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2. 2
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
Southeast Asia is
HUGE
RM1,500bn
in 20251
Digital advertising to
contribute
67%
of global advertising
expenditure in 20242
Enterprise software
spending to grow
40-45%
across Southeast Asia3
Digital economy of
Southeast Asia is
GROWING
FAST
20% CAGR
From 2022-20251
Sources: [1] e-Conomy SEA 2022 Report by Google & Temasek [2] e-Marketer [3] Gartner & IDC
3. 3
We do it by building, growing and scaling leading digital companies in SEA
PHASE 1
We build and grow digital
companies, i.e. iMedia
PHASE 2
We invest in, acquire and
scale great entrepreneur-led
digital and software
businesses to benefit from
scale and strengthen our
product suite
PHASE 3
To go regional once
Malaysian market is
dominated, replicating
Catcha’s success in regional
expansion seen in iProperty &
iCar Asia
We are here now…
✓
Build
Grow
Scale
✓
4. 4
Digital media advertising has been growing rapidly while traditional media
companies struggle to perform in the fast-changing media landscape
Malaysia Out-of-Home ADEX 2018-2027E2 (RM m)
Traditional media players are seeing massive shrink in
value in the past 5 years due to the shift to digital
Market Cap
2015:
RM1,897m
2022:
RM466m
Down 70%
Down 80%
Down 65%
Market Cap
2015:
RM1,730m
2022:
RM217m
Market Cap
2015:
RM1,240m
2022:
RM287m
Media Chinese International
Note: (a) Facebook & Google ad spend are based on estimate of global digital advertising expenditure (ADEX) market share (b) Market capitalisation as at 5 Jan 2015 and 31 Dec 2023, extracted from Koyfin & Capital IQ
Sources: [1] Statista [2] Statista
Malaysia Digital ADEX 2018-2028E1 (RM m)
2,327
4,464
6,090
2018 2019 2020 2021 2022 2023E 2024E 2025E 2026E 2027E 2028E
Yet more than half of ad spend goes to Meta & Google, while the
balance is fought over by hundreds of local players who stand to
benefit from an industry consolidation
We estimate top 5 players to control 40% of industry revenue, while the
remainder are spread across hundreds of smaller players who are
mostly sub-scale
29%
44%
54%
677
864
1,110
2018 2019 2020 2021 2022 2023E 2024E 2025E 2026E 2027E 2028E
Digital Traditional
Update share price after 31 Dec 2023
5. 5
Catcha Digital to be the LARGEST digital media group by consolidating the
highly fragmented sector via iMedia
Highly Fragmented Sector
Advertiser
/ Agency
To benefit significantly from consolidation
Many independent players that are founder-led, sub-scale
and under-funded; they have great product and content
but unable to monetise effectively
Struggle to monetise as advertisers/agencies do not like
dealing with multiple parties; small players lack the benefit
of selling as a bundle / cannot afford effective sales team
iMedia to be the a “one-stop shop” by being the leading
integrated digital media player (see page 6)
Significant bundling/ upselling opportunities (multiple
languages and products) as relationships deepen; to grab
greater share of advertising budget
Centralization to enable resource capital allocation and cost
synergies
Product-focused and content-focused founders can focus
on what they are best at
All competing for the “small pie” untouched by the Meta-
Google duopoly
Preferred
Partner
Advertiser
/ Agency
Independent
Online News
Portal 2
Independent
Online News
Portal 3
Each circle represents a different independent player,
size of circle denotes company size
Independent
Online News
Portal 1
Independent
Influencer
Platform 1
Independent
Digital Out-of-
Home
Advertising
Company 1
Independent
Social Agency
Independent
Digital Out-of-
Home
Advertising
Company 2
Independent
Influencer
Platform 2
Independent
Marketing
Agency
6. 6
Offering a one-stop digital media solutions offers better value and
convenience to customers
Digital Media
Brand Owners
(Customers)
and many
more…
Influencer
Marketing
Digital Agency (Creative + Performance)
Digital Out-Of-Home
Experiential
Marketing
To enjoy a
comprehensiv
e and
integrated
suite of digital
media
solutions
Custome
r deals
with only
one
party,
i.e.
