Catcha Digital Bhd · MYX:CATCHA
Catcha Digital Bhd — Q2 2025 Earnings Presentation
40 slides from Catcha Digital Bhd's earnings presentation, Aug 26, 2025
Slide 1: Catcha Digital Berhad Q2 FY25 Online Investor Briefing
Catcha Digital Berhad Q2 FY25 Online Investor Briefing Date: 26 Aug 2025 Time: 10:00 a.m. – 10:45 a.m. Building the Leading Digital Group in Southeast Asia
Slide 2: Agenda
Agenda for Catcha Digital Berhad Q2 FY25 Online Investor Briefing Agenda 1 Catcha Digital Berhad’s Vision & Mission 2 Financial Performance Update (Q2’FY2025) 3 M&A Updates 4 Rights Issue (1-4) with Free Warrant (2-1) 5 Q&A 2
Slide 3: Catcha Digital Berhad's Vision and Mission
1. Catcha Digital Berhad’s Vision and Mission
Slide 4: Building the #1 Digital Group in Southeast Asia
Building the #1 Digital Group in Southeast Asia The global digital economy is growing rapidly and Southeast Asia is picking up steam Digital economy of Digital economy of Digital advertising to Southeast Asia is Southeast Asia is Enterprise software contribute spending to grow HUGE GROWING FAST 73%
Slide 5: We do it by building, growing and scaling leading digital companies in SEA
We do it by building, growing and scaling leading digital companies in SEA Digital Media + Software PHASE 1 PHASE 2 PHASE 3 We build and grow digital We invest in, acquire and scale To go regional once Malaysian companies great entrepreneur-led digital and market is dominated, replicating software b
Slide 6: We build and acquire great entrepreneurial digital companies with sustainable profits and cashflow
We build and acquire great entrepreneurial digital companies with sustainable profits and cashflow WE BUILD AND ACQUIRE GREAT ENTREPRENEURIAL PROFITABLE DIGITAL COMPANIES WE ENABLE EARNINGS GROWTH WE CREATE SUSTAINABLE BY SUPPORTING & COACHING SHAREHOLDER VALUE IN THE OUR COMPANIES & PEOPLE LONG-TER
Slide 7: A proven and balanced approach to create long-term shareholder value
With a proven & balanced approach to create long-term shareholder value Core Revenue Growth via better monetization & effective cross-selling + Margin Expansion driven by operating efficiency and cost synergies post-acquisition EPS Growth & + = Compounding Highly Accretive Acquisitions Shareholder o
Slide 8: Programmatic M&A
Programmatic M&A CATCHA DIGITAL
Slide 9: Programmatic M&A starts with objective-driven acquisitions
Programmatic M&A starts with objective-driven acquisitions Platform Acquisitions Add-on Acquisitions Geographical or product No integration to offering expansion existing companies Vertical or horizontal expansion in the value- Sufficient scale either at chain acquisition or through focused buy-and-
Slide 10: Acquisition Criteria
We assign criteria specific based on the objective of our acquisitions Platform Acquisitions Add-on Acquisitions Qualitative Qualitative Market Leaders Strategic Value-Add Market Leaders Digital Focus Acquisition Criteria Established Financial Entrepreneurial High Profit Potential Entrepreneurial Tr
Slide 11: Deal structure guided by 20%+ IRR
Deal structure is guided by 20%+ IRR to create EPS-accretive investment structure that aligns incentives for all parties involved Valuation of 4x - 9x Price-to-Earnings (“PE”) Multiple Free Cash Flow Growth of 5-20% >20% Payment tranched over 24-48 months IRR Payment tied to Profit and Performance G
Slide 12: Valuation of target companies informed by business characteristics
Valuation of target companies is informed by a set of business characteristics that determines the quality of the business P/E MULTIPLE Company Growth Profit Revenue Churn Rate Customer Profit Balance Legal & Technical Reliance on Size Rate Margin Predictability (Logo & Concentration Guarantee Sheet
Slide 13: Structured 8-step investment process
Our investment team follows a structured 8-step process to maximise effectiveness and efficiency 1 Prospect Formulate Thesis → Build List of target companies via online databases and offline network 2 Qualify Qualify targets based on financials via public sources and market intelligence 3 Contact Re
Slide 14: M&A Funnel
A robust and active M&A funnel in the last years M&A Funnel Prospected, Tracked in Proprietary Database 4377 Had Meetings With 911 Performed Preliminary Assessment 463 Entered Negotiation 175 Presented to IC 33 Notes: • Metrics since June 2023, as of 21 Aug 2025 • IC means Investment Committee • LOI
