Pointsbet Holdings Ltd. · ASX:PBH
Pointsbet — FY2025 Earnings Presentation
23 slides from Pointsbet's earnings presentation, Aug 29, 2025
Slide 1: FY25 Results Presentation
FY25 : RESULTS PRESENTATION | August 29 2025 N B C U N I V E R S A L M E D I A P A R T N E R S H I P & F Y 2 0 R E S U L T S P R E S E N T A T I O N │ A U G U S T 2 0 2 0
Slide 2: Important Notice and Disclaimer
FY25 RESULTS PRESENTATION AUG 2025 IMPORTANT NOTICE AND DISCLAIMER This document and any oral presentation accompanying it has been Therefore, there can be no assurance that such forecasts, forward Disclosures in this document, the accompanying presentation or any prepared in good faith, however, no
Slide 3: Agenda
FY25 RESULTS PRESENTATION AUG 2025 AGENDA GROUP AUSTRALIA CANADA GROUP TRANSACTION BUSINESS BUSINESS BUSINESS FINANCIAL APPENDIX UPDATE REVIEW REVIEW REVIEW PERFORMANCE 3
Slide 4: MIXI Australia Takeover Update
FY25 RESULTS PRESENTATION AUG 2025 MIXI Australia Takeover Update • MIXI Australia’s takeover bid is unanimously recommended by the PointsBet board, and is an unconditional, all cash takeover offer at $1.25 per share. • MIXI Australia, and MIXI, Inc., as at August 29 has a relevant interest of 47.34
Slide 5: Unsolicited Betr Takeover Offer
FY25 RESULTS PRESENTATION AUG 2025 Unsolicited Betr Takeover Offer • betr’s takeover bid is a hostile, unsolicited, all scrip proposal, with value creation heavily dependent on synergies. • MIXI Australia will not accept betr’s offer which means that betr will not be able to achieve full control of
Slide 6: The PointsBet Board Recommends MIXI Australia's Offer
FY25 RESULTS PRESENTATION AUG 2025 THE POINTSBET BOARD RECOMMENDS MIXI AUSTRALIA’S OFFER – SHAREHOLDERS CAN ACCEPT USING THE DETAILS BELOW 6
Slide 7: Agenda
FY25 RESULTS PRESENTATION AUG 2025 AGENDA GROUP AUSTRALIA CANADA GROUP TRANSACTION BUSINESS BUSINESS BUSINESS FINANCIAL APPENDIX UPDATE REVIEW REVIEW REVIEW PERFORMANCE 7
Slide 8: FY25 Group Trading and Financial Metrics
FY25 RESULTS PRESENTATION AUG 2025 FY25 GROUP TRADING AND FINANCIAL METRICS All figures in A$ FY25 FY24 PCP Normalised EBITDA4 profitability SPORTS ✓ achieved – first time in company history Net Win1 $257.6m $248.3m +4% BETTING and within guidance range iGAMING Net Win1 $26.0m $18.8m +39% Record Gro
Slide 9: Agenda
FY25 RESULTS PRESENTATION AUG 2025 AGENDA GROUP AUSTRALIA CANADA GROUP TRANSACTION BUSINESS BUSINESS BUSINESS FINANCIAL APPENDIX UPDATE REVIEW REVIEW REVIEW PERFORMANCE 9
Slide 10: Australia FY25 Trading and Financial Metrics
FY25 RESULTS PRESENTATION AUG 2025 Record Revenue result4 of $218.5m – up 3% AUSTRALIA FY25 TRADING AND FINANCIAL METRICS compared to the PCP, while Australian online ✓ wagering market experienced material negative All figures in A$ FY25 FY24 PCP growth Gross Profit5 of $114.5m, up 2% on the PCP, Tu
Slide 11: Australia PointsBet Continues to Support Gambling Advertising Reform
FY25 RESULTS PRESENTATION AUG 2025 AUSTRALIA POINTSBET CONTINUES TO SUPPORT GAMBLING ADVERTISING REFORM PointsBet paid $115.3m in GST, POCT and Product Fees to Australian Governments, Racing bodies and Sports bodies. PointsBet remains active in encouraging the Wagering industry, Governments, Sports
Slide 12: Agenda
FY25 RESULTS PRESENTATION AUG 2025 AGENDA GROUP AUSTRALIA CANADA GROUP TRANSACTION BUSINESS BUSINESS BUSINESS FINANCIAL APPENDIX UPDATE REVIEW REVIEW REVIEW PERFORMANCE 12
Slide 13: Canada FY25 Trading and Financial Metrics
FY25 RESULTS PRESENTATION AUG 2025 Strong Turnover2 growth vs the PCP in both CANADA FY25 TRADING AND FINANCIAL METRICS ✓ Sports Betting and iGaming All figures in A$1 FY25 FY24 PCP Net Win grew in line with overall Ontario ✓ market, thus maintaining market share Turnover / Handle2 $354.9m $255.0m +
Slide 14: Agenda
FY25 RESULTS PRESENTATION AUG 2025 AGENDA GROUP AUSTRALIA CANADA GROUP TRANSACTION BUSINESS BUSINESS BUSINESS FINANCIAL APPENDIX UPDATE REVIEW REVIEW REVIEW PERFORMANCE 14
Slide 15: Normalised Group Results Summary Continuing Operations
FY25 RESULTS PRESENTATION AUG 2025 NORMALISED3 GROUP RESULTS SUMMARY CONTINUING OPERATIONS All amounts in A$m1 FY25 FY24 REVENUE2 Revenue in FY25 increased by 6% over the PCP. Revenue 261.4 245.5 GROSS PROFIT Gross profit margin of 52.4%, down 0.4p.p on the PCP, driven by Cost of sales (124.4) (115.
