Highlights

• Xamble Group has released its quarterly update and Appendix 4C for the quarter ended 30 September 2026.

• Xamble describes itself as an influencer marketing and creator-commerce platform operating across seven Southeast Asian markets: Malaysia, Singapore.

• Underlying business EBITDA, which excludes technology investment and corporate costs, was a loss of A$0.

• At 30 September 2026 the app had 14,464 downloads, compared with 10,592 a year earlier.

Xamble Group (ASX:XGL) — has released its quarterly update and Appendix 4C for the quarter ended 30 September 2026. The company reports revenue of A$1.92 million, a narrower group EBITDA deficit and operating cash outflow of about A$50,000. All figures are unaudited.

The business

Xamble describes itself as an influencer marketing and creator-commerce platform operating across seven Southeast Asian markets: Malaysia, Singapore, Thailand, Vietnam, Indonesia, the Philippines and Myanmar. Its services include influencer marketing, social media marketing, performance marketing and social commerce. It is headquartered in Malaysia with a registered address in Singapore.

Results for the quarter

Group revenue was A$1.92 million, compared with A$1.65 million in the September 2025 quarter and A$2.00 million in the June quarter, which the company describes as a record. Nine-month revenue was A$5.57 million. Gross margin improved to about 44 per cent from about 38 per cent in the June quarter, the second consecutive quarterly improvement.

The group EBITDA deficit was A$0.34 million, against A$0.51 million in the June quarter and A$0.63 million a year earlier. That figure includes A$0.15 million of grant income recognised in September. Excluding the grant, the company says the deficit improved modestly on the June quarter.

Underlying business EBITDA, which excludes technology investment and corporate costs, was a loss of A$0.03 million, compared with a profit of A$0.24 million in the June quarter, as business expenses rose to A$1.96 million. The nine-month group EBITDA deficit was A$1.58 million, down from A$2.15 million. Group EBITDA excludes share-based payments and non-cash fair value movements.

Platform metrics

At 30 September 2026 the app had 14,464 downloads, compared with 10,592 a year earlier. The community had 22,961 influencers, of which 8,684 are Xamble's own and 14,277 came from the YouthsToday acquisition completed in April 2026. Cumulative orders facilitated reached 77,439, up from 31,520.

Cash flow and funding

Receipts from customers were A$2.15 million. Net operating cash outflow was A$0.05 million, compared with A$0.61 million in the June quarter. Financing inflow was A$130,000, including A$99,000 of advances from a director and net drawdowns on a debt facility. Cash at quarter end was A$1.15 million, against A$1.05 million at 30 June, and total available funding was A$1.16 million. Related party payments, all non-executive director fees, were A$33,000.

Xamble has a revolving facility from Malaysian Debt Ventures Berhad with a limit of MYR 1.0 million, about A$352,000, of which about A$345,000 was drawn. Each drawdown is repayable within six months. The company lists expected repayments totalling A$345,000 between October 2026 and January 2027, which it expects to meet from operating cash flow and, where needed, further drawdowns within the limit. The facility is guaranteed by the company and secured by a MYR 100,000 deposit.

Risks and outlook

The company remains loss-making at group level, and its improved EBITDA result relied partly on grant income that may not recur. Underlying business EBITDA moved back to a small loss in the quarter. Repayments due over the next four months are large relative to near-breakeven operating cash flow, though the company reports a funding estimate of 21.4 quarters based on the quarter's low outflow, which would change if outflows rose.

Chief Executive Adrian Tan says the turnaround is holding and points to revenue growth, margin improvement and a growing enterprise pipeline. A strengthened leadership team is due to be in place from November 2026. The company says its focus for the rest of 2026 is converting current momentum into sustained growth and a clear path to profit. The report sets out no profit timeline and no new capital raising plans.