Allwyn SPAC

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) I L $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 $281 174 99 The largest constituent of the global gaming ecosystem... Global sales / wagers (2019A) ($bn)(²) 2016A $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% allwyn

View entire presentation