Allwyn Investor Presentation Deck slide image

Allwyn Investor Presentation Deck

Allwyn at a glance - Leading lottery operator... 8 1) Leadership 12345 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) allwyn
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