Allwyn Investor Presentation Deck
Pro rata organic NGR development during COVID pandemic
Strong performance in segments not impacted by COVID, COVID impacted segments below 2019 levels in Q4
●
43
Segments with limited impact from COVID
Organic NGR¹, €m
% Growth
III
Q1-19 Q2-19 Q3-1904-1901-
Growth: 12.8%
||
Q1-20 Q2-20 Q3-20 Q4-20 Q1-21 Q2-21 Q3-21 Q4-21
LLLL
■Austrian Lotteries Czech Republic Greece Stoiximan ■Italy
Austrian Lotteries, Czech Republic, Italy,
Stoiximan
Minimal COVID-19 impact after the first
wave in Q1/ Q2-20
Strong performance since then,
benefiting from rapid customer shift to
online
- NGR in Q4-21 13% higher than in Q4-19
(pre-pandemic) on organic basis¹
●
% Growth
More impacted segments
Organic NGR¹, €m
III M
23-21 Q4-21
Q1-19 Q2-19 Q3-19 Q4-19 Q1-20 Q2-20 Q3-20 Q4-20 Q1-21 Q2-21 Q3-2
Greece (excl. Stoiximan)
L---
Austria - domestic and international casinos
Growth:
(9.2%)
Greece physical retail, Austrian casinos
Heavily impacted in H1-21
Strong recovery in Q3-21, with NGR
largely in line with pre-pandemic Q3-
19 levels on an organic basis¹
Q4-21 NGR 9% lower than Q4-19 due to
impact from COVID-19 restrictions.
Note: Greece financials not pro forma for subsequent acquisitions of additional interests in OPAP
1)
Pro rata calculations for each quarter illustratively based on current stakes as of Q4-21 to demonstrate organic growth
% Growth
Combined performance
Organic NGR¹, €m
Growth: 2.5%
||||
Q1-19 Q2-19 Q3-19 1Q4-191 Q1-20 Q2-20 Q3-20 Q4-20 Q1-21 Q2-21 Q3-211 Q4-211
T
I
1
■Total NGR
Q4-21 Group NGR was 3% above Q4-19 on
an organic basis¹
Total Q4-21 Group NGR was 29% above
Q4-19, reflecting both organic and
inorganic growth
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