Organization of Football Prognostics S.A. (OTCPK:GOFP.Y) 2025 Capital Markets Day Transcript

Summary of Organization of Football Prognostics S.A. Capital Markets Day Company Overview - Company: Organization of Football Prognostics S.A. (OTCPK:GOFP.Y) - Event: 2025 Capital Markets Day held on November 28, 2025 - Key Speakers: Jan Karas (CEO), Ken Morton (CFO), Karel Komárek (Founder), Kathleen Colemire (Board Member), Pavel Mucha (CFO of OPAP) Core Industry Insights - Industry: Lottery and Gaming Sector - Market Dynamics: The lottery and gaming industry is undergoing a transformation driven by evolving customer expectations, requiring personalization, social features, and seamless experiences [11][12][13] - Technological Integration: Emphasis on cutting-edge technology, including AI, to accelerate innovation and reduce time to market [11][12] Key Transaction Highlights - Transaction with OPAP: A transformational deal that positions OPAP shareholders to share in the growth of a global gaming leader while maintaining a minimum dividend of EUR 1 per share [12][13][15] - Scale and Growth: The combination will create the second-largest listed lottery and gaming operator globally by EBITDA, enhancing growth potential and cash flow resilience [16][17] Financial Performance - EBITDA Growth: Pro forma for announced acquisitions, the company generated EUR 1.9 billion of EBITDA in the 12 months to June 2025, with a compound annual growth rate (CAGR) of about 20% over the last six years [20][24] - Cash Flow Generation: The company has invested over EUR 2.5 billion in inorganic growth since 2019 while paying EUR 1.7 billion in dividends [26][27] Strategic Growth Initiatives - Organic Growth Strategy: Focus on enhancing customer offerings, driving digitalization, and expanding product portfolios [30][39] - Inorganic Growth Strategy: Targeted acquisitions to strengthen core operations and enter new markets, with recent acquisitions including PrizePicks and Novibet [41][42] Market Position and Expansion - Geographic Footprint: The transaction expands OPAP's footprint from a Cyprus-only operation to a global presence, including high-growth markets in the U.S., Brazil, and Latin America [17][19] - Product Diversification: The combined entity will offer a broader range of products, including daily fantasy sports through PrizePicks and enhanced iGaming capabilities [18][19] Future Outlook - Vision for 2030: Ambition to be the leading global gaming entertainment company with top positions across lottery, sports betting, and iGaming markets [50][51] - Technological Advancements: Continued investment in proprietary technology and content to enhance customer experiences and drive innovation [44][45] Additional Insights - Responsible Gaming: Commitment to high standards of play protection and corporate social responsibility as integral to sustainable growth [48][49] - Community Contributions: Active involvement in community initiatives, supporting various social causes [49] This summary encapsulates the key points discussed during the Organization of Football Prognostics S.A. Capital Markets Day, highlighting the company's strategic direction, financial performance, and future growth potential in the lottery and gaming industry.