Slide 1: ASX Announcement: Strategic acquisition of Dream Car Giveaways
ASX Announcement 15 October 2025 Strategic acquisition of Dream Car Giveaways Investor Presentation Attached is the investor presentation that sets out further details for the acquisition of Dream Car Giveaways Limited. - Ends - Authorised for release by the Board of Directors. For further informati
Slide 2: Strategic acquisition of Dream Car Giveaways
Jumbo Interactive Limited Strategic acquisition of Dream Car Giveaways 15 October 2025
Slide 3: 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
Slide 4: Jumbo Presenters
Jumbo Presenters Mike Veverka Tam Watson Jatin Khosla Managing Director, Head of Operations - UK Chief Financial Officer CEO and Founder Strategic Acquisition of Dream Car Giveaways dreamcargiveaways.co.uk 2
Slide 5: Transaction highlights and strategic rationale
Transaction highlights and strategic rationale
Slide 6: Transaction Highlights
Transaction Highlights B2C • Jumbo enters the rapidly growing UK Prize Draw market with the acquisition of leading operator Dream Strategy Car Giveaways (DCG) Attractive • Leading B2C brand and digital proposition in large, high-growth market (prize draws) B2C brand • Established and trusted digital
Slide 7: UK B2C entry unlocked through prize draws
UK B2C entry unlocked through prize draws Strong growth in prize draws reflects a shift in consumer preferences towards more seamless digital, fun and engaging experiences Prize draws are a significant With substantial headroom Attracting a younger, digitally and growing market for future growth sav
Slide 8: How Jumbo will create value
How Jumbo will create value Jumbo’s proprietary platform built for Oz Lotteries and servicing its SaaS customers can be deployed across DCG. Jumbo’s data-driven and best-practice approach refined in lottery markets will drive further growth Jumbo Interactive Limited Value Protection Foundational sta
Slide 9: Strategic rationale
Strategic rationale Alignment • Strong alignment with Jumbo’s strategy to accelerate growth and enhance revenue and earnings with Strategy diversification and establish a B2C presence internationally • DCG is a leading B2C brand with a compelling digital proposition, operating in a large, high-growt
Slide 10: Overview of Dream Car Giveaways and Integration approach
Working DRAFT Overview of Dream Car Giveaways and Integration approach
Slide 11: DCG Journey
DCG Journey Beginnings Today DCG started as a passion project created by car A household brand for online competitions enthusiasts for fellow enthusiasts 135k+ 645k 2018 2025 Winners since 2018 Active Customers £1m 12 week Year 1 Competition revenue lifecycle 3,000+ A$300m+ Prize draws in LTM Total
Slide 12: DCG Business Overview (I)
DCG Business Overview (I) One of the UK’s leading online prize draw providers TTV1 (A$M) TTV Mix TTV (£M) 118 TTV (£M) 31% Technology platform 83 unreliable at newfound scale 63% 49 47 39 6% 20 6 TTV (£M) TTV (£M) FY19 FY20 FY21 FY22 FY23 FY24 FY25 Car Property Other 1. Exchange rate of £0.49 = A$1.
Slide 13: DCG Business Overview (II)
DCG Business Overview (II) One of the UK’s leading online prize draw providers Active Customers1 (‘000) Customer Statistics TTV (£M) 645 27% TTV (£M) <1% Gender Channel 99% 391 73% Male Female Offline Digital 197 Age 26% 25% 147 129 15% 14% 74 10% 10% 20 TTV (£M) TTV (£M) FY19 FY20 FY21 FY22 FY23 FY
Slide 14: Integration Approach
Integration Approach Our integration approach has been designed in three core phases to optimise value and set the foundations to enable further scale Integration Principles Operational Governance Model 1. T Full integration of core support functions 1. Preserve momentum through a balanced approach
Slide 15: Transaction Summary & Funding, DCG Financials & FY26 Outlook
Transaction Summary & Funding, DCG Financials & FY26 Outlook
Slide 16: Transaction Summary and Funding
Transaction Summary and Funding • Jumbo Interactive UK has completed the acquisition of DCG for an enterprise value of A$109.9m1 (£53.9m), comprising: − Upfront cash of A$75.2m1 (£36.9m) − Equity component of A$10.2m1 (£5.0m) Enterprise − Earn-out payment of up to A$24.5m1 (£12.0m) payable post 31 D
Slide 17: Key Financials and FY26 Outlook
Key Financials and FY26 Outlook Financial performance for the 12 months ended 30 April 20251,2 FY26 Outlook1,2 TTV (£M) TTV (£M) Underlying EBITDA Annualised TTV A$118.2m Contribution (8½ months) underlying EBITDA growth vs pcp £57.9m A$14.3m – A$14.9m 20% - 25% £7.0m – £7.3m • Continued momentum dr
Slide 18: Financial snapshot post DCG
Financial snapshot post DCG Group Proforma A$m DCG1 FY25 Proforma Contribution FY25 FY25 TTV 996.1 118.2 1,114.3 Revenue 145.3 36.52 181.8 TTV (£M) 20% COGS (23.1) (3.2) (26.3) Gross Profit 122.2 33.3 155.5 10% 8% Underlying EBITDA Opex (54.4) (17.6) (72.0) A$85m Underlying Other income 0.5 1.1 1.6
Slide 19: FY26 Group Outlook Updated for DCG | Dividend flexibility
FY26 Group Outlook Updated for DCG | Dividend flexibility Australia Underlying EBITDA Margin Managed Services (Lottery Retailing + SaaS + Corporate) 46% - 50% UK TTV Underlying EBITDA Growth • Driven by new business wins, pricing • • Lottery Retailing TTV driven by large jackpot frequency and size S
Slide 20: Conclusion
Conclusion
Slide 21: Transaction Highlights
Transaction Highlights B2C • Jumbo enters the rapidly growing UK Prize Draw market with the acquisition of leading operator DCG Strategy Attractive • Leading B2C brand and digital proposition in large, high-growth market (prize draws) B2C brand • Established and trusted digital prize draw propositio
Slide 22: Appendix A: Market overview and regulatory environment
Appendix A Market overview and regulatory environment TTV • Prize draws are products where participants (£M) may enter via either a paid entry route or a free entry Key takeaways route and have the chance to win prizes. Overview 1,2 Market • Unlike charity lotteries, prize draws can be operated pure