Full Year 2025 Jumbo Interactive Ltd Earnings Call Transcript
Key Points
- Jumbo Interactive Ltd (ASX:JIN) delivered its second-best financial result ever, despite a subdued jackpot environment.
- The company's SaaS segment is growing, with TTV exceeding $250 million and revenue over $10 million.
- Jumbo Interactive Ltd holds an estimated 24% share of the Australian Lottery Fundraising Market, showcasing its leadership.
- The company declared a record high final dividend of $0.305 per share, maintaining strong shareholder returns.
- Managed Services are gaining traction overseas, particularly in the UK, with revenue growth and strategic importance.
- Group TTV and revenue were down 5% and 9% respectively, impacted by a softer jackpot environment.
- Underlying EBITDA and NPATA decreased by 11% and 9%, reflecting the challenging market conditions.
- Lottery Retailing TTV was down 15.9%, with revenue declining 12.5% due to lower jackpots.
- Marketing costs are expected to rise, impacting the EBITDA margin, which is projected to decrease to 46%-50%.
- The company's M&A strategy is progressing slower than anticipated, affecting potential growth opportunities.
Thank you for standing by and welcome to the Jumbo Interactive FY25 results briefing. (Operator Instructions) I would now like to hand the conference over to Mr. Mike Veverka. Please go ahead.
Good morning, everyone, and welcome. Let me begin by acknowledging the traditional owners of the land on which we meet and pay our respects to all elders, past and present. Today I am joined by our CFO, Jatin Khosla, to present our financial results for FY25.
Surpassing FY24, which benefited from the record $200 million Powerball was always going to be a challenge, particularly with the subdued jackpot this year. Even so, we made the most of what we had to work with and still delivered our second best result ever. Lottery Retailing remains the cornerstone of our business and even with softer jackpot cycles, we continue to see strong engagement and loyalty from players. Our refined marketing playbook, which we kicked off in the second half, is delivering measurable gains in
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