Betmakers Technology Group Ltd. · ASX:BET
Betmakers Technology — Investor Presentation (October 2024)
17 slides from Betmakers Technology's investor presentation, Oct 24, 2024
Slide 1: Investor Presentation October 2024
BetMakers Technology Group Ltd ABN 21 164 521 395 For personal use only | | | | | | | | | | | | | | | | | | | | | | | | | INVESTOR PRESENTATION OCTOBER 2024 www.betmakers.com/investors © 2024 BetMakers Technology Group Limited. Confidential & proprietary. INVESTOR PRESENTATION OCTOBER 2024 | 1
Slide 2: BetMakers delivers world leading B2B technology for tote and fixed odds wagering
For personal use only BetMakers delivers world leading B2B technology for tote and fixed odds wagering. © 2024 BetMakers Technology Group Limited. Confidential & proprietary. INVESTOR PRESENTATION OCTOBER 2024 | 2
Slide 3: A Global Leader
BUSINESS STRATEGY A GLOBAL LEADER For personal use only ______ BetMakers delivers world leading B2B technology solutions for tote and fixed odds betting on horse racing. AN INTERNATIONAL LEADER A UNIQUE MIX OF HIGHLY TRANSFORMATION STRATEGY APPROACHING PROFITABILITY IN B2B TECHNOLOGY FOR RACING SCALA
Slide 4: Leadership Team
For personal use only MATT DAVEY JAKE HENSON CARL HENSCHKE BUSINESS STRATEGY President and Executive Chairman Chief Executive Officer Chief Financial Officer LEADERSHIP Matt Davey possesses extensive expertise in the gaming and wagering industry within the Jake Henson has been a key member of BetMakers
Slide 5: Global Footprint
BUSINESS STRATEGY GLOBAL For personal use only FOOTPRINT EUROPE ______ United Kingdom and Ireland, France, Germany, The Netherlands, Spain, Cyprus, Denmark, Norway and Finland 30+ 60+ active countries online wagering operators ASIA South Korea, Hong Kong, Macau, Vietnam and Malaysia 230+ 45+ racing
Slide 6: Operating Model
BUSINESS STRATEGY OPERATING MODEL ______ For personal use only From Fixed Odds BetMakers has built a reliable and scalable B2B marketplace for software, data and alone, BetMakers rightsholder partners for the racing-led wagering sector. Marketplace performs over 2 billion data checks and validations
Slide 7: Products by Division
For personal use only PRODUCTS PRODUCTS __________________ __________________ BUSINESS STRATEGY Quantum™ Tote Engine Fixed Odds Pricing & Managed PRODUCTS BY _________ Tote Hosting _________ Betting Platform Development Trading Services _________ Data, Form & Content DIVISION International Tote Pool
Slide 8: Global Betting Services (Next Gen)
BUSINESS STRATEGY GLOBAL BETTING SERVICES (NEXT GEN) For personal use only ______ TARGET CUSTOMER REVENUE MODEL New opportunity Sportsbook Platform Terminal Interface The customer is seeking a full Variable fees + SaaS1 PLATFORM white label digital platform, but minimum fees October 2024 Launch can
Slide 9: Global Tote
BUSINESS STRATEGY GLOBAL TOTE For personal use only ______ TARGET CUSTOMER REVENUE MODEL Existing or new operator ADW Platform BetLine Terminals Variable fees + SaaS PLATFORM & TERMINALS An operator looking for full end to minimum fees All Products Live end digital and/or POS solution End-to-end Exi
Slide 10: FY24 Revenue Composition
FY24 REVENUE COMPOSITION For personal use only ______ Our revenues are contracted, diversified, and allow BetMakers to participate in the value generated by our products. CONTRACTED REVENUES CUSTOMER CONCENTRATION REVENUE MODEL GROUP GEOGRAPHICAL SPLIT 3% 27% 37% 34% 63% 66% 73% 97% Contracted Beginn
Slide 11: EBITDA Improving
For personal use only EBITDA IMPROVING 3.9 -7.2 _____ Adjusted EBITDA loss reduced by 74% to $7.2m (FY24 vs FY23). ➞ Adjusted EBITDA, was -$7.2m vs -$27.8m in the pcp (an improvement of $20.6m). -27.8 0.2 -2.0 19.0 The restructure is delivering, the business is more efficient. ➞ Key driver is reductio
Slide 12: Transformation & Growth Strategy
For personal use only TRANSFORMATION & GROWTH STRATEGY ______ Shaping the future of global racing. © 2024 BetMakers Technology Group Limited. Confidential & proprietary. INVESTOR PRESENTATION OCTOBER 2024 | 12
Slide 13: Transformation Strategy
For personal use only TRANSFORMATION & GROWTH TRANSFORMATION STRATEGY ______ Betmakers has developed a strategy to support its long term goal1 of transforming the business into a “Rule of 40”2 Company. HORIZON ONE HORIZON TWO HORIZON THREE Focus on delivering an improved operating model to assist in
Slide 14: Transformation Plan
1 TRANSFORMATION & GROWTH TRANSFORMATION PLAN For personal use only ______ BetMakers is pursuing an aggressive financial transformation, designed to deliver long term value for shareholders. The LTIP Performance Hurdles1 are not financial guidance, but are ambitious targets designed to incentivise man
Slide 15: Growth Flywheel
BUSINESS STRATEGY GROWTH FLYWHEEL For personal use only ______ ➞ Leaner product set driving reduced cost to service ➞ Multi-tenant and highly ➞ Integrated corporate scalable architecture functions with an around the ➞ Full GBS offering written sun model MARKET in latest coding language BetMakers is l
Slide 16: Growth Focus
For personal use only INTERNATIONAL EXPANSION Providing turn-key and bespoke solutions for both emerging markets and established international operators. UPGRADING TOTE TECHNOLOGY Delivering upgraded Tote technology for established operators globally. BetMakers has various TRANSFORMATION & GROWTH gr
Slide 17: Disclaimer
DISCLAIMER For personal use only ______ This shareholder update is dated 24 October 2024. The material contained in this document is a presentation of general information about the activities of BetMakers Technology Group Limited (the Company or BET) as at the date of this update. All monetary figure
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