Q4 2025 OPAP Holding SA Earnings Call Transcript

Mar 03, 2026 / 02:00PM GMT

Release Date Price: €14.72 (-3.03%)

Transcript

Key Points

Positve

OPAP Holding SA (GOFPY) reported a 4.9% growth for the year, aligning with their provided outlook.
The company secured the Helene Clotter's license, which is expected to start operating with a new 12-year concession from May.
The new draft bill on illegal betting is anticipated to positively impact OPAP Holding SA (GOFPY)'s business by minimizing illegal betting activities.
The company is investing in digital transformation, focusing on enhancing customer experiences both online and in retail.
The rebranding to Orwin has been positively received, with around 50% awareness in society, and is expected to strengthen market presence among younger audiences.

Negative

There was an increase in expenses in Q4, attributed to digital investments and marketing, which may impact future profitability.
The online segment experienced a decline, mainly due to customer-friendly results in sports betting.
The retail lottery business saw a slight revenue decline in Q4, attributed to tough comparisons with the previous year's performance.
The competitive dynamics in the online sports betting market remain challenging, impacting market share.
The performance of scratch and lottery tickets has been underwhelming, prompting plans for portfolio refreshment.

Operator

Ladies and gentlemen, thank you for standing by. I am Yeli, your chorus call operator. Welcome and thank you for joining the Opape conference call and live webcast question-and-answer session to discuss the 4th quarter 2025 financial results. At this time, I would like to turn the conference over to Mr. Jan Karas, Chairman and CEO of Opape.

Mr. Karas, you may now proceed.

Jan Karas

OPAP Holding SA - Chief Executive Officer, Member of the Executive Board

Thank you, Galle.

Good evening or good morning to everyone. We are glad to welcome you here and present to you our solid set of full year 2025 financial results. Hope you have enjoyed the presentation distributed earlier today, and we would be glad to answer any questions related. To our financial performance, we are pleased with our 4.9% growth for the year in line with our provided outlook and remain optimistic that Greek operations will continue to be a strong asset of the combined Owin and provide significant contribution to its future success.

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