Tnl Mediagene · NASDAQ:TNMG
Tnl Mediagene — Investor Presentation (May 2025)
16 slides from Tnl Mediagene's investor presentation, May 8, 2025
Slide 1: Asia's Next-Generation Media and Data Analytics Company Strategic Expansion Plan
Copyright © 2025 TNL Mediagene Asia's Next - Generation Media and Data Analytics Company Strategic Expansion Plan May 2025 1
Slide 2: Disclaimer
Disclaimer 2 Copyright © 2025 TNL Mediagene Disclaimer This presentation (this “Presentation”) is for information purposes only. By accepting, reviewing or reading this Presentation, you will be deemed to have agreed to the obligations and restrictions set out below. No Offer or Solicita tion This P
Slide 3: Non-IFRS Financial Measures
Non - IFRS Financial Measures This Presentation includes adjusted EBITDA, a financial measure not presented in accordance with the International Financial Reporting Standards. This non - IFRS financial measure is not a measure of financial performance in accordance with IFRS and may exclude items th
Slide 4: Performance driven by organic growth, M&A and cost efficiency
Copyright © 2025 TNL Mediagene 4 $20.0m $35.8m Our performance is driven by organic growth, M&A and cost efficiency $48.5m FY2022 FY2024 FY2023 Gross Profit Revenue Adjusted EBITDA +79.1% +35.3% 38.7% 1 $7.7m 35.3% 1 $12.7m 36.6% 1 $17.7m - 8.4% 2 - $1.7m - 2.8% 2 - $1.0m - 1.8% 2 - $0.9m 1 Gross Pr
Slide 5: Targeting cost-efficient revenue growth via 2 pillars
Over the next 24 months we are targeting cost - efficient revenue growth via 2 pillars: Global Talent Management Global Strategic M&A 5 Copyright © 2025 TNL Mediagene
Slide 6: Global Talent Management
Copyright © 2025 TNL Mediagene Global Talent Management
Slide 7: Approximately 500 employees across Asia
548 7 Copyright © 2025 TNL Mediagene 529 500 1 H2 2024 FY2024 1 TNL Mediagene has approximately 500 employees across Asia, with offices in Japan, Taiwan, and Hong Kong. 4/30/25 We expect to trend toward less headcount over the next 24 months
Slide 8: Key focus areas
Key focus areas: 8 Copyright © 2025 TNL Mediagene ▪ Selective senior hires – bolstering capital markets, regulatory & HR roles ▪ Trend toward less overall headcount – rationalization and selectively replacing churn ▪ AI streamlining some functions, or reducing resource intensity of some functions –
Slide 9: Global Strategic M&A
Copyright © 2025 TNL Mediagene Global Strategic M&A
Slide 10: Goal: largest pan-Asian independent media & data analytics company
Our goal is to be the largest pan - Asian, independent, high - quality media & data analytics company ▪ Multi - language ▪ Multi - market ▪ Ecosystem approach ▪ Technology, Data, E - commerce & AI Services offerings 10 Copyright © 2025 TNL Mediagene
Slide 11: Focus geographies: Asia primarily, English language markets secondarily
Our focus geographies are Asia primarily and English language markets secondarily Asia Markets: Southeast Asia Taiwan Japan English Language Markets United States Canada UK Australia 11 Copyright © 2025 TNL Mediagene
Slide 12: Our M&A Model
Our M&A Model One or two acquisitions per year Focus on media and content brands, technology, or data solutions Intended to open new geographies or strengthen internal technology Our M&A methodology was profiled in a Harvard Business Review case study 1 Notes: 1 Huang, Laura, and Katie LaMattina. "T
Slide 13: Multiple arbitrage opportunities
We see multiple arbitrage opportunities: 13 Copyright © 2025 TNL Mediagene ▪ Acquire assets with large audiences and relatively lower ARPU and enhance with our technology / service offerings to increase ARPU ▪ Acquire assets with relatively higher cost basis and streamline with our disciplined cost
Slide 14: Appendix
Copyright © 2025 TNL Mediagene Appendix
Slide 15: Use of Non-IFRS Financial Measures
Use of Non - IFRS Financial Measures In this Presentation we have included adjusted EBITDA, a non - IFRS financial measure, which is a key measure used by our management and board of directors in evaluating our operating performance . Adjusted EBITDA is our preferred metric for profitability because
Slide 16: Adjusted EBITDA Reconciliation
2024 2023 2022 ($ in dollars, unless otherwise stated) (85.0) (1.2) (11.4) Loss for the year Add (less) : (0.3) (0.6) (0.2) Income tax (benefit) expense 8.2 0.3 0.1 Finance costs 0.9 (5.5) 8.2 Other gains and losses 1 (0.1) (0.4) (0.1) Other income (0.0) (0.0) (0.0) Interest Income (76.3) (7.4) (3.4