Allwyn Investor Conference Presentation Deck
Q3 2022 highlights
Strong financial performance and strategic milestones in the UK and US
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Strong financial performance continues, demonstrating the
resilience of demand for our products
Continuing to deliver best in class profitability with
Adjusted EBITDA margin of 54%
- Significant cashflow generation
Continuing to deliver on organic and inorganic growth
strategies with the UK set to become the sixth market where
we operate lotteries
- Another quarter of strong online growth
Digitalization of retail channel
- GGR and Adjusted EBITDA grew by 10.5% and 10.2% year-on-
year, respectively
1)
5
Product and technology innovation
- Increased economic interest in OPAP to above 50%
-
Formally awarded the Fourth Licence to operate the UKNL
from February 2024
Post quarter end, signed €1.6bn syndicated bank financing
Excl. casinos and land-based sports betting
Q3-19 based on management accounts, Q3 2022 based on financial data from operating companies
- Post quarter end, (i) announced acquisition of Camelot UK,
the current operator of the UKNL, (ii) announced acquisition
of Camelot Lottery Solutions, (iii) closed the acquisition of
Kaizen
Including Stoiximan for all periods
GGR for Italy calculated as stakes payout
Based on pro-rata GGR
€959m
hesst
€320m
Online % Share of GGR
Q3 '19
17.5%
21.2%
12.5%
Consolidated Adjusted EBITDA
+13.6%¹,2
+24.8%
Consolidated GGR
→
+12.5%2,3
Q3 '22
31.1%
46.0%
25.0%
+10.5%
vs Q3 '21
iGaming 11%
+10.2%
vs Q3 '21
Product Split
VLT and Casinos
14%
Sports
Betting 11%
LTM
Q3'22
GGR4,5
Lottery 64%
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