Tabcorp Holdings Limited · ASX:TAH
Tabcorp — Macquarie Australia Conference 2025
19 slides from Tabcorp's conference presentation, May 6, 2025
Slide 1: ASX Announcement: Presentation to Macquarie Australia Conference
ASX ANNOUNCEMENT 6 May 2025 ASX Market Announcements Australian Securities Exchange 20 Bridge Street Sydney NSW 2000 For personal use only Presentation to Macquarie Australia Conference Tabcorp Holdings Limited (Tabcorp) provides the attached presentation to be delivered by Gillon McLachlan, Tabcorp
Slide 2: Macquarie Australia Conference 6 May 2025
For personal use only MACQUARIE AUSTRALIA CONFERENCE 6 MAY 2025
Slide 3: Contents: Today's Topics
Contents TODAY’S TOPICS GETTING FIT $ OPERATIONALISING STRATEGY For personal use only 1 OUR STORY SO FAR… 4 OUR GAME PLAN 2 NEW LEADERSHIP & STRUCTURE 5 GROWTH FOR INDUSTRY & OURSELVES 3 STRATEGIC EVOLUTION 6 OMNICHANNEL EXPERIENCE 7 STRUCTURALLY PROFITABLE RETAIL 8 RACING & SPORTS MEDIA BUSINESS 9
Slide 4: Our Story So Far
Getting Fit OUR STORY SO FAR… For personal use only Operationalise Strategy Leveraging our unique assets to drive growth through differentiation Spring Racing Digital CEO Carnival Retail Commencement 5 Day A Week Strong execution making Media Comprehensive turnaround TAB the brand of the Return Tote
Slide 5: New Leadership & Structure
Getting Fit NEW LEADERSHIP & STRUCTURE CLARITY For personal use only COMMITMENT CAPABILITY GILLON McLACHLAN Managing Director & Chief Executive Officer SHARON KAYELENE ROBERT MICHAEL MARK NARELLE PAUL JARROD BROADLEY SNOWDEN FRASER FITZSIMONS HOWELL McKENZIE O’ROURKE VILLANI Chief People Chief Opera
Slide 6: Strategic Evolution
Getting Fit STRATEGIC EVOLUTION For personal use only FY27 – FY28 MAR ‘25 – JUN ‘26 AUG ’24 – JUN ‘25 DELIVER STRATEGIC OPERATIONALISE DIFFERENTIATION GETTING STRATEGY OURSELVES FIT High-performance culture Sustained growth from our unique set of assets Operationalise key strategic initiatives Strat
Slide 7: A New Game Plan: How We Will Win
Strategy A NEW GAME PLAN HOW WE WILL WIN OUR ASSETS For personal use only DIGITAL RETAIL TOTE MEDIA MAX 1 2 3 4 5 Clarity, commitment Growth for our industry Unrivalled Omnichannel Structurally Profitable Standalone Racing & EXECUTION PLAN and capability and ourselves Experiences Retail Business Spo
Slide 8: Growth for Our Industry & Ourselves
Strategy GROWTH FOR OUR INDUSTRY & OURSELVES For personal use only WE MUST OPTIMISE OUR HERITAGE Structural Reform Reinvigorate & innovate the Tote Long-term sustainability and growth for our industry partners across wagering & racing Expand markets & diversify revenue streams Tabcorp Macquarie Aust
Slide 9: Unrivalled Omnichannel Experiences: Real Ability to Differentiate
Strategy UNRIVALLED OMNICHANNEL EXPERIENCES REAL ABILITY TO For personal use only DIFFERENTIATE BRAND Iconic Australian brands, with substantial growth upside in sports market DIGITAL Digital parity delivered. Only player with ability to create omnichannel experiences and unique product offers RETAI
Slide 10: Bringing Experience Back to Retail
Strategy UNRIVALLED OMNICHANNEL EXPERIENCES BRINGING EXPERIENCE For personal use only BACK TO RETAIL Integrated execution across all channels: Digital, Retail, Media 3700+ licensed pubs, 80K+ screens Personalised experiences and unique products Delivering our commitment to player safety and complian
Slide 11: Unrivalled Omnichannel Experiences: Promotions
Strategy UNRIVALLED OMNICHANNEL EXPERIENCES For personal use only TIME-BASED TO QR CODE ENABLED POINTING ALIGNED MESSAGING ACROSS UNMISSIBLE BOOSTED OFFER DRIVE ACTION CUSTOMERS TO TAB * DIGITAL TOUCHPOINTS NO-ONE ELSE CAN DELIVER Tabcorp Macquarie Australia Conference | 10 Promotions are illustrati
Slide 12: Bet Live on Sport In-Venue with Tap In-Play
Strategy UNRIVALLED OMNICHANNEL EXPERIENCES For personal use only BET LIVE ON SPORT IN-VENUE WITH TAP IN-PLAY Digitally integrated In-Play betting in retail for the first time – something totally unique to TAB1 *Regulatory approval received in NSW. Initial trial phase over the coming months prior to
Slide 13: Tap In-Play
Strategy UNRIVALLED OMNICHANNEL EXPERIENCES TAP IN-PLAY For personal use only EXCLUSIVE EXPERIENCE TO DATE, IN-PLAY Driving targeted awareness and ensuring a seamless user journey BETTING HAS ONLY BEEN AVAILABLE VIA: TAB self-service terminals Over the counter with a TAB Operator Contacting the call
Slide 14: Structurally Profitable Retail: A Stronger Retail Partnership
Strategy STRUCTURALLY PROFITABLE RETAIL A STRONGER RETAIL PARTNERSHIP For personal use only Evolving The best wagering Modern brand and partnership model experience in-venue technology A commercial model Exclusive in-venue Uplift venues focused on growth products & offers* New technology to Investin
Slide 15: Standalone Racing & Sports Media Business
Strategy STANDALONE RACING & SPORTS MEDIA BUSINESS For personal use only PROFITABLE AND GROWING MEDIA BUSINESS Evolve business model Enhance core offering and content Screen utilisation Local and global distribution Increase margins Tabcorp Macquarie Australia Conference | 14
Slide 16: MAX Integrity Services
Strategy MAX INTEGRITY SERVICES For personal use only LEADING PROVIDER OF • ~126K EGMs monitored nationally • Exclusive licences in NSW & TAS • Leading provider in QLD & NT INTEGRITY SERVICES • Significant value add potential AND TECHNOLOGY Expand monitoring footprint Grow value-add services Innovat
Slide 17: Market Observations & Summary
Close MARKET OBSERVATIONS & SUMMARY For personal use only WAGERING MARKET IN SUMMARY At our 1H25 result in February, we noted a modest • Tabcorp is getting fitter. We have increased improvement to the turnover trend in the wagering wagering and media capability. We are creating a market. No change t
Slide 18: Question & Answer
Close QUESTION & ANSWER ALL THAT IS GOOD For personal use only IS GREEN Tabcorp Macquarie Australia Conference | 17
Slide 19: Disclaimer
DISCLAIMER This Presentation contains summary information about the current unknown risks, uncertainties and other factors, many of which are beyond the activities of Tabcorp Holdings Limited (Tabcorp) and its subsidiaries (Tabcorp control of Tabcorp, that may cause actual results to differ material
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