{
  "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": 4,
  "pageCount": 39,
  "prevPage": 3,
  "nextPage": 5,
  "slideType": "kpi_overview",
  "function": "summarize",
  "density": "overcrowded",
  "nDataPoints": 5,
  "notes": null,
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de516-bf38-763d-9056-d82d41ac1424/4",
  "deckHref": "/decks/019de516-bf38-763d-9056-d82d41ac1424",
  "deckJsonHref": "/decks/019de516-bf38-763d-9056-d82d41ac1424.json",
  "deckAnchorHref": "/decks/019de516-bf38-763d-9056-d82d41ac1424#slide-4",
  "components": [
    {
      "bbox": {
        "h": 0.6,
        "w": 0.52,
        "x": 0.44,
        "y": 0.18
      },
      "kind": "image",
      "text": null,
      "attrs": null,
      "subkind": "map",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "fe06e958-3df8-4409-bf49-4d26f1d8f8f0",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.22,
        "x": 0.59,
        "y": 0.81
      },
      "kind": "legend",
      "text": "Allwyn Operated Lottery Markets\nPrivatised Lottery Operations (Non-Allwyn)\nState Operated Lotteries",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "0ab48c32-1e5b-48a6-93b2-6d7eeeedbd61",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.62,
        "w": 0.33,
        "x": 0.045,
        "y": 0.22
      },
      "kind": "list",
      "text": "• #1 lottery operator in 7 markets\n• 6 exclusive licences\n• €1,488bn PF Adjusted EBITDA¹\n• 40% Adjusted EBITDA Margin²\n• 94% cash conversion³",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ccce673b-44b1-44ce-acc0-476be0aece12",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.89,
        "x": 0.039,
        "y": 0.09
      },
      "kind": "paragraph",
      "text": "Allwyn operates the majority of privatized lotteries in Europe and recently entered the US lottery market",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "770a12c4-1a45-456c-9a9e-2562e8b046b6",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.74,
        "x": 0.075,
        "y": 0.93
      },
      "kind": "source-note",
      "text": "1) In Q1 2023, Allwyn completed the acquisitions of Camelot UK, the current operator of the UK National Lottery, and of Allwyn LS Group (formerly referred to as Camelot LS Group), the current operator of the Illinois Lottery under a private management agreement (the \"Camelot Acquisitions\"): as if Camelot Acquisitions were already in effect for the whole LTM period to 30 June 2023.\n2) Adjusted EBITDA margin calculated as PF LTM Adjusted EBITDA / PF LTM Net Revenue as of 30 June 2023.\n3) Calculated as (PF LTM Adj. EBITDA less PF LTM Capex)/PF LTM Adj. EBITDA as of June 2023.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a3c54c7b-8218-45dd-8b79-13f7db53e29a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.029,
        "w": 0.92,
        "x": 0.039,
        "y": 0.056
      },
      "kind": "title",
      "text": "Allwyn at a glance – leading multinational lottery operator with a strong financial profile...",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "1bff6188-5c9c-4955-ab13-79b90d369fd7",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [],
  "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
}