Core Viewpoint - Banijay Group has successfully sold its entire 53.9% stake in bet-at-home.com AG, following its prior announcement on October 28 [2] Group 1: Company Actions - The sale of the stake in bet-at-home.com AG was completed today [2] - François Riahi, CEO of Banijay Group, and Véronique Giraudon, CFO of Betclic, have resigned from their positions on the Supervisory Board of bet-at-home AG effective immediately [2] Group 2: Company Overview - Banijay Group is a global leader in entertainment, founded by Stéphane Courbit, with a mission to provide engaging and innovative entertainment experiences [3] - The Group's activities encompass content production and distribution, live experiences, and online sports betting and gaming [3] - In 2024, Banijay Group reported revenue of €4,803 million and Adjusted EBITDA of €900 million [3]

Core Insights - Banijay Group reported a revenue increase of 4.0% to €3,224 million for the first nine months of 2025, with adjusted EBITDA rising by 9.8% to €597 million, reflecting strong performance across its diversified business model [7][12][40]. Financial Performance - Revenue for 9M 2025 reached €3,224 million, up from €3,125 million in 9M 2024, marking a 4.0% increase [12][25]. - Adjusted EBITDA increased to €597 million, a 9.8% rise compared to €546 million in the same period last year, with an adjusted EBITDA margin improvement of 100 basis points to 18.5% [7][40]. - Adjusted net income rose by 9.3% to €271 million, compared to €248 million in 9M 2024 [12][43]. - Adjusted free cash flow reached €465 million, up 6.4% year-on-year, with a conversion rate of 78% [8][44]. Business Segments Banijay Entertainment & Live - Revenue from Banijay Entertainment & Live grew by 1.7% to €2,094 million, driven by live experience activities and a robust pipeline of scripted content [7][25]. - The segment experienced low-single digit organic revenue growth, impacted by the postponement of some deliveries [23][27]. - Live experiences revenue surged by 15.1% to €248 million, reflecting the consolidation of Lotchi and strong performance at Balich Wonder Studio [33][34]. Banijay Gaming - Banijay Gaming's revenue increased by 8.5% to €1,130 million, with a notable 23% growth in Unique Active Players [7][36]. - Online poker revenue saw a significant rise of 32.7%, while online casino revenue grew by 16.4% [38][39]. - The segment's organic revenue growth was around 10%, despite temporary impacts from adverse sports results in September 2025 [23][36]. Strategic Developments - The acquisition of Tipico Group was announced, positioning Banijay as a leader in sports betting in Continental Europe, expected to double revenue and free cash flow at Banijay Gaming [10][17]. - The company continues to focus on digital transformation and AI integration to enhance content distribution and monetization capabilities [13][9]. Outlook - The company confirmed its FY 2025 guidance on adjusted EBITDA growth and free cash flow conversion, while adjusting revenue growth expectations due to adverse sports results and delivery postponements [20][6].

Core Insights - Banijay Group has signed a binding agreement to acquire a majority stake in Tipico Group, combining it with Betclic to create a leading European entity in sports betting and online gaming [1][2][3] - The combined entity is projected to generate €6.4 billion in revenue and €1.4 billion in adjusted EBITDA in 2024, effectively doubling Banijay Gaming's revenue and cash flow [1][8][13] - The transaction aims to achieve approximately €100 million in annual synergies in the medium term, focusing on topline growth and operational efficiencies [1][15][12] Company Overview - Banijay Group is a global entertainment leader, with a mission to provide engaging and innovative entertainment experiences, including content production, live experiences, and online sports betting [23] - Betclic, founded in 2005, is a leader in online sports betting and gaming across several European countries, generating approximately €1.4 billion in revenues in 2024 [24] - Tipico, established in 2004, is the leading sports betting and online gaming provider in Germany and Austria, with revenues of €1.3 billion in 2024 [25][7] Strategic Fit - The acquisition combines two local champions with complementary strengths: Betclic's digital expertise and Tipico's omnichannel capabilities, enhancing Banijay Gaming's market reach and customer experience [9][10] - The combined group will operate in fully regulated markets, maintaining high standards of player protection and responsible gaming [7][9] - The transaction is expected to create a balanced geographic footprint across regulated and fast-growing markets, enabling long-term growth [9][12] Financial Structure - The transaction will be financed through a package of approximately €3 billion, including the refinancing of Tipico's existing debt, with post-transaction leverage expected at 3.5x [4][18] - Banijay Group aims to increase its ownership stake in the combined entity to a minimum of 72% through call options on shares held by CVC and Tipico managers [17][18] - The enterprise values for Betclic and Tipico are set at €4.8 billion and €4.6 billion, respectively, reflecting the strategic importance of this merger [15][17] Future Leadership - Following the transaction, Nicolas Béraud, CEO of Betclic, will become Chairman of Banijay Gaming, while Lov Group Invest will continue as President [11][2] - The founders of both Betclic and Tipico will remain long-term shareholders, demonstrating their commitment to the future growth of Banijay Gaming [16][11]

Banijay Group, the owner of Betclic, is in advanced talks to buy CVC Capital Partners' German sports-betting business Tipico, sources say https://t.co/fmUnS19YFa ...