iMedia Incubated in-house in
2022
Acquired these 13 digital media brands
Sales representation for leading news and lifestyle sites
Acquisition LOI Signed
Build – 1st screen is under construction (Jalan Tun
Razak)
Partner – Glenmarie, Federal Highway, LDP, Penang
Autocity
To continue build, partner & acquire
To grow via M&A
/ JV; several
targets identified
Acquisition LOI
Signed
7. 7
Building on a proven & balanced approach to create long-term shareholder
value
Core Revenue Growth
via better monetization &
effective cross-selling
=
+
+
+
EPS Growth
&
Compoundin
g
Shareholder
Returns
Margin Expansion
driven by operating efficiency
and cost synergies post-
acquisition
Highly Accretive
Acquisitions
of companies that are highly
synergistic at reasonable prices
Strong Free Cash Flow
8. 8
Validated by tremendous value creation for past acquisitions
Profit After Tax (PAT) saw significant uplift within 24 months of acquisitions, some experienced complete
turnaround
Evidence of successful value creation and synergy extraction
FY20 represents the year of acquisition for all the brands listed
Goody25 and Goody! are sister brands under the same entity; KimchiDaily & BeautifulNara are sister brands under the same entity
RM452k
RM123k RM88k
-RM311k
-RM153k
RM1,074k
RM643k
RM1,506k
RM906k
RM250k
FY20 FY22
2.4x
5.2x
17.1x
4x
turnaroun
d
2.6x
turnaroun
d
100% 100% 100% 60%
100%
Ownership
stake%
9. 9
Our wholly or majority-owned online news portals and influencer marketing
platform are highly synergistic with significant reach
OH! MEDIA
SOCIAL
FOLLOWING
4.3M
MONTHLY
USERS
2.1M
Mala
y
Chines
e
Englis
h
Target
audience:
Digital Media
Influencer
Marketing
Platform
BEAUTIFUL
NARA
SOCIAL
FOLLOWING
1.4M
MONTHLY
USERS
1.8M
KIMCHI DAILY
SOCIAL
FOLLOWING
126K
MONTHLY
USERS
420K
THE
REPORTER*
SOCIAL
FOLLOWING
1.2M
MONTHLY
USERS
400K
GOODY25
SOCIAL
FOLLOWING
560k
MONTHLY
USERS
1.2M
MORETIFY
SOCIAL
FOLLOWING
410k
MONTHLY
USERS
1.0m
LOK LOK
WORDS
SOCIAL
FOLLOWING
71K
MONTHLY
USERS
15K
WEIRDKAYA
SOCIAL
FOLLOWING
185K
MONTHLY
USERS
650K
GOODY!
SOCIAL
FOLLOWING
266K
MONTHLY
USERS
100K
LET’S EAT
SOCIAL
FOLLOWING
120K
LET’S TRAVEL EZLOKAL
FOOD
FASHION
STYLE
ONLYFOOD
KL
ITTIFY
Social
postings
since
Mar’21
1,000
+
Influencers
engaged
since
Mar’21
800+
SOCIAL
FOLLOWING
200K
SOCIAL
FOLLOWING
165K
SOCIAL
FOLLOWING
120K
SOCIAL
FOLLOWING
10K
SOCIAL
FOLLOWING
280K
Niche Verticals *Note: LOI for acquisition of a 70% equity in TR Media Bytes Sdn Bhd (“The Reporter”) has been
announced, due diligence is ongoing
10. 10
Reaching half of Malaysians across all demographics
17.6m
Visit our websites on a monthly
basis
people
Social audience on Facebook,
Instagram and Tiktok combined
14.6m
followers
Wide audience coverage split by
language, age and gender
3
Languages
(Malay, English,
Chinese)
Includes brands represented but not owned by iMedia
11. 11
Allowing us to serve and grow alongside world-class companies as our clients
We are trusted by world-class companies to propel their growth
with our digital solutions
OUR CLIENTS
12. 12
Former Owner’s Testimonials: Tremendous value creation from consolidation
Shahzeeq Shahren
CEO & Co-Founder of Nara Media
“In 2020, iMedia acquired a majority stake in Nara Media
Sdn Bhd. The company has seen tremendous growth
post-investment, financially and from a resource
perspective. We now have access to iMedia’s fleet of sales
team, ad operations, finance and other talented people
where we share and exchange key learnings of the
industry. While acquisitions may just sound like a
monetary agenda, in this case it is beyond that. My
ambition prior to this acquisition was to see the company
transcend towards greater things in the digital space, and
I know we are definitely on the right track.”
