{
  "docId": "019de517-b3d3-7314-8d33-f657302ef00c",
  "docSlug": "55e740e345a30500ce690c58106db8be",
  "documentTitle": "Allwyn | Investor Conference Presentation Deck | 41 slides",
  "authorId": "allwyn",
  "authorName": "Allwyn",
  "documentKindSlug": "conference-presentation",
  "documentKindLabel": "Conference presentation",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2024-01-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 16,
  "pageCount": 41,
  "prevPage": 15,
  "nextPage": 17,
  "slideType": "kpi_overview",
  "function": "frame_situation",
  "density": "overcrowded",
  "nDataPoints": 16,
  "notes": null,
  "elementsJson": null,
  "metadataConfidence": 0.9,
  "imagePath": null,
  "slideHref": "/slides/019de517-b3d3-7314-8d33-f657302ef00c/16",
  "deckHref": "/decks/019de517-b3d3-7314-8d33-f657302ef00c",
  "deckJsonHref": "/decks/019de517-b3d3-7314-8d33-f657302ef00c.json",
  "deckAnchorHref": "/decks/019de517-b3d3-7314-8d33-f657302ef00c#slide-16",
  "components": [
    {
      "bbox": {
        "h": 0.37,
        "w": 0.3,
        "x": 0.64,
        "y": 0.19
      },
      "kind": "chart",
      "text": "Channel split (FY 2022)³: 65% (Physical retail), 35% (Online)",
      "attrs": {
        "title": "Channel split (FY 2022)³"
      },
      "subkind": "donut",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "2805898e-81db-474a-9e5a-7487bd16c485",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.37,
        "w": 0.3,
        "x": 0.35,
        "y": 0.19
      },
      "kind": "chart",
      "text": "Product split (FY 2022)²: 75% (Lottery), 11% (VLT and Casinos), 8% (Sports betting), 6% (iGaming)",
      "attrs": {
        "title": "Product split (FY 2022)²"
      },
      "subkind": "donut",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "4c560996-ca30-43b0-9226-ff35be806e32",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.37,
        "w": 0.3,
        "x": 0.06,
        "y": 0.19
      },
      "kind": "chart",
      "text": "Geographic split (FY 2022)¹: 38% (unlabeled), 17% (UK), 16% (Austria), 13% (Italy), 12% (Czech Republic), 2% (Cyprus), 3% (Other)",
      "attrs": {
        "title": "Geographic split (FY 2022)¹"
      },
      "subkind": "donut",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "858fb212-0edb-4a0c-b419-06752b13f398",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.11,
        "w": 0.22,
        "x": 0.387,
        "y": 0.705
      },
      "kind": "metric",
      "text": "€1.48bn PF Adj. EBITDA⁴",
      "attrs": {},
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "14fd7f09-a1ed-4861-9e05-dd49a7030cd1",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.22,
        "x": 0.099,
        "y": 0.705
      },
      "kind": "metric",
      "text": "#1 lottery operator in 7 markets",
      "attrs": {},
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "25476fbb-7bfa-4d14-af4e-6445d829ae5f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.11,
        "w": 0.12,
        "x": 0.78,
        "y": 0.705
      },
      "kind": "metric",
      "text": "120k Points of sale⁵",
      "attrs": {},
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "3d9ba6e8-aec4-4004-99cc-001a7985a69d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.01,
        "w": 0.1,
        "x": 0.059,
        "y": 0.97
      },
      "kind": "source-note",
      "text": "Including UK",
      "attrs": {},
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "158743c2-f437-41f7-8baa-86cfc6e96edf",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.01,
        "w": 0.55,
        "x": 0.059,
        "y": 0.96
      },
      "kind": "source-note",
      "text": "Pro forma LTM Q3 2023 Adjusted EBITDA, including acquisitions of Camelot UK and the Camelot LS Group",
      "attrs": {},
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "2f92d814-0b0d-491d-bfd4-322dc180d8e7",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.01,
        "w": 0.81,
        "x": 0.059,
        "y": 0.92
      },
      "kind": "source-note",
      "text": "Based on FY 2022 pro-rata pro-forma Adj. EBITDA. For US and UK based on FY2022 Adj. EBITDA (March year-end), at 1.174 GBP / EUR exchange rate",
      "attrs": {},
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "5e19a92b-0cdd-410c-b517-242531da0f5d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.01,
        "w": 0.4,
        "x": 0.059,
        "y": 0.95
      },
      "kind": "source-note",
      "text": "Represents FY 2022 Consolidated GGR Pro Forma for Camelot UK",
      "attrs": {},
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "65fa4dc7-f078-40e4-b02e-cdc90983fccd",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.81,
        "x": 0.059,
        "y": 0.93
      },
      "kind": "source-note",
      "text": "Represents FY 2022 Consolidated GGR Pro Forma for Camelot UK; includes £3,478m of FY 2022 GGR from Camelot UK (based on the annual report for the year ended March 31, 2022, converted at 1.174 GBP/EUR exchange rate). All operations of Camelot UK are included in Lottery",
      "attrs": {},
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c064d721-8c0e-47da-b55f-7465f0b6a863",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.71,
        "x": 0.034,
        "y": 0.102
      },
      "kind": "subtitle",
      "text": "Significant scale, diversification and expertise across geographies, products and channels",
      "attrs": {},
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "8284663d-2a5f-4af6-9efb-8eae1b604a8d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.66,
        "x": 0.034,
        "y": 0.06
      },
      "kind": "title",
      "text": "Allwyn is a leading multi-national lottery operator",
      "attrs": {},
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "071a8a42-1289-4c44-91d1-a9ce9f049000",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 20,
      "from": 16,
      "beatId": "347569d1-cae1-42d6-94ac-a671e3f9549e",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Solution",
      "beatSlug": "sequoia-pitch-solution",
      "evidence": "Slides 16-20 outline Allwyn's solution and growth strategy.",
      "position": 1,
      "confidence": 0.8,
      "parentBeatName": "Turn",
      "parentBeatSlug": "turn"
    }
  ],
  "loops": [
    {
      "to": 17,
      "from": 15,
      "name": "Cost Of Inaction",
      "slug": "27-cost-of-inaction",
      "bestFor": "Urgent budget requests, compliance, risk mitigation",
      "matchId": "d0d901e5-940f-4a13-9424-966173aee3e9",
      "evidence": "Slides 15-17 discuss the benefits of Allwyn's ESG profile.",
      "position": 1,
      "objective": "The risks of not investing in Allwyn",
      "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
      "confidence": 0.6,
      "description": "Quantify what happens if the audience does nothing"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}