{ "docId": "019de514-c7ea-721d-8851-fd96a51d829a", "docSlug": "270a680f5a7a78927084a9eaf2c092a9", "documentTitle": "Allwyn | Investor Conference Presentation Deck | 32 slides", "authorId": "allwyn", "authorName": "Allwyn", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2023-01-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 21, "pageCount": 32, "prevPage": 20, "nextPage": 22, "slideType": "kpi_overview", "function": "summarize", "density": "overcrowded", "nDataPoints": 20, "notes": null, "elementsJson": null, "metadataConfidence": 0.9, "imagePath": null, "slideHref": "/slides/019de514-c7ea-721d-8851-fd96a51d829a/21", "deckHref": "/decks/019de514-c7ea-721d-8851-fd96a51d829a", "deckJsonHref": "/decks/019de514-c7ea-721d-8851-fd96a51d829a.json", "deckAnchorHref": "/decks/019de514-c7ea-721d-8851-fd96a51d829a#slide-21", "components": [ { "bbox": { "h": 0.28, "w": 0.23, "x": 0.49, "y": 0.63 }, "kind": "chart", "text": "Online % Share of GGR\nQ3 '19 Q3 '22\n17.5% +13.6%1,2 31.1%\n21.2% +24.8% 46.0%\n12.5% +12.5%2,3 25.0%", "attrs": null, "subkind": "bar-horizontal", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "9100c2cf-8501-4069-b914-560aa7d14279", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.28, "w": 0.23, "x": 0.74, "y": 0.63 }, "kind": "chart", "text": "Product Split\nVLT and Casinos 14%\niGaming 11%\nSports Betting 11%\nLottery 64%\nLTM Q3 '22 GGR4,5", "attrs": null, "subkind": "donut", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "d21252b4-a486-4e93-924a-a40d20288d15", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.706, "w": 0.447, "x": 0.034, "y": 0.188 }, "kind": "list", "text": "Strong financial performance continues, demonstrating the resilience of demand for our products\n– GGR and Adjusted EBITDA grew by 10.5% and 10.2% year-on-year, respectively\n– Continuing to deliver best in class profitability with Adjusted EBITDA margin of 54%\n– Significant cashflow generation\nContinuing to deliver on organic and inorganic growth strategies with the UK set to become the sixth market where we operate lotteries\n– Another quarter of strong online growth\n– Digitalization of retail channel\n– Product and technology innovation\n– Increased economic interest in OPAP to above 50%\n– Formally awarded the Fourth Licence to operate the UKNL from February 2024\n– Post quarter end, (i) announced acquisition of Camelot UK, the current operator of the UKNL, (ii) announced acquisition of Camelot Lottery Solutions, (iii) closed the acquisition of Kaizen\nPost quarter end, signed €1.6bn syndicated bank financing", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "90628d91-ce52-46ef-93a2-14643c9c4723", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.025, "w": 0.086, "x": 0.795, "y": 0.295 }, "kind": "metric", "text": "+10.5%", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "31d057ec-02e9-4505-b06c-d8fd854b0fdc", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.12, "x": 0.55, "y": 0.52 }, "kind": "metric", "text": "€320m", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "75357e6f-1012-4e75-8309-afb6162b6bd7", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.12, "x": 0.55, "y": 0.301 }, "kind": "metric", "text": "€959m", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "784490cc-91d8-4dba-bd07-7391dcbfc32d", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.025, "w": 0.086, "x": 0.795, "y": 0.514 }, "kind": "metric", "text": "+10.2%", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "8b0ab268-ebec-448d-81b2-a8b28e6f7162", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.018, "w": 0.602, "x": 0.034, "y": 0.098 }, "kind": "paragraph", "text": "Strong financial performance and strategic milestones in the UK and US", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "f73c07d0-1705-4adf-a7f6-85a1f90dfc75", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.05, "w": 0.447, "x": 0.034, "y": 0.92 }, "kind": "source-note", "text": "1) Excl. casinos and land-based sports betting\n2) Q3-19 based on management accounts, Q3 2022 based on financial data from operating companies\n3) Including Stoiximan for all periods\n4) GGR for Italy calculated as stakes - payout\n5) Based on pro-rata GGR", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "9b032d9c-5924-44a4-bc90-be84b0bb8464", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.32, "x": 0.034, "y": 0.058 }, "kind": "title", "text": "Q3 2022 highlights", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "ee8a854a-0120-4d91-bf36-33f4fbcbabaf", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [ { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "agent": "Designer", "layer": "slide", "matchId": "f8f8812e-5f52-445d-bb9b-a1e2a8a6767f", "evidence": "chart/bar-horizontal: ", "confidence": 0.7 } ], "frameworks": [], "arcBeats": [ { "to": 27, "from": 17, "beatId": "e2fef1bc-30ad-4b38-9773-86671249c573", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Financials", "beatSlug": "sequoia-pitch-financials", "evidence": "Financial highlights and key financing transactions", "position": 2, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "loops": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }