,000 traffic per month SITE C Park and walk to 3 Unifi Arena Entrance (hotspot pre & post event) 122,000 pedestrians per month
Slide 32: Unlock Creative Possibilities
UNLOCK CREATIVE POSSIBILITIES Endless ways to engage fans, drive action, and own the moment. Let’s discuss how we can do even more! BUILD A SCREEN TIE WITH ON-GROUND LEVERAGE ON THE JOURNEY ACTIVATIONS iMEDIA 360 NETWORK
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: Leading B2B Food & Beverage Exhibition in Malaysia
Malaysian International Food & Beverage Trade Fair – Completed Leading B2B Food & Beverage Exhibition in Malaysia Overview Customers Key Deal Terms for One International ExpoCO Sdn Bhd (“MIFB”) 100% equity acquired by One International Exhibition Sdn Bhd (a 60%-owned subsidiary of Catcha Digital Ber
Slide 36: MIFB B2B Food & Beverage Trade Exhibitions
MIFB Organises B2B Food & Beverage Trade Exhibitions with 500+ visitors Completed 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,
Slide 37: Upcoming events for investors and partners
Upcoming events for investors and partners 1.Expo season: 1. Tastefully – next event on 12-14 Jun @ Midvalley KL 2. MIFB 2026| 15-17 Jul @ KLCC 3. MBAM One Build 2026 | 5-7 Aug @ KLCC 4. Agri Malaysia 2026 | 10-12 Sep @ MITEC 2.CDB Investor Day 2026 | 1130-130pm on 24 Jun @ CDB HQ (after our AGM, em
Slide 38: Q&A
Q&A CATCHA DIGITAL
Slide 39: 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 40: Appendix
Appendix CATCHA DIGITAL
Slide 41: Serial Acquirer Reading List
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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