Catcha Digital Bhd · MYX:CATCHA
Catcha Digital Bhd — Q3 2025 Earnings Presentation
42 slides from Catcha Digital Bhd's earnings presentation, Nov 25, 2025
Slide 1: Catcha Digital Berhad Q3 FY25 Online Investor Briefing
Catcha Digital Berhad Q3 FY25 Online Investor Briefing Date: 25 Nov 2025 Time: 10:00 a.m. – 10:45 a.m. A permanent home for market-leading companies in SEA
Slide 2: Agenda
Agenda Items 1 Key Highlights 2 Catcha Digital Berhad Overview 3 Financial Performance Update (Q3’FY2025) 4 M&A Updates 5 Q&A 2
Slide 3: Key Highlights
Key Highlights 1) M&A 1) Completed 60% Acquisition of One International, our first acquisition into B2B Trade Expo, forming our 3rd Platform. 2) Integrated D2D and Tastefully into iMedia, our Digital Media Platform 2) Funding 1) Executed Debt Financing of RM35m Revolving Credit Facility with Affin I
Slide 4: 1. Catcha Digital Berhad Overview
1. Catcha Digital Berhad Overview
Slide 5: Overview of Catcha Digital Berhad and its Platforms
Overview of Catcha Digital Berhad and its Platforms Digital Media Software B2B Trade Expo Digital Media Publishers SOFTWARE Acquired these 14 horizontal lifestyle digital media brands & launching more Expanding into … * (1) Automotive verticals + several other targets identified several other target
Slide 6: Building, growing and scaling market-leading companies in SEA
Building, growing and scaling market-leading companies in SEA Digital Media + Software + Trade Expo 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 profitable market is dominated, replicating businesses
Slide 7: A permanent home for market-leading companies with sustainable profits and cashflow
A permanent home for market-leading companies with sustainable profits and cashflow WE BUILD AND ACQUIRE MARKET-LEADING PROFITABLE COMPANIES WE ENABLE EARNINGS GROWTH WE CREATE SUSTAINABLE BY SUPPORTING & COACHING SHAREHOLDER VALUE IN THE OUR COMPANIES & PEOPLE LONG-TERM WITH BEST PRACTICES WE RE-IN
Slide 8: Creating a win-win proposition to both sellers/acquiree and CDB's shareholders
Creating a win-win proposition to both sellers/acquiree and CDB’s shareholders Seller’s Win CDB’s Win ▪ Organic and stable ▪ Crystallise investment growth ▪ Profitable, strong cash- ▪ Continuity of life’s work flow businesses & legacy preservation ▪ Employee and customer ▪ Accretive acquisitions cer
Slide 9: Compound long-term shareholders return by combining organic and acquisition-led growth
Compound long-term shareholders return by combining organic and acquisition- led growth, anchored by disciplined capital allocation Disciplined Centralised Capital Allocation with structured deployment process and programmatic M&A + HQ → Platform Highly Accretive Acquisitions Platform → HQ of market
Slide 10: Programmatic M&A
Programmatic M&A CATCHA DIGITAL
Slide 11: Programmatic M&A starts with objective-driven acquisitions
Programmatic M&A starts with objective-driven acquisitions Platform Acquisitions Add-on Acquisitions Geographical or product No integration to offering expansion existing companies Vertical or horizontal expansion in the value- Sufficient scale either at chain acquisition or through focused buy-and-
Slide 12: Acquisition Criteria
We assign criteria specific based on the objective of our acquisitions Platform Acquisitions Add-on Acquisitions Qualitative Qualitative Market Leaders Strategic Value-Add Market Leaders Digital Focus Acquisition Criteria Established Financial Entrepreneurial High Profit Potential Entrepreneurial Tr
Slide 13: Deal structure is guided by 20%+ IRR
Deal structure is guided by 20%+ IRR to create EPS-accretive investment structure that aligns incentives for all parties involved Valuation of 4x - 9x Price-to-Earnings (“PE”) Multiple Free Cash Flow Growth of 5-20% >20% Payment tranched over 24-48 months IRR Payment tied to Profit and Performance G
Slide 14: Valuation of target companies is informed by business characteristics
Valuation of target companies is informed by a set of business characteristics that determines the quality of the business P/E MULTIPLE Company Growth Profit Revenue Churn Rate Customer Profit Balance Legal & Technical Reliance on Size Rate Margin Predictability (Logo & Concentration Guarantee Sheet
