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%
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