Jumbo Interactive Limited · ASX:JIN
Jumbo Interactive — Shareholder Meeting (November 2025)
27 slides from Jumbo Interactive's shareholder meeting presentation, Nov 11, 2025
Slide 1: 2025 Annual General Meeting
Jumbo Interactive Limited 2025 Annual General Meeting 11 November 2025
Slide 2: Acknowledgement of Country
Acknowledgement of Country Jumbo Interactive Limited (Jumbo) and its controlled subsidiaries (Group) would like to acknowledge the Turrbal and Yuggara People, the traditional custodians of the land on which our global business was founded. We pay our respects to elders past and present, the keepers
Slide 3: Chair's address
Chair’s address Susan Forrester AM 2025 Annual General Meeting – 11 November 2025 2
Slide 4: Proven track record of growing earnings and cash
Proven track record of growing earnings and cash Another strong result, second only to FY24 which was boosted by record jackpots Revenue ($M) EBITDA ($M) Operating Cash Flow ($M) 159 +15% p.a. 145 +10% p.a. +12% p.a. 5-year CAGR (FY20 to FY25) 5-year CAGR (FY20 to FY25) 5-year CAGR (FY20 to FY25) 11
Slide 5: Our strategy
Our strategy Protecting the Core, Diversifying for Growth Key Priorities TTV (£M) Protect and grow Oz Lotteries market share Strengthen SaaS and Managed Services Scaling our proprietary products TTV (£M) Accelerating growth through acquisitions 2025 Annual General Meeting – 11 November 2025 jumboint
Slide 6: Updated Capital Management Framework
Updated Capital Management Framework Focused on executing our growth strategy while maximising shareholder value Capital dynamics and dividend policy (Illustrative) Uses Objective Description Organic Product development 1 Growth investment and innovation 2 Debt Strengthen Repayment of Debt Repayment
Slide 7: Board of Directors
Board of Directors Susan Mike Sharon Giovanni Michael Forrester AM Veverka Christensen Rizzo Malone Chair of the Board, Managing Director, Independent Independent Independent Independent Chief Executive Officer Non-Executive Non-Executive Non-Executive Non-Executive Director and Founder Director Dir
Slide 8: Our People
Our People TTV (£M) TTV (£M) First row: Jumbo’s new Head Office in Milton. Second row: 2025 Hackathon, Battle of the Tech Bands, Jumbo’s UK Team. 2025 Annual General Meeting – 11 November 2025 jumbointeractive.com 7
Slide 9: Our People
Our People Great Place QUT Scholarships to Work Certified in all regions WOMEN LEADERS PROGRAM Jumbo’s L&D programs 2025 Annual General Meeting – 11 November 2025 jumbointeractive.com 8
Slide 10: FY25 Sustainability Highlights
FY25 Sustainability Highlights Carbon Neutral Employee EV car Multi-award Australian operations subscription winning from FY22-24 program Learning and development programs launched >$290 million raised Welcomed three For our charity partners, including our Splash for Good program Continued commitmen
Slide 11: Managing Director, CEO and Founder's address
Managing Director, CEO and Founder’s address Mike Veverka 2025 Annual General Meeting – 11 November 2025 10
Slide 12: FY25 Overview
FY25 Overview Another strong result, second only to FY24 which was boosted by record jackpots Lottery Retailing SaaS Engaging players, diversifying products Scaling partnerships, growing share • Strong engagement and loyalty despite softer jackpots • Record TTV ($250m+) and revenue ($10m+) • Refined
Slide 13: Our strategy
Our strategy Protecting the Core, Diversifying for Growth Key Priorities TTV (£M) Protect and grow Oz Lotteries market share Strengthen SaaS and Managed Services Scaling our proprietary products TTV (£M) Accelerating growth through acquisitions 2025 Annual General Meeting – 11 November 2025 jumboint
Slide 14: Accelerating growth through acquisitions
Accelerating growth through acquisitions Jumbo’s B2C Portfolio - Going for Growth in the Prize Draw Market Brand DCG (UK) DCG (UK) DG (US) Market Opportunity 27 million 70 million 350 million (Total Population1) Key Financials2 $457M | $36M $118M | $17M | $110M $27M | $7M | $55M (TTV | EBITDA | EV)
Slide 15: Going for Growth in the UK Prize Draw market
Accelerating growth through acquisitions Going for Growth in the UK Prize Draw market Prize draws are a significant With substantial headroom Attracting a younger, digitally and growing market for future growth savvy customer 3 Year CAGR (%) & Annual Ticket Sales (A$b) Illustrative only TTV (£M) TTV
