Transaction Overview - OPAP public shareholders are expected to have a 215% economic ownership in the combined company[36] - The transaction is conditional on the shareholders who validly exercise the exit right not representing more than 5% of OPAP's total paid-up share capital[36] - A €080 dividend is payable shortly after completion of the transaction, in lieu of the remaining dividend for the financial year 2025[36] Allwyn's Financial Performance - Allwyn has a €19 billion pro forma Adjusted EBITDA with a 37% pro forma Adjusted EBITDA margin[55] - Allwyn's pro forma online NGR is 55%[55] - Allwyn's Net Revenue, Adjusted EBITDA and Adjusted EBITDA – Capex have all more than doubled since 2019[64] Growth and Diversification - The combined company is projected to have a double-digit EBITDA CAGR from 2024 to 2026[105] - The combined company will have increased strategic optionality and diversified risk, with geographic revenue splits including 28% from Greece and Cyprus, 15% from Austria, 13% from the United Kingdom, 13% from the Czech Republic, 6% from Italy, 4% from the United States, and product revenue splits including 39% from Lottery, 19% from Sports Betting, 18% from iGaming, 10% from VLTs and Casinos, and 14% from DFS[115] Financial Guidance - The financial guidance includes the acquisition of 510% of Novibet in early 2026 and ~623% of PrizePicks in H1-26, for which closing is subject to regulatory and antitrust approvals[128] - The company projects a medium-term Adjusted EBITDA margin of slightly higher than 40%[130]
Organization of Football Prognostics S.A. (OTCPK:GOFP.Y) Earnings Call Presentation
2025-10-13 11:30