Slide 15: We have been there, done that…
We have been there, done that…
Slide 16: Dedicated Board and Management Team with Significant Ownership of ~66%
Dedicated Board and Management Team with Significant Ownership of ~66% Board of Directors | 52.6% Ownership Patrick Grove Luke Elliott Dato’ Justin Leong Chairman Director Director Management Team | 13.2% Ownership Eric Tan Voon Tze Khay Jacky Tee CFO, Catcha Digital Media Group CEO CEO, Catcha Digi
Slide 17: Operating case study: Creating the leading online automotive group in SEA
Operating case study: Creating the leading online automotive group in SEA 10,000% Carsome completes the increase from Mkt. acquisition of iCar Asia for a Cap at IPO purchase price of RM890m • Acquired Live Life Drive (leading auto content site in • 7.5m monthly Catcha founded MY) iCar Asia unique vi
Slide 18: Operating case study: Creating the leading online real estate group in SEA
Operating SEA’scase Techstudy: SceneCreating the leading is exploding, and online this isreal justestate group in SEA the start…… 30,000% REA Group acquires increase in Mkt. Cap iProperty at a from IPO valuation of RM2.3bn • Acquired property expo business in • 1.6m monthly • 3.5m monthly Hong Kong
Slide 19: Case Study of our 1st Platform Acquisition
Case Study of our 1st Platform Acquisition
Slide 20: We do it by building, growing and scaling leading digital companies in SEA
We do it by building, growing and scaling leading digital companies in SEA Digital Media + Software PHASE 1 PHASE 2 PHASE 3 We build and grow digital We invest in, acquire and scale To go regional once Malaysian companies great entrepreneur-led digital and market is dominated, replicating software b
Slide 21: Programmatic M&A starts with objective-driven acquisitions
Programmatic M&A starts with objective-driven acquisitions Platform Acquisitions Add-on Acquisitions Geographical or product No integration to offering expansion existing companies Vertical or horizontal expansion in the value- Sufficient scale either at chain acquisition or through focused buy-and-
Slide 22: Programmatic M&A starts with objective-driven acquisitions
Programmatic M&A starts with objective-driven acquisitions Platform Acquisitions Add-on Acquisitions Existing management team (CEO, CFO and COO) continues to lead the company executed conditional share sale agreement but completion of these transactions are pending fulfilment of conditions precedent
Slide 23: One-stop online-to-offline digital media solutions for customers
Doubling down to offer a one-stop online-to-offline digital media solutions offers better value and convenience to customers Brand Owners Digital Media Publishers (Customers) Acquired these 14 horizontal lifestyle digital media brands Expanding into … (1) Automotive verticals + Sales representation
Slide 24: Case Study: iMedia as the Platform acquisition
Case Study: iMedia as the Platform acquisition, upon which more accretive add-on acquisitions are added At Acquisition Implied based 55% 2021[1] on latest reduction in financials effective valuation 12.0x 5.4x after 3 years shows P/E ratio[2] P/E ratio[2] significant Driven by value creation We acqu
Slide 25: Validated by tremendous value creation for add-on acquisitions
Validated by tremendous value creation for add-on acquisitions ✓ Profit After Tax (PAT) saw significant uplift after acquisition, some experienced complete turnaround ✓ Evidence of successful value creation and synergy extraction Ownership stake% FY20 FY24 RM1475k RM1131k 10.4x RM813k RM793k 1.8x 12
Slide 26: Summary of Add-on Acquisitions
Summary of Add-on Acquisitions Total Current Transaction(s) P/E at Initial Blended P/E based Company Brands Acquisition Year Consideration Paid Shareholding (%) Involved Acquisition (x)[1] on FY24 PAT[2] (RM) Acquired initial stake of 80% and Oh Media Sdn 2020 100% 2,800,000 exercised call 4.4x 3.4x
Slide 27: Summary of Add-on Acquisitions (Cont'd)
Summary of Add-on Acquisitions (Cont’d) Total Current Transaction(s) P/E at Initial Blended P/E based Company Brands Acquisition Year Consideration Paid Shareholding (%) Involved Acquisition (x)[1] on FY24 PAT[2] (RM) Acquired initial stake of 60%; still Moretify Sdn 2021 60% 1,950,000 holding call
Slide 28: Looking Ahead...
