Catcha Digital Bhd · MYX:CATCHA
Catcha Digital Bhd — Investor Presentation (January 2024)
23 slides from Catcha Digital Bhd's investor presentation, January 2024
Slide 1: Catcha Digital Berhad
Catcha Digital Berhad KLSE:CATCHA Building the leading Digital Group in Southeast Asia Jan 2024
Slide 2: 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 3: 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 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, i.e. iMedia great entrepreneur-led digital and market is dominated, replicating softw
Slide 4: 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 5: 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 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 6: 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 Acquisition
Slide 7: 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 8: 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 RM1,074k RM906k 2.4x RM643k 17.1x 5.2x
Slide 9: Our online news portals and influencer marketing platform are highly synergistic
Our wholly or majority-owned online news portals and influencer marketing platform are highly synergistic with significant reach Digital Media OH! MEDIA BEAUTIFUL KIMCHI DAILY THE GOODY25 MORETIFY LOK LOK NARA REPORTER* WORDS Influencer Marketing Platform ITTIFY 2.1M 4.3M 1.8M 1.4M 420K 126K 400K 1.
Slide 10: Reaching half of Malaysians across all demographics
Reaching half of Malaysians across all demographics 17.6m 14.6m people followers Visit our websites on a monthly Social audience on Facebook, basis Instagram and Tiktok combined 3 Languages (Malay, English, Chinese) Wide audience coverage split by language, age and gender 10 Includes brands represen
Slide 11: Our clients
Allowing us to serve and grow alongside world-class companies as our clients OUR CLIENTS We are trusted by world-class companies to propel their growth with our digital solutions 11
Slide 12: Former Owner's Testimonials: Tremendous value creation from consolidation
Former Owner’s Testimonials: Tremendous value creation from consolidation Shahzeeq Shahren Tan Guan Sheng CEO & Co-Founder of Nara Media CEO & Co-Founder of ITTIFY “In 2020, iMedia acquired a majority stake in Nara Media Sdn Bhd. “ITTIFY has grown and benefitted under the consolidation of iMedia The
Slide 13: iMedia is well on-track, with remarkable value creation since launch
iMedia is well on-track, evidenced by its remarkable value creation since launch in July 2020 despite COVID-19 headwinds Historical Revenue Historical EBITDA Historical PAT Historical EBITDA and PAT Margin RM30.17m RM7.68m RM11.20m EBITDA Margin RM6.11m PAT Margin 37% 36% RM22.75m RM23.14m RM8.37m 3
Slide 14: Team
Team CATCHA DIGITAL
Slide 15: Catcha Digital has the right team to execute the playbook
Catcha Digital has the right team to execute the playbook Patrick Grove Luke Elliott Eric Tan Voon Tze Khay Chairman & Major Director & Major Group CEO CEO of iMedia Asia & Shareholder Shareholder substantial shareholder* § Co-founded Catcha Group alongside § Co-founded Catcha Group alongside § Form
Slide 16: Track Record
Track Record CATCHA DIGITAL
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 case study: Creating the leading online real estate group in SEA 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 unique visits unique visits • Acquired property expo •
Slide 19: Former Owner's Testimonials at iProperty
Former Owner’s Testimonials at iProperty: Life-changing event and lasting relationships Hoi Cheng, Founder of xyzzy "Selling our event business to Catcha Group and joining the iProperty family was the greatest thing that ever happened. We created so much value together over 2.5 years after the deal,
Slide 20: 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 For enquiries, please email eric@catchadigital.com
Slide 21: Appendix: Financial Performance (Q3'FY2023)
Appendix: Financial Performance (Q3’FY2023)
Slide 22: Catcha Digital Berhad Financial Performance
Catcha Digital Berhad Financial Performance Catcha Digital Berhad Q1FY23 Q2FY23 Q3FY23 Changes (Q3 v Q2) Catcha Digital Berhad 9MFY22 9MFY23 Changes (“CDB”) RM'000 RM'000 RM'000 RM'000 % (“CDB”) RM'000 RM'000 RM'000 % Net Revenue 2,926 6,957 7,190 233 3% Net Revenue - 17,074 - - Cost of Sales (816)
Slide 23: iMedia Financial Performance
iMedia Financial Performance iMedia Asia Sdn Bhd Q1FY23 Q2FY23 Q3FY23 Changes (Q3 v Q2) iMedia Asia Sdn Bhd 9MFY22 9MFY23 Changes (“iMedia”) RM'000 RM'000 RM'000 RM'000 % (“iMedia”) RM'000 RM'000 RM'000 % Net Revenue 8,987 6,957 7,190 233 3% Net Revenue 23,260 23,135 (125) -1% Cost of Sales (2,156)
Catcha Digital Berhad — Investor Presentation (January 2024) on 6ix