Allwyn SPAC

The UK National Lottery is one of the Largest in Europe UK Lottery Annual GGR (£m) UK Lottery Market Overview (2021E) Adult Population GDP Lottery Ticket Sales / Adult 23 £656 56.5m FY18 €2,665bn €178 Camelot UK Lottery Key Financials (1) NGR (£m) £684 O FY19 55.2m €2,462bn €267 £722 FY20 ( 52.5m €1,775bn €354 £728 FY21 Digital as % of Total 2,665 2,498 EBITDA (2) (£m) £115 2,580 0% 0% 0% 0% 0% FY18 2,482 2,416 Source: H2GC, Camelot annual reports Note: GBP:EUR spot rate of 1.19 applied, sourced from FactSet as of 18-Mar-22 Disclaimer: Camelot historical results are not necessarily indicative of Allwyn's business plan or expected results 1) Camelot UK Lottery fiscal year ends on 31-Mar 2) D&A includes depreciation on property, plant, and equipment, depreciation on right-of-use assets, and amortisation on intangible assets £130 2,332 FY19 2,419 2,470 2,492 0% 1% £142 FY20 3% 2,347 5% 2,583 2,593 1998A 1999A 2000A 2001A 2002A 2003A 2004A 2005A 2006A 2007A 2008A 2009A 2010A 2011A 2012A 2013A 2014A 2015A 2016A 2017A 2018A 2019A 2020A 2021E 2022E 2023 2024E 7% £140 2,774 FY21 3,111 3,272 3,098 3,277 3,278 3,179 2,910 £22 FY18 3,077 17A-24E CAGR *4.7% Capex and investment in intangibles (£m) £25 3,384 3,400 FY19 9% 11% 13% 14% 16% 17% 18% 18% 21% 22% 24% 25% 31% 42% 44% 46% 49% 3,558 £16 3,802 3,897 FY20 4,026 £16 FY21 allwyn

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