Allwyn SPAC Presentation Deck
... With upside potential from increasing online penetration
Potential to increase online lottery penetration in Allwyn's operating markets, based on trends in other developed
countries' global sports betting and lottery markets
Global sports betting
NGR ($bn)
$18
5
13
2010A
49%
+
$28
9
19
15 Source: H2GC
2015A
$31
10
21
2016A
$34
12
36%
22
2017A
$41
14
32%
27
Further growth and profitability upside from increasing online penetration
Share of online lottery GGR 2021E (%)
2018A
$42
16
26
2019A
Land-based NGR
18%
$37
20
17
2020A
Online NGR
Allwyn operating markets
$49
26
16%
23
$61
31
30
2021 E
Online penetration (%)
2022E
13%
$67
36
32
2023E
License tender process ongoing
$74
40
34
2024E
11%
$79
44
35
2025E
57%
$84
5%
48
36
2026E
Potential upside
CAGR (%)
10A-21E 22E-26E
9.3%
8.2%
15.9%
Sports betting online
penetration 2026E: 57%
5.1%
1
3%
11.2%
4.8%
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