Allwyn SPAC Presentation Deck
Lottery: a ~$300bn global industry
Consumer spend on lottery has grown at CAGR of 3.6% over the last 15 years, and from 20A-25E is expected to grow
at CAGR of 7.3% driven by expected continued rollout of digital lottery
Global annual lottery wagers ($bn)(¹)
$175
123
1)
2)
51
2005A
1
$310
$217
Lottery
138
76
2010A
3
$267
166
94
2015A
$145
05A-20A CAGR
3.6%
Casino
$281
174
99
2016A
The largest constituent of the global gaming ecosystem...
Global sales / wagers (2019A) ($bn)(²)
$286
175
101
2017A
$75
Sports Betting
10
W
$299
182
105
12
$22
$310
iGaming
183
2018A
2019A
Instant Games and Other
112
16
H
$299
168
110
21
05A-20A
CAGR (%)
21.8%
M
2.1%
2020A
Draw-Based Games
((10
5.3%
H
Source: H2GC
12 Note: Lottery wagers include State Lottery style games only, and do not include VLTS, Sportsbetting
Assumes historical and projected global iLottery payout ratio of ~60%. iLottery is excluded from Instant Games and Other and Draw-Based Games based on 2020A percentage of total
Casino, Sports Betting and iGaming figures represent gross win
iLottery
$333
26
176
132
2021E
$364
31
194
140
2022E
20A-25E CAGR
7.3%
$383
36
200
Resilience through market cycles
Expected growth of digital lottery
147
2023E
...With favorable customer demographics and market trends
$404
42
208
154
2024E
High lottery participation across global populations²
$425
48
216
161
2025E
1
20A-25E
CAGR (%)
17.8%
5.2%
7.9%
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