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Allwyn Investor Presentation Deck

Lottery: a ~$300bn global industry Consumer spend on lottery grew at a 4.3% CAGR over the last 16 years, and from 21A-25E is expected to grow at a 6.0% CAGR driven by expected continued rollout of digital lottery Global annual lottery wagers ($bn)¹ $ 163 115 47 2005A $ 204 $297 130 71 2010A 3 $ 255 159 89 2015A $146 7 $268 167 93 2016A 05A-21A CAGR 4.3% 9 $273 $74 168 95 2017A The largest constituent of the global gaming ecosystem... Global sales / wagers (2019A) ($bn)(¹) 10 $ 286 175 99 2018A 12 $23 $297 176 105 ■ Instant Games and Other 2019A 15 $ 295 166 107 2020A 21 $ 321 167 Online Penetration (%) 128 2021A ■ Draw-Based Games 05A-21A CAGR (%) 26 22.1% 2.4% 6.4% - iLottery 6.5% $15 $ 347 31 iLottery 2019A 175 140 2022E 19A-25E CAGR 20.7% 21A-25E CAGR 6.0% Lottery Casino Sports Betting iGaming 14 Source: H2GC. EUR:USD spot rate of 1.07 applied, sourced from CapIQ, as of 27-May-22 Note: Lottery wagers include State Lottery style games only, and do not include VLTS; Lottery wagers assume historical and projected global iLottery payout ratio of ~60%. iLottery is excluded from Instant Games and Other and Draw-Based Games based on 2020A percentage of total 1) Assumes historical and projected global iLottery payout ratio of ~60%. 2021 figures for iLottery based on projections from H2GC, instant games and other and draw-based games based on actuals $367 36 184 147 ...With significant potential for increased online penetration iLottery Wagers ($m) 2023E $385 42 190 154 2024E 13.7% $48 iLottery 2025E $ 405 48 196 161 2025E 21A-25E CAGR (%) 1 16.3% 4.2% 5.8% allwyn
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