Tan Guan Sheng
CEO & Co-Founder of ITTIFY
“ITTIFY has grown and benefitted under the consolidation
of iMedia Asia. ITTIFY was able to gain access to huge
clientele who otherwise wouldn't have been available as
an independent company. This consolidation has helped
ITTIFY gain economies of scale, cost savings that come
from increased revenue while lowering cost of sales. As
part of the media empire, ITTIFY was able to bundle its
services with the other companies within the group to
provide game-changing and comprehensive media
services. ITTIFY also gained access to high calibre talents
and technology within the iMedia, allowing the younger
colleagues to learn from and grow.”
RM12
3k
RM64
3k
FY20 FY22
PAT
At acquisition Post-
acquisition
5.2x
-RM311k
RM906k
FY20 FY22
PAT
At acquisition Post-
acquisition
4x
turnaround
13. 13
iMedia is well on-track, evidenced by its remarkable value creation since launch
in July 2020 despite COVID-19 headwinds
EBITDA means earnings (net profit) before interest, taxes, depreciation, and amortization, PAT means profit after tax, CAGR means compounded annual growth rate.
Historical Revenue Historical EBITDA Historical PAT Historical EBITDA and PAT
Margin
~4x Revenue Growth
~93% CAGR
in FY20-22
~7x EBITDA Growth
~165% CAGR
in FY20-22
~7.7x PAT Growth
~177% CAGR
in FY20-22
EBITDA Margin expanded
from 20% to 36%
PAT Margin expanded
from 12% to 26%
Remarkable value creation in 2020-2023
Tremendous growth despite Covid challenges since launch in July 2020
One of the few digital companies in SE Asia to be profitable since launch
RM8.0
9m
RM22.
75m
RM30.17m
RM23.1…
FY20 FY21 FY22 9M23
RM1.0
0m
RM4.5
1m
RM7.68m
RM6.11m
FY20 FY21 FY22 9M23
RM1.5
9m
RM6.8
0m
RM11.20m
RM8.37m
FY20 FY21 FY22 9M23
20%
30%
37% 36%
12%
20%
25% 26%
FY20 FY21 FY22 9M23
EBITDA Margin
PAT Margin
15. 15
Catcha Digital has the right team to execute the playbook
Co-founded Catcha Group
alongside Luke in 1999
Patrick has taken 6 digital
businesses from startup to IPO,
including iProperty Group –
acquired by REA Group in 2016
for RM2.3b, and iCar Asia –
acquired by Carsome in 2022
for RM890m
Recipient of numerous awards,
including World Economic
Forum Global Leader of
Tomorrow, Bloomberg
Business Week Asia’s Best
Young Entrepreneur, the
Australia Unlimited Global 50
and Asian Entrepreneur of the
Year
Patrick Grove
Chairman & Major
Shareholder
Co-founded Catcha Group
alongside Patrick in 1999
Luke manages the
accelerations and scaling of the
Group’s portfolio companies
Luke has been responsible for
Catcha’s companies’
operations, growth and
corporate finance matters,
where he has completed >90
corporate exercises including
M&A, capital raisings and IPOs
Luke Elliott
Director & Major
Shareholder
Former CEO & Co-founder of
Instahome, a Malaysian home
rental platform and co-founder
of VIP Live, an Indonesian
livestreaming app.
Former Chief of Staff of Catcha
Group where he led sourcing
and execution for multiple
strategic investments and M&A
Former Head of Southeast Asia
at London-based mobile app
analytics company,
Reflection.io.