Looking Ahead... CATCHA DIGITAL
Slide 29: Digital Media M&A Approach
Digital Media M&A Approach: Accretive M&As and partnerships to broaden our advantage as the leading one-stop digital media solutions provider Combo of Build, Acquire, Expand via M&A and Expand via M&A Expand via M&A Convert & Partner Partnerships Digital Media Publisher Digital Media Publisher Digit
Slide 30: Software: Asset-light B2B software businesses
Software: Asset-light B2B software businesses with proven financial track record and a management fit Organisational Business Characteristic Financial Characteristic Investment Characteristic Characteristic ▪ Business-to-Business offering ▪ High cash conversion ▪ Solid margins ▪ Strong management ▪
Slide 31: Financial Performance Update (Q2'FY2025)
Financial Performance Update (Q2’FY2025)
Slide 32: Catcha Digital Berhad Financial Performance (Q2'FY2025)
Catcha Digital Berhad Financial Performance (Q2’FY2025) Catcha Digital FY25 Berhad Q1FY24 Q2FY24 Q3FY24 Q4FY24 Q1FY25 Q2FY25 Q3FY25 Q4FY25 YoY Q2 FY23 FY24 (YTD) (“CDB”) RM'000 RM'000 RM'000 RM'000 RM'000 RM'000 RM'000 RM'000 RM'000 % RM'000 RM'000 RM'000 Net Revenue 8,783 7,629 11,142 10,838 9,486
Slide 33: M&A Updates (Announced Acquisitions)
M&A Updates (Announced Acquisitions)
Slide 34: One International Exhibition – Expanding into the Trade Exhibition Sector
One International Exhibition – Expanding into the Trade Exhibition Sector Overview Customers Key Deal Terms for One International One International Agri Malaysia Exhibition Sdn Bhd 60% equity acquired by Catcha Connect (a wholly- (“One International”) owned subsidiary of Catcha Digital Berhad) Stake
Slide 35: Summary of Announced Acquisitions
Summary of Announced Acquisitions
Slide 36: Announced Acquisitions - in a Glance
Announced Acquisitions - in a Glance Equity interest Year 1 post- Year 2 post- Year 3 post- # Company[1] acquired by CDB Performance Metrics Completion (RM m) Completion (RM m) Completion (RM m) 1 One International 60.0% Expected PATAMI 2.75 3.16 n/a 2 Theta 92.5% Expected PAT 4.0* 5.0** n/a 3 Digit
Slide 37: Right Issue with Free Warrants
Right Issue with Free Warrants
Slide 38: Renounceable Right Issue (1-4) with Free Detachable Warrants (2-1)
Renounceable Right Issue (1-4) with Free Detachable Warrants (2-1) Overview Renounceable Rights Detachable Free Issue of Min Gross Proceeds Indicative Max Gross Warrants of Issuance of up to Issue Price 1-4 Issuance of up to TBD[1] RM11.5m Proceeds 2-1 180,241,088 One (1) Rights Share 90,120,544 Up
Slide 39: Q&A
Q&A CATCHA DIGITAL
Slide 40: Thank You
Thank You Catcha Digital Berhad, Level 3, T03/L01, Menara TH Uptown No.3, Jalan SS 21/39, Damansara Utama, 47400 Bandar Petaling Jaya, Selangor 51
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