Xamble Group Limited has reported a second consecutive quarter of strong revenue growth, driven by rapid expansion in its influencer community and social commerce transactions. The company’s improving EBITDA and strategic financing moves position it well for sustained growth in 2026.
- 20% quarter-on-quarter revenue increase to A$1.99 million in Q4 2025
- 67% improvement in underlying business EBITDA deficit
- 167% year-on-year growth in influencer community to nearly 7,000 members
- 891% surge in transactions facilitated, surpassing 83,000 orders in Q4
- Restructured loan facility to a revolving credit line for enhanced working capital flexibility
Strong Revenue Growth Signals Operational Turning Point
Xamble Group Limited (ASX – XGL), a digital marketing platform focused on influencer-driven social commerce in Southeast Asia, has reported a robust 20% increase in revenue for the fourth quarter of 2025, reaching nearly A$2 million. This marks the company’s second consecutive quarter of growth, underscoring a pivotal shift from platform development to scalable commercial execution.
The company’s underlying business EBITDA deficit shrank by 67% compared to the previous quarter, reflecting improved operational leverage as Xamble scales. Despite ongoing investments in technology and growth initiatives, the group EBITDA deficit also improved by 20%, highlighting disciplined financial management amid expansion.
Ecosystem Expansion Drives Market Momentum
Xamble’s platform momentum is evident in its key operating metrics. App downloads doubled year-on-year to 11,801 by the end of Q4, while the influencer community grew by 167% to nearly 7,000 members. This expanding network effect is critical to attracting brands and driving engagement.
Transactions facilitated through the platform skyrocketed by 891% year-on-year to over 83,000 orders in Q4, boosted by successful retail events such as 11.11 and 12.12. The launch of the Affiliates program has further supplemented Xamble’s Live Commerce business, enabling creators to convert engagement into significant sales volume.
Strategic Financing and Grant Support
To support its working capital and creator payment needs, Xamble restructured its financing, replacing a MYR3 million invoice factoring facility with a more flexible MYR1 million revolving credit facility. This move is designed to enhance funding efficiency while maintaining support for early payments to creators.
Additionally, the company continues to benefit from the Malaysian Digital Acceleration Grant, which validates its technology roadmap and innovation agenda. Corporate costs remain well controlled, supporting the path toward sustained profitability as revenue scales.
Outlook – Positioned for Sustained Growth
With accelerating brand adoption; 68 new brands onboarded in 2025, a 134% increase year-on-year; and a rapidly growing ecosystem, Xamble is well positioned to capitalise on the expanding social commerce market in Southeast Asia. The company’s CEO, Jason Thoe, emphasises the convergence of rising network effects, transaction volumes, and improving EBITDA as key drivers for delivering enhanced shareholder value in FY2026.
Bottom Line?
Xamble’s Q4 momentum and strategic initiatives set the stage for a potentially transformative year ahead in social commerce.
Questions in the middle?
- How will Xamble sustain its rapid transaction growth amid increasing competition?
- What impact will the new revolving credit facility have on long-term liquidity and funding costs?
- Can Xamble convert its expanding influencer network into consistent profitability?