{
  "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": 25,
  "pageCount": 32,
  "prevPage": 24,
  "nextPage": 26,
  "slideType": "kpi_overview",
  "function": "quantify_opportunity",
  "density": "overcrowded",
  "nDataPoints": 30,
  "notes": null,
  "elementsJson": null,
  "metadataConfidence": 0.9,
  "imagePath": null,
  "slideHref": "/slides/019de514-c7ea-721d-8851-fd96a51d829a/25",
  "deckHref": "/decks/019de514-c7ea-721d-8851-fd96a51d829a",
  "deckJsonHref": "/decks/019de514-c7ea-721d-8851-fd96a51d829a.json",
  "deckAnchorHref": "/decks/019de514-c7ea-721d-8851-fd96a51d829a#slide-25",
  "components": [
    {
      "bbox": {
        "h": 0.26,
        "w": 0.46,
        "x": 0.51,
        "y": 0.18
      },
      "kind": "chart",
      "text": "Adjusted EBITDA\n41.0% 34.3% 52.7% 51.0%\n95 119 166 204\n95 114 160 196\nQ3'19 Q3'20 Q3'21 Q3'22\nCAGR 29.0%",
      "attrs": {},
      "subkind": "bar-stacked",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "eb3fd74e-a996-4592-ba95-433b125e9299",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.17,
        "w": 0.45,
        "x": 0.51,
        "y": 0.47
      },
      "kind": "chart",
      "text": "Capex\n5 8 7 7\nQ3'19 Q3'20 Q3'21 Q3'22",
      "attrs": {},
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "0070729d-6e96-4a9e-91fa-1aa8e69aca6f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.22,
        "w": 0.46,
        "x": 0.51,
        "y": 0.69
      },
      "kind": "chart",
      "text": "Adjusted FCF (Adjusted EBITDA - Capex)\n94.8% 92.9% 95.9% 96.5%\n90 111 159 197\nQ3'19 Q3'20 Q3'21 Q3'22\nCAGR 29.8%",
      "attrs": {},
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "014d6929-2d7c-4a5b-b2c6-d96fc5046309",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.18,
        "x": 0.06,
        "y": 0.91
      },
      "kind": "legend",
      "text": "EBITDA Margin²\nCash Conversion³",
      "attrs": {},
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "0d66630b-1da8-4779-83ff-3901c78e4f21",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.34,
        "w": 0.46,
        "x": 0.03,
        "y": 0.19
      },
      "kind": "list",
      "text": "Clean EBITDA with only small adjustments\nConsistently low capex requirements\nStrong FCF across geographies reflected in dividend distributions and repayment of debt at subsidiary level\n€304m distributions (o/w €221m in cash) in Q3-22 net to interest at end of quarter\nOPAP distributed €1.4 per share in Q3 and €0.3 interim dividend in Q4, representing its highest ever annual pay-out",
      "attrs": {},
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "490e408c-cc8b-4a75-8c84-0ca12701e796",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.33,
        "x": 0.03,
        "y": 0.94
      },
      "kind": "source-note",
      "text": "Note: 2021 figures restated for treatment of Stoiximan GGR.\nPro rata calculation based on economic ownership as at each respective period end\nCalculated as Adj. EBITDA/NGR\nCalculated as (Adj. EBITDA - Capex)/Adj. EBITDA",
      "attrs": {},
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "3bfa3075-477b-4484-9321-647d5ac22442",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.43,
        "x": 0.03,
        "y": 0.1
      },
      "kind": "subtitle",
      "text": "Reflects asset light business model and high profitability",
      "attrs": {},
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "54ac85f7-30e8-4f04-a22a-f8a9a65d9648",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.43,
        "x": 0.03,
        "y": 0.05
      },
      "kind": "title",
      "text": "Strong free cashflow generation",
      "attrs": {},
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e53b9547-0992-4e6c-a644-f809c44c969c",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "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": [
    {
      "to": 26,
      "from": 24,
      "name": "Cost Of Inaction",
      "slug": "27-cost-of-inaction",
      "bestFor": "Urgent budget requests, compliance, risk mitigation",
      "matchId": "bd797615-9c43-43a4-ad1b-45e8afaf0bda",
      "evidence": "Strong performance and free cashflow generation",
      "position": 0,
      "objective": "Highlight the cost of not investing in Allwyn",
      "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
      "confidence": 0.7,
      "description": "Quantify what happens if the audience does nothing"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}