{
  "docId": "019de516-bf38-763d-9056-d82d41ac1424",
  "docSlug": "e412a68337003a56cdf9ed24cdddd620",
  "documentTitle": "Allwyn | Investor Conference Presentation Deck | 39 slides",
  "authorId": "allwyn",
  "authorName": "Allwyn",
  "documentKindSlug": "conference-presentation",
  "documentKindLabel": "Conference presentation",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2023-09-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 28,
  "pageCount": 39,
  "prevPage": 27,
  "nextPage": 29,
  "slideType": "kpi_overview",
  "function": "quantify_opportunity",
  "density": "overcrowded",
  "nDataPoints": 36,
  "notes": null,
  "elementsJson": null,
  "metadataConfidence": 0.9,
  "imagePath": null,
  "slideHref": "/slides/019de516-bf38-763d-9056-d82d41ac1424/28",
  "deckHref": "/decks/019de516-bf38-763d-9056-d82d41ac1424",
  "deckJsonHref": "/decks/019de516-bf38-763d-9056-d82d41ac1424.json",
  "deckAnchorHref": "/decks/019de516-bf38-763d-9056-d82d41ac1424#slide-28",
  "components": [
    {
      "bbox": {
        "h": 0.69,
        "w": 0.31,
        "x": 0.65,
        "y": 0.139
      },
      "kind": "chart",
      "text": "Adjusted FCF (Adjusted EBITDA – Capex) (€m)\nFY 2019: 566 (93.8%)\nFY 2020: 492 (91.4%)\nFY 2021: 917 (94.8%)\nFY 2022: 1,099 (94.2%)\nLTM H1 2022: 1,088 (95.8%)\nLTM H1 2023: 1,257 (93.7%)\n26% CAGR\n+16% YoY growth",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "18a1f9cb-3fe0-485d-ae24-d405012765ce",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.69,
        "w": 0.31,
        "x": 0.34,
        "y": 0.139
      },
      "kind": "chart",
      "text": "Adjusted EBITDA (€m)\nFY 2019: 603 (41.4%)\nFY 2020: 538 (39.7%)\nFY 2021: 967 (48.5%)\nFY 2022: 1,167 (46.1%)\nLTM H1 2022: 1,136 (47.6%)\nLTM H1 2023: 1,342 (43.7%)\n26% CAGR\n+18% YoY growth\n€1,488m PF for LTM of Camelot Acquisitions",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "7559754f-a491-45b2-a378-71ec56f29d17",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.69,
        "w": 0.31,
        "x": 0.03,
        "y": 0.139
      },
      "kind": "chart",
      "text": "Net Revenue (€m)\nFY 2019: 1,458\nFY 2020: 1,356\nFY 2021: 1,994\nFY 2022: 2,531\nLTM H1 2022: 2,388\nLTM H1 2023: 3,068\n24% CAGR\n+28% YoY growth",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "9574d41a-b5ff-4790-9b41-69105a72d866",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.015,
        "w": 0.25,
        "x": 0.68,
        "y": 0.87
      },
      "kind": "legend",
      "text": "EBITDA Margin¹ Cash Conversion² YoY growth",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "9a980ffb-64d2-4543-b8d2-59823d633cf8",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.01,
        "w": 0.27,
        "x": 0.075,
        "y": 0.945
      },
      "kind": "source-note",
      "text": "Calculated as (Adj. EBITDA - Capex)/Adj. EBITDA",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "16d968a7-a850-4529-9663-dd498d71a3c9",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.01,
        "w": 0.23,
        "x": 0.075,
        "y": 0.934
      },
      "kind": "source-note",
      "text": "Calculated as Adj. EBITDA/Net Revenue",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "625e6ca0-e995-4485-856c-2b396bf27d5e",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.013,
        "w": 0.69,
        "x": 0.075,
        "y": 0.918
      },
      "kind": "source-note",
      "text": "Note: € in millions. 2021 figures restated for treatment of Stoiximan GGR and adjustment for arbitration gain. EBITDA is on a post-IFRS 16 basis.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "dd687d60-ee9d-4b09-89c4-52fc48d9a00e",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.018,
        "w": 0.62,
        "x": 0.033,
        "y": 0.088
      },
      "kind": "title",
      "text": "Net Revenue and Adjusted EBITDA more than doubled since 2019",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "6244f311-a288-4813-bf5b-4851c53c24fc",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.79,
        "x": 0.033,
        "y": 0.049
      },
      "kind": "title",
      "text": "Strong historic growth, profitability and cash conversion",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c9de115a-0c4d-4d80-92e9-7cf84677a25e",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 35,
      "from": 27,
      "beatId": "1ea2bd79-8011-4f05-90a4-494c11f69c27",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Financials",
      "beatSlug": "sequoia-pitch-financials",
      "evidence": "The presentation provides historical financials, revenue buildup, and key metrics for operating entities.",
      "position": 4,
      "confidence": 0.8,
      "parentBeatName": "Evidence",
      "parentBeatSlug": "evidence"
    }
  ],
  "loops": [
    {
      "to": 39,
      "from": 3,
      "name": "Golden Circle",
      "slug": "11-golden-circle",
      "bestFor": "Visionary leadership, brand positioning, mission statements",
      "matchId": "42b883f7-e281-43ec-a33f-6764f8f22f1e",
      "evidence": "The presentation follows the Golden Circle framework, starting with why (the company's purpose), then what (its growth strategy), and finally how (its financial profile and ESG approach).",
      "position": 1,
      "objective": "Why is Allwyn a good investment opportunity?",
      "structure": "The Why (Belief) -> The How (Process) -> The What (Result)",
      "confidence": 0.7,
      "description": "Invert the typical pitch by starting with why you exist, rather than what you do"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}