Allwyn Investor Conference Presentation Deck slide image

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 allwyn
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