Evoke Plc · LSE:EVOK

Evoke — H1 2026 Earnings Presentation

15 slides from Evoke's earnings presentation, Aug 12, 2026

  1. Slide 1: H1 2026 Results Presentation

    H1 2026 Results Presentation 12 August 2026

  2. Slide 2: Agenda

    AGENDA Topic Presenters Acquisition Update Summary H1 2026 Financial Review Q&A Per Widerström Sean Wilkins Chief Executive Officer Chief Financial Officer 2

  3. Slide 3: Acquisition Update

    ACQUISITION UPDATE Recommended acquisition by Bally’s Intralot progressing as planned with no change to expected completion timeline ❑ On 5 June 2026, the Board announced that it had reached agreement on the terms of a recommended acquisition of evoke by Bally’s Intralot S.A. ❑ The transaction follo

  4. Slide 4: Summary

    SUMMARY Resilient underlying performance with decisive actions mitigating significant gaming duty increases ❑ Group revenue stable at £888m and up 2% like-for-like ❑ Adjusted EBITDA of £150m, down 10% after a £46m increase in gaming duties, partly offset by marketing efficiencies and operational cos

  5. Slide 5: Financial review

    Financial review Sean Wilkins, CFO 5

  6. Slide 6: H1 2026 Financial Summary

    H1 2026 FINANCIAL SUMMARY Revenue stable and +2% LFL, driven by gaming, particularly in UK online and Italy Adjusted EBITDA of £150m, -10% YoY, with significantly higher gaming duties being partly mitigated Revenue m£ H1 2026 H1 2025 YoY • UK&I Online: gaming +7% driven by continued strong William H

  7. Slide 7: Cash Flow

    CASH FLOW Cash outflow in the period primarily driven by exceptional costs and financing, with leverage increasing due to reduced EBITDA following gaming duty increases £m Jun-25 Dec-25 Jun-26 Gross debt1 1,834.8 1,896.4 1,919.8 IFRS16 liabilities 104.4 94.7 85.2 Cash (excl. customer (121.0) (128.4)

  8. Slide 8: Q&A Presenters

    Q&A Presenters 8

  9. Slide 9: Appendix

    Appendix 9

  10. Slide 10: Segmental Performance

    SEGMENTAL PERFORMANCE UK&I Online Retail International Group Unaudit ed H1 H1 % H1 H1 % H1 H1 % H1 H1 % £m 2026 2025 Change 2026 2025 Change 2026 2025 Change 2026 2025 Change Average mont hly act ives (000s) 1,072 1,085 -1% 559 652 -14% 1,631 1,737 -6% Sportsbook stakes 1,011.7 1,079.0 -6% 677.5 738

  11. Slide 11: Quarterly Performance – Group

    QUARTERLY PERFORMANCE – GROUP Unaudit ed - Group 2025 2026 £m Q1 Q2 Q3 Q4 H1 H2 FY Q1 Q2 Q3 Q4 H1 H2 FY Average mont hly act ives (000s) 1,754 1,720 1,622 1,707 1,737 1,664 1,701 1,635 1,626 1,631 Sportsbook stakes 1,168.0 1,140.0 1,003.8 1,041.6 2,308.0 2,045.4 4,353.4 1,056.9 1,042.8 2,099.7 Sport

  12. Slide 12: Quarterly Performance – UK&I Online

    QUARTERLY PERFORMANCE – UK&I ONLINE Unaudit ed - UK&I Online 2025 2026 £m Q1 Q2 Q3 Q4 H1 H2 FY Q1 Q2 Q3 Q4 H1 H2 FY Average mont hly act ives (000s) 1,069 1,101 1,027 1,041 1,085 1,034 1,059 1,057 1,087 1,072 Sportsbook stakes 538.6 540.4 461.9 488.2 1,079.0 950.2 2,029.2 498.8 512.8 1,011.7 Sport s

  13. Slide 13: Quarterly Performance – UK Retail

    QUARTERLY PERFORMANCE – UK RETAIL Unaudit ed - UK Ret ail 2025 2026 £m Q1 Q2 Q3 Q4 H1 H2 FY Q1 Q2 Q3 Q4 H1 H2 FY Sportsbook stakes 367.3 371.0 338.9 336.3 738.3 675.2 1,413.5 338.8 338.7 677.5 Sport sbook net revenue margin 18.9% 19.4% 19.8% 21.3% 19.1% 20.5% 19.8% 20.0% 20.4% 20.2% Betting revenue

  14. Slide 14: Quarterly Performance – International

    QUARTERLY PERFORMANCE – INTERNATIONAL Unaudit ed - Int ernat ional 2025 2026 £m Q1 Q2 Q3 Q4 H1 H2 FY Q1 Q2 Q3 Q4 H1 H2 FY Average mont hly act ives (000s) 685 619 594 666 652 630 641 578 540 559 Sportsbook stakes 262.1 228.6 203.0 217.1 490.7 420.1 910.8 219.3 191.3 410.5 Sport sbook net revenue mar

  15. Slide 15: Disclaimer

    DISCLAIMER Forward looking statements ● This presentation may contain certain forward-looking statements, beliefs or opinions, with respect to the financial condition, results of operations and business of the Company. These statements, which contain the words “anticipate”, “believe”, “intend”, “est

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