2 3 4 Note 1: With the exception of EPS and - - PowerPoint PPT Presentation

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Mar 27, 2023 235 likes •546 views

2 3 4 Note 1: With the exception of EPS and dividends, all percentage changes are in constant currency (CC) with foreign currency component in H111 translated at H112 exchange rates Note 2 : For

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Note 1: With the exception of EPS and dividends, all percentage changes are in constant currency (‘CC’) with foreign currency component in H1’11 translated at H1’12 exchange rates

Note 2 : For consistency with online industry practice, the Group now deducts free bets, promotions and bonuses from Gross Win and reports the resulting Net Revenue amount. Profit is not affected, just the classification of costs. H1’11 is shown on the same basis

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148 198 7.1 5.0 13.0 10.0 10.5 4.1 6

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* In constant currency ** Australia also includes legacy telephone operations accounting for less than 5% of its gross and operating profit in H1‘12

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* In constant currency

** Active customers are defined as those who have deposited real money and have bet in the reporting period, excluding indirect B2B customers

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Note: Australia also includes legacy telephone operations accounting for less than 5% of its gross and operating profit in H1’12

* In constant currency ** Active customers are defined as customers who have deposited real money and have bet in the reporting period

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* In constant currency

** Sportsbook activity includes sports betting over-the-counter and via Self Service Betting Terminals (‘SSBTs’)

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1. Strong Shop Performance
2. Outperformance Accelerating
4. Significant Scope for Future Growth

* Includes acquisition costs, fit-out costs and lease premia

3. Accelerating Rollout

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Note: This division excludes legacy Australia telephone operations included within Online Australia Division

* In constant currency ** Active customers are defined as those who have deposited real money and have bet in the reporting period

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Source: Kantar Media Syndicated Online Gambling Research Base: c.10,000 each date

20 845 966 1,121 Mar '10 Mar '11 Mar '12

* paddypower.com sportsbook UK active customers / total UK sportsbook market actives, per Kantar Media Syndicate Online Gambling Research ** Source: Paddy Power customer research using the Ipsos loyalty methodology Base: c.4,000 each date

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* Competitor data sourced from public filings; Net revenue growth, except for Tatts, Luxbet and Tabcorp (turnover growth). Sportingbet/Centrebet y/e 31 Jul’12; Betfair Australia y/e 30 Apr’12 Source: Kantar Media Syndicated Online Gambling Research, Spontaneous Awareness, Jul’12 Base: c.400

0% 10% 20% 30% 40% 50% Bet365.com Luxbet.com Betfair.com.au Sportingbet.com.au Centrebet.com TAB.com.au Sportsbet.com.au

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+9% +3% +14% +21% +24% +37% Tatts Luxbet Tabcorp Betfair Australia Sportingbet /Centrebet SB TO

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0% 10% 20% 30% 40% 50%

Jan 12 Feb 12 Mar 12 Apr 12 May 12 Jun 12 Jul 12

paddypower.com Sportsbook Sportsbet/IAS Sportsbook Paddy Power Games Paddy Power Casino

* Source: Kantar Media Syndicated Online Gambling Research; Base: c.10,000 each date

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** In constant currency

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7 12 15 20 2009 2010 2011 2012 21 31 47 69 2009 2010 2011 2012 338 476 704 997 2009 2010 2011 2012 2011 2012 2011 2012 51 93 112 160 2009 2010 2011 2012

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30,000 60,000 90,000 120,000 150,000

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50,000 100,000 150,000 200,000 250,000 300,000

Mars

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Note: Growth comparisons are H1’12 versus H1’11