Group 1 - François Laroze has resigned from the Board of Directors and HR&ESG Committee of Banijay Group effective immediately [1] - The Board expressed gratitude for Mr. Laroze's contributions to the Company [1] Group 2 - Banijay Group is a global entertainment leader founded by Stéphane Courbit, focusing on engaging and innovative entertainment experiences [2] - The Group's activities include content production and distribution, live experiences, and online sports betting and gaming [2] - In 2024, Banijay Group recorded revenue of €4.8 billion and Adjusted EBITDA of €900 million [2] - Banijay Group is listed on Euronext Amsterdam [2]

Core Insights - The company reported a strong performance in H1 2025, with Adjusted EBITDA growth of 15.8% and revenue growth of 6.1% to €2,211 million, indicating solid operational momentum across its business segments [8][10][57]. Financial Highlights - Revenue increased by 6.1% to €2,211 million in H1 2025, with Adjusted EBITDA rising by 15.8% to €424 million, resulting in an EBITDA margin improvement of 160 basis points to 19.2% compared to H1 2024 [8][57]. - Adjusted net income reached €206 million, reflecting an 8.1% increase year-on-year, while net income surged by 177% to €110 million [8][60]. - The company maintained a stable leverage ratio of 2.9x, with a cash position of €371 million at the end of H1 2025 [8][66][67]. Business Segment Performance - Content production and distribution saw a revenue increase of 3.0% to €1,426 million, driven by a strong lineup of show deliveries and good live experiences [8][42]. - Online sports betting and gaming revenue grew by 12.3% to €785 million, supported by a 25% increase in Unique Active Players, driven by effective player acquisition strategies [8][54][53]. - Live experiences revenue rose by 15.4% to €173 million, bolstered by major sports ceremonies and the successful rollout of immersive experiences [8][50][51]. Strategic Developments - The company confirmed its 2025 guidance, expecting mid-single digit organic revenue growth in content production and live experiences, and mid-teens growth in online sports betting and gaming [7][9][33]. - The appointment of Isabelle Seillier as an Independent Board member and Vice Chairman is expected to enhance governance and strategic oversight [6][19]. Market Position and Outlook - The company aims to capitalize on its strong market position by leveraging synergies across its business segments and pursuing bolt-on acquisitions to enhance its service offerings [17][18]. - The ongoing consolidation in the entertainment sector presents opportunities for growth, with a focus on building an unrivaled content powerhouse [14][17].

Core Points - Banijay Group N.V. held its Annual General Meeting of Shareholders (AGM) where all resolutions were adopted with over 99% of votes cast [2] - The AGM included the adoption of the annual accounts for the Financial Year 2024 and a distribution of €0.35 per share, scheduled for payment on 12 June 2025 [2] - Detailed voting results will be published on Banijay Group's website within 15 days, in compliance with the Dutch Financial Supervision Act [2] Company Overview - Banijay Group is a global entertainment leader founded by Stéphane Courbit, focusing on providing engaging and innovative entertainment experiences [3] - The company's activities encompass content production and distribution, live experiences, and online sports betting and gaming [3] - In 2024, Banijay Group reported revenue of €4.8 billion and Adjusted EBITDA of €900 million [3] Stock Information - Banijay Group is listed on Euronext Amsterdam with the ISIN NL0015000X07 and Bloomberg ticker FLE NA [4]

Core Points - Ms. Susana Gallardo Torrededia has stepped down as a non-executive board member of the company due to personal reasons, leading to the removal of her re-appointment proposal from the agenda of the annual general meeting scheduled for May 22, 2025 [2] Company Overview - Banijay Group is a global entertainment leader founded by Stéphane Courbit, focusing on providing engaging and innovative entertainment experiences [3] - The company's activities include content production and distribution, live experiences, and online sports betting and gaming [3] - In 2024, Banijay Group reported revenue of €4.8 billion and Adjusted EBITDA of €900 million [3] - The company is listed on Euronext Amsterdam with the ISIN: NL0015000X07 [3]

Press Release Paris, May 16, 2025 Capital Markets Day 2025 Banijay Group unveils its strategic roadmap to lead the next phase of global entertainment High-single digit to low-double digit organic CAGR growth in Adjusted EBITDA between 2025 and 2028 Banijay Group, the global independent leader in the entertainment industry, is hosting its Capital Markets Day on Friday, May 16, 2025, at 10:00 AM CET, to present its growth strategy and outlook through 2028. Banijay Group boasts leading positions across the en ...

Core Insights - The company reported a solid start to 2025 with double-digit adjusted EBITDA growth across all activities, indicating strong operational performance and alignment with 2025 guidance targets [2][10][31] Financial Highlights - Revenue increased by 7.8% to €1,084 million, with adjusted EBITDA rising by 16.5% to €191 million, resulting in an EBITDA margin improvement of 120 basis points to 17.6% compared to Q1 2024 [8][15][56] - Adjusted net income grew by 10.5% to €81 million, while net income reached €36 million, a significant increase from €19 million in Q1 2024 [8][15][60] - Adjusted free cash flow conversion was approximately 79%, slightly down from 81% in Q1 2024 [8][61] Business Highlights - Content production and distribution revenue grew by 4.7% at constant exchange rates, driven by strong scripted deliveries and performance of superbrands [8][32][41] - Live experiences revenue decreased by 10.8% due to seasonality, with major show deliveries expected in the second half of 2025 [8][50][33] - Online sports betting and gaming revenue surged by 18.2%, with a 33% increase in Unique Active Players, supported by a robust sportsbook app and successful poker platform launch [8][12][53] Strategic Developments - The company announced a strategic alliance with Base and AWS to enhance its digital transformation and operational efficiency [18] - The merger of Shine Fiction and Banijay Studios France aims to strengthen the scripted content offering in France [19] - The acquisition of Lotchi and the launch of Banijay Live Studio are key initiatives to expand immersive live experiences [20][21] Market Outlook - The company anticipates mid-single digit organic revenue growth in content production and distribution, mid-teens growth in online sports betting and gaming, and mid-to-high single digit organic adjusted EBITDA growth for 2025 [35][36] - The impact of increased public levies on online gaming in France is expected to affect profitability, with an estimated €20 million reduction in adjusted EBITDA for 2025 [26][27]