Eric Tan
Group CEO
Led the acquisition of 6 brands
within 6 months for iMedia
He successfully spearheaded
the sale of Rev Asia Holdings
to Media Prima for RM105m in
2017
Former Managing Director of
Rev Asia; led the acquisitions
of 10 digital brands and
licensing partnerships with
Mashable & Business Insider
during his time at Rev Asia
Group & Media Prima
More than 20 years of
experience in in the media
industry in Southeast Asia
Voon Tze Khay
CEO of iMedia Asia &
substantial
shareholder*
Helmed by serial entrepreneurs with extensive M&A and operating experience in tech & media sectors
Majority-backed by Catcha Group, a leading tech and media investor with strong track record in private & public
capital markets as well as scaling companies across Southeast Asia, Australia and the US
Team has significant skin in the game to ensure shareholder-management alignment
* Voon to be a substantial shareholder (5%+) of Catcha Digital post the company’s exit from GN2; iProperty Group acquired for A$751m (converted at AUD/MYR 3.05); iCar Asia acquired for US$200m (converted at USD/MYR 4.45)
17. 17
Catcha founded
iCar Asia
IPO on ASX
Carsome completes the
acquisition of iCar Asia
for a purchase price of
RM890m
• Acquired
Carmudi
Indonesia (#2
auto classifieds
in ID)
• 7.5m monthly
unique visits
• New CEO –
Hamish Stone
coming from
eBay & GumTree
• Acquired one2car
(#1 auto classifieds
in TH)
• 4.1m monthly
unique visits
• Acquired Live Life Drive
(leading auto content site
in MY)
• Acquired Thaicar (#2 auto
classifieds in TH)
• Carsales (ASX: CAR)
acquired a 20% strategic
stake
• Acquired Carlist
(#1 auto
classifieds in MY),
Mobil123 (#1 auto
classifieds in ID) &
Autospinn (leading
auto content site
in TH)
• 12m monthly
unique visits
• Introduced C2B car
auction platform
2012
10,000%
increase from Mkt.
Cap at IPO
Operating case study: Creating the leading online automotive group in SEA
2013 2014 2016 2018 2019 2020 2022
2021
• Non-binding takeover
offer from Autohome
(NYSE: ATHM), the
largest automotive
platform in China
• Carsome outbids
Autohome and
placed a non-
binding takeover
offer for iCar
Asia to create the
largest digital
automotive
group in SE Asia
Source: Company filings, Company press release
Note: MY: Malaysia, ID: Indonesia, TH: Thailand; monthly unique visits data include unique visits to all iCar sites; iCar Asia acquired for US$200m (converted at USD/MYR 4.45)
18. SEA’s Tech Scene is exploding, and this is just the start……
18
Source: Company filings, Company press release; iProperty Group acquired for A$751m (converted at AUD/MYR 3.05)
• Investment by SeLoger, an Axel
Springer subsidiary
Catcha founded
iProperty Group
IPO on ASX
REA Group acquires
iProperty at a
valuation of
RM2.3bn
• 4.0m monthly
unique visits
• Acquired 2 portals
in Thailand
• 3.5m monthly
unique visits
• EBITDA profitability in
3/5 countries
• Acquired competitor
site in HK
• Investment by REA
Group (ASX: REA), a
News Corp subsidiary
• 1.6m monthly
unique visits
• Acquired property
expo business in
Hong Kong
• Acquired property expo business in
Hong Kong
• Acquired portals in
Singapore & Malaysia
• Acquired property
expo in
Malaysia/Singapore
• Acquired property
portal in Hong Kong
• Mobile focused
strategy pivot
• Acquired portal
in Macau
2008 2011 2012 2013 2014 2015
2007 2010
30,000%
increase in Mkt.
Cap from IPO
Operating case study: Creating the leading online real estate group in SEA
19. 19
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, and it was great fun! We
integrated our team into a multi-lingual, multicultural regional
environment. Patrick and Luke, and the rest of the iProperty
management were great mentors, instilling best practices in all the
companies they run.”
Joshua Wong,
Founder of iProperty Malaysia
"We sold our company to Catcha and Patrick in 2007 and joined in the
founding of iProperty and the IPO. It was a 10 year journey that was
incredible. Our company went from 1 country to 5 countries and we
were a core part of the management team and important
shareholders. It was a life changing event for us.”
