Catcha Digital Bhd · MYX:CATCHA
Catcha Digital Bhd — Q4 2023 Earnings Presentation
30 slides from Catcha Digital Bhd's earnings presentation, Feb 28, 2024
Slide 1: Catcha Digital Berhad Q4 FY23 Online Investor Briefing
Catcha Digital Berhad Q4 FY23 Online Investor Briefing Date: 28th Feb 2024 Time: 10:00 a.m. – 10:45 a.m.
Slide 2: Agenda
Agenda for Catcha Digital Berhad Q4 FY23 Online Investor Briefing Agenda 1 Catcha Digital Berhad’s Vision & Mission 2 Financial Performance Update (Q4’FY2023) 3 Digital Media Update – M&A, Digital Out-of-Home and Partnerships 4 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 67%
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 We are here now… 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 soft
Slide 6: Building on a proven & balanced approach to create long-term shareholder value
Building on 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 Shareh
Slide 7: Digital media advertising has been growing rapidly while traditional media struggle
Digital media advertising has been growing rapidly while traditional media companies struggle to perform in the fast-changing media landscape Malaysia Digital ADEX 2018-2028E1 (RM m) Traditional media players are seeing massive shrink in Yet more than half of ad spend goes to Meta & Google, while th
Slide 8: Catcha Digital to be the largest digital media group by consolidating the fragmented sector
Catcha Digital to be the LARGEST digital media group by consolidating the highly fragmented sector via iMedia Highly Fragmented Sector To benefit significantly from consolidation Independent Online News Portal 2 Independent Online News Portal 1 Independent Online News Preferred Portal 3 Partner Adve
Slide 9: One-stop digital media solutions offer better value and convenience to customers
Offering a one-stop digital media solutions offers better value and convenience to customers Brand Owners Digital Media (Customers) Acquired these 13 digital media brands To enjoy a Customer comprehensive Sales representation for leading news and lifestyle sites deals with and integrated To be compl
Slide 10: Validated by tremendous value creation for past acquisitions
Validated by tremendous value creation for past acquisitions ü Profit After Tax (PAT) saw significant uplift within 24 months of acquisitions, some experienced complete turnaround ü Evidence of successful value creation and synergy extraction FY20 FY22 RM1,506k Ownership stake% RM1,074k RM906k 2.4x
Slide 11: 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 12: Operating case study: Creating the leading online real estate group in SEA
Operating SEA’s case Techstudy: Scene Creating 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 Kon
Slide 13: 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 We are here now… 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 soft
Slide 14: Financial Performance Update (Q4'FY2023)
Financial Performance Update (Q4’FY2023)
Slide 15: Financial Performance FY2023
Financial Performance FY2023 iMedia Asia Sdn Bhd FY23 Changes Catcha Digital Berhad FY23 Changes (“iMedia”) RM'000 RM'000 % (“CDB”) RM'000 RM'000 % Net Revenue 29,635 (533) -2% Net Revenue 23,574 - - Cost of Sales (8,708) Cost of Sales (7,369) Gross Profit 20,927 (757) -3% Gross Profit 16,205 - - Ne
Slide 16: Digital Media Update
Digital Media Update CATCHA DIGITAL
Slide 17: One-stop digital media solutions offer better value and convenience to customers
Offering a one-stop digital media solutions offers better value and convenience to customers Brand Owners Digital Media (Customers) Acquired these 13 digital media brands To enjoy a Customer comprehensive Sales representation for leading news and lifestyle sites deals with and integrated To be compl
Slide 18: M&A
M&A | CATCHA DIGITAL
Slide 19: To acquire 70% stake in TR Media, owner of The Reporter, for RM665k
[To be Completed] To acquire 70% stake in TR Media, owner of The Reporter, for RM665k to strengthen Malay-language network Deal Rationale 1• The Reporter (https://www.thereporter.my/) , owned by TR Media, is an emerging social news portal that can strengthen iMedia’s Malay language network • The Rep
Slide 20: CDB to acquire 51% stake in Digital Symphony for RM21.165m
[Due Diligence] CDB to acquire 51% stake in Digital Symphony (“DS”) for RM21.165m to strengthen our digital marketing capabilities and tap cross-selling synergies Profile: • Award-winning digital marketing agency focusing on performance marketing • Gained a strong foothold within the property sector
Slide 21: Select Client of Digital Symphony
Select Client of Digital Symphony 21
Slide 22: Key Terms for the Acquisition of Digital Symphony
Key Terms for the Acquisition of Digital Symphony Profit Guarantee of RM4m (Year-1) and RM4.3m (Year-2) Summary of Terms for Digital Symphony Current Status Due Diligence Phase Stake CDB to acquire a 51% equity stake Founder / Key Management Retention Founders to retain 49% equity stake to continue
Slide 23: Digital Out-of-Home
Digital Out-of-Home CATCHA DIGITAL
Slide 24: Digital Out-of-Home 1st Screen Live at Jalan Tun Razak
Digital Out-of-Home 1st Screen Live at Jalan Tun Razak 24
Slide 25: Digital Out-of-Home 1st Screen Live at Jalan Tun Razak
Digital Out-of-Home 1st Screen Live at Jalan Tun Razak 25
Slide 26: Strategic Partnership
Strategic Partnership CATCHA DIGITAL
Slide 27: CDB forms strategic partnership with Framemotion Studio Sdn Bhd
CDB forms strategic partnerships with Framemotion Studio Sdn Bhd to offer immersive experiential advertising solutions to its client Founded in 2008, Framemotion Studio Sdn Bhd is a full-fledged 360° integrated consultancy specialized in delivering immersive and interactive experiences for marketing
Slide 28: Introductory Videos - Framemotion Studio Reel 2023
Introductory Videos - Framemotion Studio Reel 2023 Link to Youtube: https://www.youtube.com/watch?v=duN3bEWjrt0&list=PLawmqApKFvUXvTXz8ccl9CGnBlYopAj2- Link to Framemotion Youtube: https://www.youtube.com/channel/UCl3Dm8IVH4v2CP4OUPx9ntQ 28
Slide 29: Q&A
Q&A | | CATCHA DIGITAL
Slide 30: Thank You
Thank You Catcha Digital Berhad, Co-Labs Coworking The Starling Plus, Lot PT297, Level 4 Uptown 7, Jalan SS 21/39, Damansara Utama, 47400 Petaling Jaya, Selangor 30
Catcha Digital Berhad — Q4 2023 Earnings Presentation on 6ix