Allwyn Investor Conference Presentation Deck
Allwyn at a glance - leading lottery operator...
4
Leadership
Scale
Financial
strength
(Consolidated)5
Diversified
business
(Pro-rata) 6
1)
2)
3)
4
5
#1
lottery operator
across 5 markets¹
6)
7)
€3.7bn
LTM Q3'22 consolidated
gross gaming revenue
Lottery
€1,168m
LTM Q3'22 adj. EBITDA
Split by product6,8
iGaming
64%
11%
LTM
Q3'22
GGR
11%
>
0
14%
Source: Company information, Management estimates (subject to material change)
Based on market data sourced from H2GC
Camelot 2021/22 gross ticket sales results
Adult population playing lottery in Austria (84%), Czech Republic (73%), Greece (56%), Italy (34%), as of 2019
Population of Austria, Cyprus, Czech Republic, Greece and Italy, as of 2020
Sports betting
VLT and
Casinos
Austria
84%
Up to
surveyed adult population
play lottery¹, 3
52%
LTM Q3'22 adj. EBITDA margin
Split by geography6,8
34%
Figures shown on consolidated basis
Figures are calculated as pro rata for Allwyn International a.s.' economic interest in group operating companies at end of period Q3'22
Cash conversion calculated as (Adj. EBITDA - capex) / Adj. EBITDA; capex = acquisition of property, plant and equipment and intangible
assets
Czech
Republic
15%
8)
9)
10
11)
12)
LTM
Q3'22
GGR
23%
28%
Greece
and Cyprus
Italy
91m
population in Allwyn's
operating markets¹, 4
~96%
LTM Q3'22 cash conversion7
Online share
(Q3'22) 8
31.1%
46.0%
25.0%
Recent Developments
Incoming Licensee for the
4th UK National Lottery
License ¹0 and acquisition
of Camelot UK (current
operator) ¹1
£8bn
2021/22 Sales²
67m
Total population¹
Agreement to acquire
Camelot Lottery
Solutions¹2 with a private
lottery contract in Illinois
and advisory contract in
Arkansas
Split based on pro rata gross gaming revenue ("GGR"); amount wagered x payout used as proxy for GGR for Lottoltalia; Lottoltalia's revenue consists of revenue from contract
with customers, calculated as 6% of amount wagered. Austria: excludes casinos and land-based sports betting. Greece: includes Stoiximan
On 20th September 2022, Allwyn was formally awarded the Fourth License to operate the National Lottery for a decade starting February 2024
On 5th February 2023, Allwyn completed the acquisition of Camelot UK Lotteries Limited
On 22nd December 2022, Allwyn announced that it has agreed to acquire the Camelot Lottery Solutions group of companies
iGaming includes online casino, online slots, online poker, online bingo and other online only; online sales of products which are also sold through physical retail channel
included under respective product
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