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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 2) 47 2005A $ 204 $310 130 71 2010A 3 $ 255 159 89 2015A $145 7 $268 167 93 2016A 05A-21A CAGR 4.3% 9 $273 $75 168 95 The largest constituent of the global gaming ecosystem... Global sales / wagers (2019A) ($bn) (¹) 2017A 10 $ 286 175 99 2018A $22 12 $297 iGaming 176 ■ Instant Games and Other 105 2019A 15 $ 295 166 107 2020A 21 $ 321 MY 167 (10 128 ■ Draw-Based Games 2021A 05A-21A CAGR (%) 26 22.1% 2.4% 6.4% - iLottery $ 347 31 175 140 2022E 21A-25E CAGR 6.0% $367 36 Lottery Casino Sports Betting Source: H2GC. EUR:USD spot rate of 1.06 applied, sourced from CapIQ, as of 20-May-22 14 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 Assumes historical and projected global iLottery payout ratio of ~60%. 2021 figures for iLottery based on projections, instant games and other and draw-based games based on actuals Casino, Sports Betting and íGaming figures represent gross win 184 147 2023E ...With favorable customer demographics and market trends Resilience through market cycles $385 42 Expected growth of digital lottery 190 154 2024E $ 405 48 196 High lottery participation across global populations² 161 2025E 21A-25E CAGR (%) 1 16.3% 4.2% 5.8% allwyn
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