Allwyn Investor Presentation Deck
Allwyn at a glance - Leading lottery operator...
8
1)
Leadership
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Scale
Financial
strength
(Pro Rata)5
Diversified
business
(Pro Rata)5
#1
lottery operator
across 5 markets¹
0
€19bn
FY21A
wagers²
Sports betting
€1,661mm
2022E et gaming revenue
(+17% 18A-22E CAGR)
Split by product?
VLT and casinos
9%
iGaming8 10%
9%
Source: Company information, Management estimates (subject to material change)
Based on market data sourced from H2GC
FY21A
>
71%
Lottery
Austria
Up to
84%
surveyed adult population
play lottery¹, 3
€751mm
2022E adj. EBITDA
(45% margin)
Split by geography7
32%
2) Calculated as the aggregate wagers for Allwyn's key operating entities on a 100% basis (SAZKA a.s., OPAP, CASAG, Lottoitalia)
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
Financial forecasts are based on latest management estimates (subject to material change); figures are presented pro rata for Allwyn's
economic interest in group operating companies
Czech
Republic
25%
6)
7)
8)
9)
10)
FY21A
27%
16%
YOGA
Presse
Greece
and Cyprus
Italy
91mm
population in Allwyn's
operating markets¹,4
€638mm
2022E adj. EBITDA - capex
(85% cash conversion)
Online share
(FY21A)'
26%
38%
Selected as Preferred
Applicant for UK
National Lottery⁹
€9bn
2022E lottery wagers¹, 10
67mm
Total population¹
UK
Selected new markets
being targeted
€88bn
2022E lottery wagers¹, 10
27%
Cash conversion calculated as (Adj. EBITDA - capex) / Adj. EBITDA; capex = acquisition of property, plant and equipment and intangible assets
Split based on pro rata gross gaming revenue ("GGR"); amount wagered x payout used as proxy for GGR for Lottoitalia; Lottoitalia's revenue
consists of revenue from contract with customers, calculated as 6% of amount wagered
330mm
Total population¹
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
US
The award of the UKNL license is currently being contested in a legal challenge. Unless the challenge is successful, Allwyn Entertainment Ltd will
be confirmed as the incoming UKNL operator and, subject to a successful period of transition, would become the operator of the UKNL with
effect from February 2024
Includes gross wagers for State Lottery lottery-style games only (i.e. excludes VLTS / sportsbetting / offshore lottery)
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