Slide 15: Structured 8-step investment process
Our investment team follows a structured 8-step process to maximise effectiveness and efficiency 1 Prospect Formulate Thesis → Build List of target companies via online databases and offline network 2 Qualify Qualify targets based on financials via public sources and market intelligence 3 Contact Re
Slide 16: A robust and active M&A funnel
A robust and active M&A funnel M&A Funnel Prospected, Tracked in Proprietary Database 4467 Had Meetings With 940 Performed Preliminary Assessment 493 Entered Negotiation 182 Presented to IC 35 Notes: • Metrics since June 2023, as of 23 Nov 2025 • IC means Investment Committee • LOI means Letter of I
Slide 17: We have been there, done that…
We have been there, done that…
Slide 18: Dedicated Board and Management Team with Significant Ownership of ~64%
Dedicated Board and Management Team with Significant Ownership of ~64% Board of Directors Patrick Grove Luke Elliott Dato’ Justin Leong Chairman Director Director Management Team Eric Tan Voon Tze Khay Jacky Tee CFO, Catcha Digital Media Group CEO CEO, Catcha Digital Media ✓ Helmed by serial entrepr
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’scase Techstudy: SceneCreating 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 Kong
Slide 21: Case Study of our 1st Platform Acquisition
Case Study of our 1st Platform Acquisition
Slide 22: Building, growing and scaling market-leading companies in SEA
Building, growing and scaling market-leading companies in SEA Digital Media + Software + Trade Expo 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 software b
Slide 23: Programmatic M&A starts with objective-driven acquisitions
Programmatic M&A starts with objective-driven acquisitions Platform Acquisitions Add-on Acquisitions Geographical or product No integration to offering expansion existing companies Vertical or horizontal expansion in the value- Sufficient scale either at chain acquisition or through focused buy-and-
Slide 24: Programmatic M&A starts with objective-driven acquisitions
Programmatic M&A starts with objective-driven acquisitions Platform Acquisitions Add-on Acquisitions Existing management team (CEO, CFO and COO) continues to lead the company executed conditional share sale agreement but completion of these transactions are pending fulfilment of conditions precedent
Slide 25: One-stop online-to-offline digital media solutions
Doubling down to offer a one-stop online-to-offline digital media solutions offers better value and convenience to customers Brand Owners Digital Media Publishers (Customers) Acquired these 14 horizontal lifestyle digital media brands + launching more Expanding into … (1) Automotive verticals + (2)
Slide 26: Case Study: iMedia as the Platform acquisition
Case Study: iMedia as the Platform acquisition, upon which more accretive add-on acquisitions are added At Acquisition Implied based 55% 2021[1] on latest reduction in financials effective valuation 12.0x 5.4x after 3 years shows P/E ratio[2] P/E ratio[2] significant Driven by value creation We acqu
Slide 27: Validated by tremendous value creation for add-on acquisitions
Validated by tremendous value creation for add-on acquisitions ✓ Profit After Tax (PAT) saw significant uplift after acquisition, some experienced complete turnaround ✓ Evidence of successful value creation and synergy extraction Ownership stake% FY20 FY24 RM1475k RM1131k 10.4x RM813k RM793k 1.8x 12
Slide 28: Summary of Add-on Acquisitions
Summary of Add-on Acquisitions Total Current Transaction(s) P/E at Initial Blended P/E based Company Brands Acquisition Year Consideration Paid Shareholding (%) Involved Acquisition (x)[1] on FY24 PAT[2] (RM) Acquired initial stake of 80% and Oh Media Sdn 2020 100% 2,800,000 exercised call 4.4x 3.4x
Slide 29: Summary of Add-on Acquisitions (Cont'd)
Summary of Add-on Acquisitions (Cont’d) Total Current Transaction(s) P/E at Initial Blended P/E based Company Brands Acquisition Year Consideration Paid Shareholding (%) Involved Acquisition (x)[1] on FY24 PAT[2] (RM) Acquired initial stake of 60%; still Moretify Sdn 2021 60% 1,950,000 holding call
Slide 30: Looking Ahead...
