Catcha Digital Bhd · MYX:CATCHA
Catcha Digital Bhd — Q1 2024 Earnings Presentation
19 slides from Catcha Digital Bhd's earnings presentation, May 30, 2024
Slide 1: Catcha Digital Berhad Q1 FY24 Online Investor Briefing
Catcha Digital Berhad Q1 FY24 Online Investor Briefing Date: 30th May 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 (Q1’FY2024) 3 Digital Media Update – M&A 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: 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 7: Catcha Digital to be the largest digital media group by consolidating a fragmented sector
Catcha Digital to be the LARGEST digital media group by consolidating the highly fragmented sector Highly Fragmented Sector To benefit significantly from consolidation Independent Online News Portal 2 Independent Online News Portal 1 Experiential Independent marketing firm 1 Online News Preferred Po
Slide 8: 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 14 digital media brands To enjoy a Customer comprehensive Sales representation for leading news and lifestyle sites deals with and integrated only one su
Slide 9: Proven and 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 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 (Q1'FY2024)
Financial Performance Update (Q1’FY2024)
Slide 15: Catcha Digital Berhad Financial Performance
Catcha Digital Berhad Financial Performance Catcha Digital Berhad Q1FY23 Q2FY23 Q3FY23 Q4FY23 Q1FY24 (“CDB”) RM'000 RM'000 RM'000 RM'000 RM'000 Net Revenue 2,926 6,957 7,190 6,500 8,783 Cost of Sales (816) (1,970) (2,439) (2,144) (3,013) Gross Profit 2,110 4,987 4,752 4,356 5,770 Net Operating Expen
Slide 16: M&A
M&A | CATCHA DIGITAL
Slide 17: Acquire 70% stake in TR Media, owner of The Reporter
[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 Reporter
Slide 18: Q&A
Q&A | | CATCHA DIGITAL
Slide 19: 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 22
Catcha Digital Berhad — Q1 2024 Earnings Presentation on 6ix