Slide 16: Going for Growth in the Prize Draw market
Accelerating growth through acquisitions Going for Growth in the Prize Draw market Prize draws are a significant and growing market Where our brands are relative to Oz Lotteries DG (USA) customers distribution by state TTV (£M) Oz Lotteries TTV TTV (£M) History Repeating? TTV (£M) TTV (£M) % of Tota
Slide 17: Jumbo's B2C Portfolio
Accelerating growth through acquisitions Jumbo’s B2C Portfolio How Jumbo will create value Integration Approach Our integration approach has been designed in Value Protection three core phases to optimise value and set the Foundational stability to ensure regulatory compliance and reputation is safe
Slide 18: Our strategy
Our strategy Protecting the Core, Diversifying for Growth Key Priorities TTV (£M) Protect and grow Oz Lotteries market share Strengthen SaaS and Managed Services Scaling our proprietary products TTV (£M) Accelerating growth through acquisitions 2025 Annual General Meeting – 11 November 2025 jumboint
Slide 19: Scaling and strengthening our business
Scaling and strengthening our business Diversifying for growth in Australia Our FY25 Non-TLC portfolio Recent wins Non-TLC Non-TLC TTV $14.9M SaaS agreement with RSL Queensland Oz Lotteries TTV 3.3% of Lottery Retail TTV • Signed September 2025 Powerball • This will almost double External Charity No
Slide 20: Our strategy
Our strategy Protecting the Core, Diversifying for Growth Key Priorities TTV (£M) Protect and grow Oz Lotteries market share Strengthen SaaS and Managed Services Scaling our proprietary products TTV (£M) Accelerating growth through acquisitions 2025 Annual General Meeting – 11 November 2025 jumboint
Slide 21: Protect and grow Oz Lotteries market share
Protect and grow Oz Lotteries market share Maintaining market share during a modest jackpot period Estimated Jumbo Share of Sales by draw 1 (%) Division 1 prize of $10M to $30M Individual Draw Period Average 1HY23 2HY23 1HY24 2HY24 1HY25 2HY25 YTD Oct-25 0.0900 $200M Powerball in Feb-24 0.0850 0.080
Slide 22: Trading Update: Modest start to FY26
Trading Update Modest start to FY26 Powerball | Oz Lotto Division 1 large jackpots (≥$30m) 54 47 63 56 33 62 40 48 52 49 79 61 47 47 54 49 44 44 43 80 80 120 80 40 160 40 100 100 90 200 150 100 100 100 100 80 100 80 11 11 9 9 9 8 7 7 7 7 7 6 6 6 5 5 5 3 2 680 630 550 540 420 440 440 330 380 270 280
Slide 23: Trading Update: Four months to 31-Oct-25
Trading Update1 Four months to 31-Oct-25 Lottery Retailing SaaS MS - UK MS - Canada TTV (A$M) TTV (A$M) TTV (£M) TTV (C$M) +5.2% +5% 135.3 142.4 +9% +9.0% 0% 80.3 87.5 +13.1% +13% +10.8% +11% 29.1 32.8 21.3 23.6 YTD FY25 YTD FY26 YTD FY25 YTD FY26 YTD FY25 YTD FY26 YTD FY25 YTD FY26 Revenue (A$M) |
Slide 24: Australian lotteries
Australian lotteries Consistent and resilient growth over the long term Australian lotteries sales over time ($bn) Retail 3 year Average Digital Recession Recession GFC COVID-19 8.5 7.9 7.9 7.8 7.2 3.5% 3.5% p.a. 6.5 6.6 FY1990 to FY2025 CAGR 5.2 5.3 5.0 5.2 4.8 4.9 4.4 4.7 4.5 4.3 4.8 42% 4.1 FY25
Slide 25: FY26 Group Outlook and Revised Dividend policy
FY26 Group Outlook Updated for acquisitions | Revised Dividend policy Australia TTV (£M) Underlying EBITDA Margin Managed ServicesTTV (£M) (Lottery Retailing + SaaS + Corporate) 46% - 50% UK TTV Underlying EBITDA Growth Driven by new business wins, pricing 10% - 15% • • Lottery Retailing TTV driven
Slide 26: Growth and Diversification over time
Growth and Diversification over time EBITDA by Source ($M) 8% • Australian Centric 18% • One customer • Government Lottery $92M Australia Managed Services DCG (UK) FY25 proforma DG (US) 8% EBITDA 66% $19M FY18 EBITDA 4.8x Seven years later • Global Footprint • Diversify outside of TLC agreement • Fo
Slide 27: Disclaimer
Disclaimer This presentation contains summary information about the activities of Jumbo Interactive Limited ABN 66 009 189 128 (Jumbo) and its controlled subsidiaries (Group) current as at the date of this presentation. It should be read in conjunction with Jumbo’s other periodic and continuous disc
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