20. 22
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
Thank you
22. 24
Catcha Digital Berhad Financial Performance
Catcha Digital Berhad Q1FY23 Q2FY23 Q3FY23 Changes (Q3 v Q2)
(“CDB”) RM'000 RM'000 RM'000 RM'000 %
Net Revenue 2,926 6,957 7,190 233 3%
Cost of Sales (816) (1,970) (2,439)
Gross Profit 2,110 4,987 4,752 (236) -5%
Net Operating Expense (1,367) (3,432) (3,942)
Profit before Tax 723 1,565 805 (759) -49%
Tax Expense (203) (684) (255)
Profit after Tax 520 880 550 (331) -38%
Non-controlling Interests (121) (243) (224)
Profit after Tax and
Minority Interest 399 637 326 (311) -49%
Gross Profit Margin 72% 72% 66%
PBT Margin 25% 22% 11%
PAT Margin 18% 13% 8%
PATAMI Margin 14% 9% 5%
Note: Consolidation of iMedia’s financials by CDB commenced on 28 Feb
2023
Catcha Digital Berhad 9MFY22 9MFY23 Changes
(“CDB”) RM'000 RM'000 RM'000 %
Net Revenue - 17,074 - -
Cost of Sales - (5,225)
Gross Profit - 11,849 - -
Net Operating Expense (811) (8,740)
Profit before Tax (811) 3,093 3,904 -
Tax Expense (2) (1,143)
Profit after Tax (813) 1,950 2,763 -
Non-controlling Interests - (588)
Profit after Tax and Minority
Interest (813) 1,362 2,175 -
Gross Profit Margin - 69%
PBT Margin - 18%
PAT Margin - 11%
PATAMI Margin - 8%
23. 25
iMedia Financial Performance
iMedia Asia Sdn Bhd 9MFY22 9MFY23 Changes
(“iMedia”) RM'000 RM'000 RM'000 %
Net Revenue 23,260 23,135 (125) -1%
Cost of Sales (6,490) (6,565)
Gross Profit 16,770 16,570 (200) -1%
Net Operating Expense (8,153) (8,664)
Profit before Tax 8,617 7,825 (792) -9%
Tax Expense (2,148) (1,720)
Profit after Tax 6,469 6,105 (364) -6%
Non-controlling Interests (1,089) (1,084)
Profit after Tax and Minority
Interest 5,380 5,020 (360) -7%
Gross Profit Margin 72% 72%
PBT Margin 37% 34%
PAT Margin 28% 26%
PATAMI Margin 23% 22%
iMedia Asia Sdn Bhd Q1FY23 Q2FY23 Q3FY23 Changes (Q3 v Q2)
(“iMedia”) RM'000 RM'000 RM'000 RM'000 %
Net Revenue 8,987 6,957 7,190 233 3%
Cost of Sales (2,156) (1,970) (2,439)
Gross Profit 6,832 4,987 4,752 (236) -5%
Net Operating Expense (2,852) (2,911) (2,901)
Profit before Tax 3,888 2,086 1,851 (235) -11%
Tax Expense (780) (684) (255)
Profit after Tax 3,108 1,401 1,595 194 14%
Non-controlling Interests (617) (243) (224)
Profit after Tax and
Minority Interest 2,491 1,158 1,372 213 18%
Gross Profit Margin 76% 72% 66%
PBT Margin 43% 30% 26%
PAT Margin 35% 20% 22%
PATAMI Margin 28% 17% 19%
Editor's Notes
Good morning everyone – thank you for attending this investors briefing.
My Name is Eric Tan, the Group CEO of Catcha Digital Berhad. Together with me, we have Major Shareholders, also Chairman and Director Respectively, Patrick Grove and Luke Elliott
As many of you are aware, the company is currently in the process of completing our regularization plan with an ongoing rights issue being the final step, which means subsequently an exit from GN2 will follow. As a result, our advisors TA and us thought it would be appropriate to arrange an investor briefing to give the latest update on our company progress, with most updated publicly available financials, which we couldn’t share during our AGM a month ago, so that our shareholders and interested investors can be kept updated.
