Skycity Entertainment Group Limited · NZX:SKC

Skycity Entertainment — UBS Australasia Investor Conference 2021

24 slides from Skycity Entertainment's conference presentation, Nov 16, 2021

  1. Slide 1: UBS Investor Conference Presentation cover letter

    shy OVCITY 16 November 2021 @ ENTERTAINMENT GROUP Client Market Services NZX Limited SkyCity Entertainment Group Limited L | 1 NZX Cc t 99 Albert Street, Auckland 1010 evel 1, entre New Zealand Tl Cable Street PO Box 6443, Auckland 1141 WELLINGTON New Zealand P +649 363 6000 Copy to: w wwwskycityent

  2. Slide 2: UBS Australasia Investor Conference Investor Presentation

    SkyCity Entertainment Group Limited UBS Australasia Investor Conference Investor Presentation 16 November 2021 e ° . e ee . °, e e . e eee e e e e ° e e e ® @©@ e e Se e ee e e ee ee °? ee Ce 0 *.e ecoee,” Oo eet ee eee e® a sherry

  3. Slide 3: Introduction

    Introduction FY22 YTD trading impacted by Covid-19 disruptions, particularly in Auckland Online casino performing strongly - significant omnichannel opportunity in NZ (subject to regulation) NZICC/Horizon Hotel project progressing and working closely with Fletcher Construction Strong Management team

  4. Slide 4: SkyCity Overview (1 of 2)

    SkyCity Overview (1 of 2) Founded in 1996 - leading gaming, entertainment and hospitality operator in NZ and South Australia Launched online casino in August 2019 and completed Adelaide expansion in December 2020 Significant private sector employer (around 4,200 staff across the business) — diverse

  5. Slide 5: SkyCity Overview (2 of 2)

    SkyCity Overview (2 of 2) shyciry Exclusive casino licence in Adelaide to 2035 - full licence term to 2085 v NZ online casino via SkyCity Malta B . Exclusive casino licence in Auckland to 2048) skvcity a skvcity Exclusive casino licence in Hamilton to 20277) ° fz ° S ro) cITY Exclusive casino licenc

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  8. Slide 8: Near-Term Priorities

    Near-Term Priorities Navigate through ongoir ncertainty of Covid-19 operating environme! Respond to A\ RAC investigation of Adelaide Optimise Adelaide expansio! ‘ocus on local and interstate business (when borders reopen) Pursue online gaming opportunity in NZ

  9. Slide 9: Management Team

    Management Team Callum Mallett Chief Operating Officer = NZ Michael Ahearne Chief Executive Officer Julie Amey Claire Walker David Christian Chief People & Chief Operating Chief Financial Culture Officer Officer - Australia Officer Jono Browne Glen McLatchie GM Queenstown Chief Information Officer G

  10. Slide 10: Host Responsibility

    Host Responsibility Board Governance & Oversight Senior Management Host Responsibility Programmes Governance & Oversight G2) Ht Respensibity Roles ond Duties d Reports to the Regulator Software and Algorithme to Monitor Gaming Machine Play Independent Assurance Group Harm Minimisation Framework Comm

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  15. Slide 15: Online Casino (2 of 2)

    Online Casino (2 of 2) Monthly gross gaming revenue): Weekly active customers?): FY20-FY22 YTD to 31 October 2021 ($m) FY20-FY22 YTD to 31 October 2021 (000s) mn ° 12 Spike in activity due to Covid-19 lockdown 40 5.0 Consistem perornmarce during FY21 NN, 4.0 8 Site optimised during | prolonged Covid

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  17. Slide 17: Financial Resilience

    Financial Resilience (1 of 2 NZ combined revenue vs. pre-Covid-19 average: ) Covid-19 Global Financial Changes to Crisis venue (Auckland) fevenue (NZ combine omekn laws in -- m Revenue (Auckland! m Revenue (NZ combined) 9 3.0% CAGR pee ee ee ee ee ee ee ee ee —— $00 Tn SARS aw pil 500 ¥r | 7” 20% 40

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  19. Slide 19: COVID-19 update

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  20. Slide 20: Trading update and FY22 outlook

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  22. Slide 22: Key Investment Themes

    Key Investment Themes High-quality/defensive earnings - resilient performance when open Adelaide expansion and NZICC/Horizon Hotel to underpin medium-term earnings growth - opportunity to become omnichannel operator Major capital investment programme concluding - strong cashflow generation expected

  23. Slide 23: Disclaimer

    Disclaimer All information included in this presentation is provided as at 16 November 2021 This presentation includes a number of forward-looking statements. Forward-looking statements, by their nature, involve inherent risks and uncertainties. Many of those risks and uncertainties are matters whic

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    For personal use only sherry

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