Slide 16: Balance Sheet
FY25 RESULTS PRESENTATION AUG 2025 BALANCE SHEET A$m1 30 Jun 2025 30 Jun 2024 Cash and cash equivalents 40.2 42.2 CASH AND CASH EQUIVALENTS At 30 June 2025, the Company had $22.7 million in corporate cash. Right-of-use assets 1.5 2.0 Intangible assets 26.6 30.4 Other assets 4.9 7.3 Total assets 73.2
Slide 17: Cash Flows : Statutory
FY25 RESULTS PRESENTATION AUG 2025 CASH FLOWS : STATUTORY A$m1 FY25 FY24 Cash flows from operating activities Receipts from customers (inclusive of GST) 283.6 267.1 Payments to suppliers and employees (inclusive of GST) (270.3) (263.7) At 30 June 2025, the Group had $22.7 million of 13.3 3.4 Statuto
Slide 18: Agenda
FY25 RESULTS PRESENTATION AUG 2025 AGENDA GROUP AUSTRALIA CANADA GROUP TRANSACTION BUSINESS BUSINESS BUSINESS FINANCIAL APPENDIX UPDATE REVIEW REVIEW REVIEW PERFORMANCE 18
Slide 19: Canada FY25 Trading and Financial Metrics (C$)
FY25 RESULTS PRESENTATION AUG 2025 CANADA FY25 TRADING AND FINANCIAL METRICS (C$) All figures in C$ FY25 FY25 PCP Turnover / Handle1 $320.6m $226.6m +41% Gross Win2 Margin % 7.2% 9.0% (1.9pp) SPORTS Gross Win2 $22.9m $20.4m +12% BETTING Net Win3 Margin % 4.8% 6.0% (1.2pp) Net Win3 $15.3m $13.6m +13%
Slide 20: Statutory Group Results Summary
FY25 RESULTS PRESENTATION AUG 2025 STATUTORY GROUP RESULTS SUMMARY A$m1 FY25 FY24 Change (%) Australia Trading 218.5 211.5 3% Canada Trading 42.9 34.0 26% Corporate - - Statutory Revenue2 261.4 245.5 6% Australia Trading 30.1 26.8 Canada Trading (15.1) (19.7) Corporate (10.8) (10.5) Total Statutory
Slide 21: Statutory P&L
FY25 RESULTS PRESENTATION AUG 2025 STATUTORY P&L A$m1 FY25 FY24 Revenue2 261.4 245.5 Cost of sales (124.4) (115.9) Gross profit 137.0 129.6 Other income 0.0 0.0 Sales and marketing expense (62.5) (71.0) Employee benefits expense (46.4) (44.5) Product and technology expense (12.8) (9.8) Administratio
Slide 22: Statutory P&L Reconciliation
FY25 RESULTS PRESENTATION AUG 2025 STATUTORY P&L RECONCILIATION A$m1 FY25 Revenue3 261.4 Cost of sales (124.4) Gross profit 137.0 Sales and marketing expense (62.5) Employee benefits expense (46.4) Product and technology expense (12.8) Administration and other expenses (11.1) Total operating expense
Slide 23: Reconciliation of Net Win to Revenue
FY25 RESULTS PRESENTATION AUG 2025 RECONCILIATION OF NET WIN TO REVENUE A$m1 FY25 Net Win (inclusive of Goods and Services Tax) 283.8 Deduction for Goods and Services Tax (21.9) Fair Value adjustments (0.5) Total Reported Revenue 261.4 1. Average AUD/CAD rate was 0.9033 for FY25 and 0.8882 for FY24.