Today we will be conducting a company presentation followed by a Q&A session at the end. If you have any questions, we would love to address it during the Q&A session. If you are joining us virtually, feel free to share your questions in the comment section and we will endeavour to address them alongside at the Q&A session too.
This Market is big and already growing fast.
Stats... Sources from Google, Temasek, Gartner, e-marketer.
We have been in this space for the past 20+ years and we want to continue to build in this space.
We do this by building and scaling leading digital companies in SEA. Doing this in a profitable and sustainable fashion.
Phase 1 is already in motion per the acquisition of iMedia, a leading digital media advertising company in Malaysia. RM30m in Revenue and RM7.7m in PAT last year. We will continue to embark on business expansion that creates value to our customers and ultimately shareholders.
However, iMedia is only the first step of taking on the digital economy in Malaysia and South East Asia. In the next coming slides, we will share about iMedia
This buy-and-build approach with a strong sales capability from iMedia coupled with strong underlying content assets, has allowed us to form a formidable win-win partnerships with the founders whom which we acquired the brands from.
And this is evident in the numbers where we have improved the business tremendously post-acquisition.
This provides a transition for us to move into our next section of this call, which is to share with you a few updates on upcoming acquisitions in this space.
7.4+1.5+0.8+4.9=14.6m; per iMedia Investor Day deck
EBITDA source: Q3 iMe Consol Mgt 2023 (Sep 23) – from FOR INVESTOR DAY 20231126 Quarterly Numbers CDB and iMedia Summary for Internal -TBU
CL: This slide and the previous iMedia team slide seems a bit confusing, like who does what? If I was looking at it for the first time, I’m just thinking of CDB as one whole team but there is 2 slides?
OO: To keep 2 for now, 1 is to highlight iMedia team [media specific ops and M&A] (1 of the few “unannounced” pillars), another is for CDB at top [broader tech ops and M&A, ability to put more pieces together]. Probs still the best way to tell 2 separate stories; may merge later by putting PGLE in BOD slide
10,000%
Playbook was
Build strong Malaysia base
Go regional
[amplified by M&A to get scale in Malaysia faster and move oversaes quicker]
30,000%
ET: removed Keagen as no photos.
Q3FY2023 – RM547k worth of one-off expenses related to GN2 regularisation expenses
9FFY2023 doenst include results before 28 Feb 2023.
LHS – coming off a strong Q1, we see a slower Q2 compared to Q1 in FY23.
This is quite common in the digital media industry as there is an element of seasonality, so typically it’s more representative to look at half-year.
Last year we benefited from the back of Covid tailwind and posted a very strong year. With the full reopning of the economy, overall advertising spend has likely been rebalanced across different formats, such as out-of-home advertising. Moving forward, we remain cautiously optimistic
Reasons for slower Q2/Q3 this year.
[1] weak consumer sentiment / economic backdrop
[2] digital adex growth decelerated, off from high base in FY22 on the back of Covid tailwinds and now overall advertising spend has likely rebalanced across different advertising formats (e.g. out of home)
Before: Says, Ohbulan, Viralcham, Rojaklah, Siraplimau, Myresipi, Kongsiresepi, 8share
After MP: Vocket, TanTanNews, TechNave, Mashable (licensing for SEA)
iMedia: 6 brands – Goody, Goody52, Ohmedia, Nara, Kimchi, Moretify
Removed this – only keep the other team slides.
Combine ittify and into the previous page.
remove
Combine ittify and into the previous page.
Split into 3 charts and the curve thing.
Split into 3 charts and the curve thing.
CL: What is monthly users? It sounds like an app? Maybe some visuals ?
OO: Circular calls it Users too, per Google Analytics, will retain to be consistent for now? To consider visuals later
CL: (1) The top of the slide says digital media, but there is out-of-home there. I know there is DOOH, but would the average person know or even know what OOH is?
- On OOH actually all the previous and future slides talk about digital (besides that one industry section on OOH spending), then there is suddenly a billboard biz here. It might seem like a lot of stuff that you want to do without much proof points?
(2) The represent those x,y,z sites seems confusing. What does iMedia do for them? -> Added footnote
(3) On the iCanvas logo, no context on what that is, maybe just put imedia logo there or something -> Retain