Treasure Global (TGL) investor relations material

Business overview

• Operates as a Southeast Asia-focused technology company headquartered in Malaysia, specializing in digital solutions for retail and services.

• Core platforms include the ZCITY Super App for e-payments and loyalty rewards, and TAZTE, a digital commerce platform for the food and beverage sector.

• As of March 2026, ZCITY has over 2.7 million registered users and more than 2,000 registered merchants.

• The ecosystem integrates online and offline experiences, driving user engagement and data collection.

Revenue model and financial performance

• Revenue streams include e-vouchers, Zmembership bundles, Zstore e-commerce, bill payments, and affiliate income.

• FYE Jun'25 revenue was $2.3 million, down from $22.1 million in FYE Jun'24 and $69.4 million in FYE Jun'23.

• Gross profit grew to $1.67 million in FYE Jun'25, up 105% year-over-year.

• 72.5% of paid users transacted three times or more in a quarter as of Jan-Mar 2025.

Platform features and user metrics

• ZCITY offers e-payment, instant rebates, affiliate cashback, bill payment, and e-commerce with group buying.

• Registered users reached 2.71 million by March 2026, with a focus on user recruitment and engagement.

• Average revenue per user (ARPU) and transaction frequency are tracked to optimize growth.