Catcha Digital Bhd · MYX:CATCHA
Catcha Digital Bhd — Q2 2023 Earnings Presentation
21 slides from Catcha Digital Bhd's earnings presentation, Aug 30, 2023
Slide 1: Catcha Digital Berhad Q2 FY23 Online Investor Briefing
Catcha Digital Berhad Q2 FY23 Online Investor Briefing Date: 30th August 2023 Time: 10:00 a.m. – 10:45 a.m.
Slide 2: Agenda
Agenda 1. Financial Performance Update 2. Catcha Digital Berhad’s Strategy Overview 3. Updates on Digital Media Acquisitions 4. Track Record Case Study 5. Q&A 2
Slide 3: Financial Performance Updates
Financial Performance Updates
Slide 4: Catcha Digital Berhad Financial Performance
Catcha Digital Berhad Financial Performance Catcha Digital Berhad Q1FY23 Q2FY23 Changes Catcha Digital Berhad H1FY22 H1FY23 Changes (“CDB”) RM'000 RM'000 RM'000 % (“CDB”) RM'000 RM'000 RM'000 % Net Revenue 2,926 6,957 4,031 138% Net Revenue - 9,884 - - Cost of Sales (816) (1,970) Cost of Sales - (2,
Slide 5: iMedia Financial Performance – improved results comparing H1FY23 and H1FY22
iMedia Financial Performance – improved results comparing H1FY23 and H1FY22 iMedia Asia Sdn Bhd Q1FY23 Q2FY23 Changes iMedia Asia Sdn Bhd H1FY22 H1FY23 Changes (“iMedia”) RM'000 RM'000 RM'000 % (“iMedia”) RM'000 RM'000 RM'000 % Net Revenue 8,987 6,957 (2,030) -23% Net Revenue 15,435 15,945 510 3% Co
Slide 6: Catcha Digital Berhad's Strategy Overview
Catcha Digital Berhad’s Strategy Overview
Slide 7: 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 8: 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 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 Online News Portal (3 major languages) (Customers) Acquired these 6 brands and still rapidly expanding portfolio Sales representation for leading news, food and travel sites Customer To enjoy a
Slide 10: Our Strategy has created tremendous value for all of iMedia's acquisitions
Our Strategy has created tremendous value for all of iMedia’s 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% RM1,074
Slide 11: Updates on Digital Media Acquisitions
Updates on Digital Media Acquisitions
Slide 12: 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 Online News Portal (3 major languages) (Customers) Acquired these 6 brands and still rapidly expanding portfolio Sales representation for leading news, food and travel sites Customer To enjoy a
Slide 13: 4 Digital Media Acquisitions to strengthen our position in the industry
4 Digital Media Acquisitions to strengthen our position in the industry Company Brands Transaction Type Business One-Liner Stake to Acquire Rationale Purchase Consideration % 1 Goody Technologies Call Option Exercise to Chinese and English 40% To wholly own top RM2,928,000.00 Sdn Bhd “Goody” acquire
Slide 14: Exercising Call Option of Minority Interest (Goody, Nara & Oh Media)
Exercising Call Option of Minority Interest (Goody, Nara & Oh Media) In FY2022, Profit After Tax from these Non-Controlling Interests amounts to RM887k Goody Technologies Sdn Bhd “Goody” Audited Audited Audited To wholly-own our top performing assets by acquiring minority RM FY2020 FY2021 FY2022 Net
Slide 15: Now we own 100% of our three top-performing assets
Validated by tremendous value creation for all of iMedia’s acquisitions, now we own 100% of our three top–performing assets after exercising our call option ü Profit After Tax (PAT) saw significant uplift within 24 months of acquisitions, some experienced complete turnaround ü Evidence of successful
Slide 16: To acquire 70% stake in TR Media, owner of The Reporter, for RM665k
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 is currently
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 Online News Portal (3 major languages) (Customers) Acquired these 6 brands and still rapidly expanding portfolio Sales representation for leading news, food and travel sites Customer To enjoy a
Slide 18: Track Record Case Study
Track Record Case Study CATCHA DIGITAL
Slide 19: 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 20: 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 21: 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 21
Catcha Digital Berhad — Q2 2023 Earnings Presentation on 6ix