Looking Ahead... CATCHA DIGITAL
Slide 31: Digital Media Add-on Acquisition: Accretive M&As and partnerships
Digital Media Add-on Acquisition: Accretive M&As and partnerships to broaden our advantage as the leading one-stop digital media solutions provider Combo of Build, Acquire, Expand via M&A and Expand via M&A Expand via M&A Convert & Partner Partnerships Digital Media Publisher Digital Media Publisher
Slide 32: Software: Asset-light B2B software businesses
Software: Asset-light B2B software businesses with proven financial track record and a management fit Organisational Business Characteristic Financial Characteristic Investment Characteristic Characteristic ▪ Business-to-Business offering ▪ High cash conversion ▪ Solid margins ▪ Strong management ▪
Slide 33: Trade Expo: Asset-light B2B Trade Expo businesses
Trade Expo: Asset-light B2B Trade Expo businesses with proven financial track record and a management fit Organisational Business Characteristic Financial Characteristic Investment Characteristic Characteristic ▪ Business-to-Business offering ▪ High cash conversion ▪ Solid margins ▪ Strong managemen
Slide 34: Financial Performance Update (Q3'FY2025)
Financial Performance Update (Q3’FY2025)
Slide 35: Catcha Digital Berhad Financial Performance (Q3'FY2025)
Catcha Digital Berhad Financial Performance (Q3’FY2025) RM ‘000 Q1FY24 Q2FY24 Q3FY24 Q4FY24 Q1FY25 Q2FY25 Q3FY25 Q4FY25 YoY Q3 % FY23 FY24 FY25 (YTD) Net Revenue 8,783 7,629 11,142 10,838 9,486 12,774 25,262 14,120 127% 23,574 38,393 47,522 Cost of Sales (3,013) (2,428) (5,219) (3,853) (3,715) (5,23
Slide 36: M&A Updates (Announced Acquisitions)
M&A Updates (Announced Acquisitions)
Slide 37: Announced Acquisitions - in a Glance
Announced Acquisitions - in a Glance Equity interest Year 1 post- Year 2 post- Year 3 post- # Company[1] acquired by CDB Performance Metrics Completion (RM m) Completion (RM m) Completion (RM m) 1 Technave 100% Net Asset Guarantee [i] N/A N/A N/A 2 One International 60.0% Expected PATAMI 2.75 3.16 n
Slide 38: One International – Leading Agriculture and Construction Trade Expo
One International – Platform | Completed Leading Agriculture and Construction Trade Expo Overview Customers Key Deal Terms for One International One International Agri Malaysia Exhibition Sdn Bhd 60% equity acquired by Catcha Connect (a wholly- (“One International”) owned subsidiary of Catcha Digita
Slide 39: TechNave – Expanding into the Consumer Technology Media Sector
TechNave (“Maxoom”) – Add-on | Pending Completion Expanding into the Consumer Technology Media Sector Overview Customers Key Deal Terms for TechNave Maxoom Sdn Bhd 100% equity acquired by iMedia (a wholly-owned subsidiary (“TechNave” or “Maxoom”) of Catcha Digital Berhad) Stake Core Business: Leadin
Slide 40: Consistent Value Compounder: A proven strategy of Serial Acquirers
Consistent Value Compounder: A proven strategy of Serial Acquirers globally creating outsized shareholders returns over decades Serial Acquirer in Niche Aerospace Serial Acquirer in Software and Defense Aftermarket Products • Market Cap: US$49.5B • Market Cap: US$36.7B • Acquired 500+ • Acquired 100
Slide 41: Q&A
Q&A CATCHA DIGITAL
Slide 42: Thank You
Thank You Catcha Digital Berhad, Level 3, T03/L01, Menara TH Uptown No.3, Jalan SS 21/39, Damansara Utama, 47400 Bandar Petaling Jaya, Selangor 42
Catcha Digital Berhad — Q3 2025 Earnings Presentation on 6ix