Tabcorp Holdings Limited · ASX:TAH
Tabcorp — Investor Presentation (August 2026)
16 slides from Tabcorp's investor presentation, Aug 10, 2026
Slide 1: ASX Announcement: Investor presentation - Acquisition of BetMakers Technology Group
ASX ANNOUNCEMENT 10 August 2026 ASX Market Announcements Australian Securities Exchange 20 Bridge Street Sydney NSW 2000 Investor presentation - Acquisition of BetMakers Technology Group Attached is a presentation regarding Tabcorp Holdings Limited’s (ASX: TAH) (Tabcorp) announcement today that it h
Slide 2: Investor Presentation: Acquisition of BetMakers Technology Group
INVESTOR PRESENTATION ACQUISITION OF BETMAKERS TECHNOLOGY GROUP 10 AUGUST 2026
Slide 3: Transaction Highlights
TABCORP’S ACQUISITION OF BETMAKERS TRANSACTION HIGHLIGHTS ACCELERATES TECHNOLOGY ESTABLISHES A GLOBAL B2B GREATER SPEED AND MODERNISATION GROWTH ENGINE EFFICIENCY Delivers modernisation of our wagering technology Highly complementary assets Strong addition to our capability with proven digital stack
Slide 4: Executive Summary: Transaction Summary
EXECUTIVE SUMMARY TRANSACTION SUMMARY DEAL TERMS • Tabcorp to acquire BetMakers for cash consideration of $0.24 per share • Equivalent to an equity value of approximately $283m on a fully diluted basis1 and an enterprise value of approximately $267m2 • Offer represents a premium of approximately 41%
Slide 5: Strategic Rationale
STRATEGIC RATIONALE ACCELERATING CORE STRATEGIC PRIORITIES AND DELIVERING ATTRACTIVE FINANCIAL OUTCOMES FOR SHAREHOLDERS 1 2 3 4 ACCELERATES ESTABLISHES A GREATER SPEED FINANCIALLY TECHNOLOGY GLOBAL B2B AND EFFICIENCY ATTRACTIVE MODERNISATION GROWTH ENGINE OPPORTUNITY Cloud-native wagering tech stac
Slide 6: Accelerates Technology Modernisation
STRATEGIC RATIONALE 1 ACCELERATES TECHNOLOGY MODERNISATION TECHNOLOGY STACK PRODUCT INNOVATION Transition to a modern, cloud-native technology stack Efficient operating model for rapid wagering product development and rollout Provides the fastest and most efficient path to our target Enhanced capabi
Slide 7: Global B2B Growth Engine
STRATEGIC RATIONALE 2 GLOBAL B2B GROWTH ENGINE COMBINED OFFERING RIGHTS & Premium domestic rights & US rights distribution Extensive worldwide racing rights portfolio International distribution network, plus some rights Full-service vision & production Full-service vision, production and distributio
Slide 8: Greater Speed and Efficiency
STRATEGIC RATIONALE 3 GREATER SPEED AND EFFICIENCY DRIVING A HIGH-PERFORMANCE CULTURE ACQUISITION INCREASED AI-ENABLED PROVEN A MORE OF TALENT & INNOVATION WAYS OF EXPERIENCE IN EFFICIENT CAPABILITY AND SPEED TO WORKING DIGITAL TABCORP MARKET TRANSFORM- OPERATING ATION MODEL AI Tabcorp Investor Pres
Slide 9: Financially Attractive Opportunity
STRATEGIC RATIONALE 4 FINANCIALLY ATTRACTIVE OPPORTUNITY COST • Tabcorp’s addressable cost base is the primary focus of the targeted synergies • Rationalisation of data centres, corporate applications and technology contracts SYNERGIES • Simplification of product development following adoption of Be
Slide 10: Funding Overview
FINANCIAL IMPACT FUNDING OVERVIEW ACQUISITION FUNDING DETAILS TABCORP PRO FORMA PURCHASE Cash consideration of $0.24 per share NET DEBT / EBITDA PROFILE4 PRICE Equivalent to an equity value of $283m on a fully diluted basis1 and an enterprise value of $267m2 Represents an EV / LTM Jun-26 pro forma E
Slide 11: Summary
SUMMARY ACCELERATES OUR TECHNOLOGY MODERNISATION 01 Transition to a modern, cloud-native wagering technology stack ESTABLISHES A GLOBAL B2B GROWTH ENGINE 02 Complementary assets create a compelling B2B wagering and media services offering GREATER SPEED AND EFFICIENCY 03 Faster speed to market at lo
Slide 12: Appendix
APPENDIX Tabcorp Investor Presentation | 11
Slide 13: Overview of BetMakers
OVERVIEW OF BETMAKERS DIVERSIFIED, HIGHLY CONTRACTED, GLOBAL B2B REVENUES BETMAKERS 27% REVENUE MIX Domestic Not-contracted (FY25) International Contracted 73% 97% 26% Top 10 customers 40% Global Betting Services Other customers 60% Global Tote 74% Source: BetMakers FY25 results presentation and Ann
Slide 14: Key Products & Customers
OVERVIEW OF BETMAKERS KEY PRODUCTS & CUSTOMERS GLOBAL BETTING SERVICES GLOBAL TOTE Digital solutions to bookmakers for odds data, bet processing, Powers global pari-mutuel wagering via scalable SaaS risk management & customer engagement technology, supporting pool management, commingling, advanced w
Slide 15: Glossary of Key Terms
GLOSSARY OF KEY TERMS 1H/2H First half or second half of the relevant year 1Q/2Q/3Q/4Q First/second/third/fourth quarter of the relevant year A$ Australian dollar AI Artificial intelligence B2B Business to Business B2C Business to Consumer BET The ASX ticker code used to identify BetMakers CY Calend
Slide 16: Disclaimer
DISCLAIMER This presentation (Presentation) provides information in summary form and should be read in conjunction with the announcement in relation to the proposed transaction between Tabcorp Holdings Limited (Tabcorp) and BetMakers Technology Group Limited (BetMakers) (the Transaction) that was re
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