• Strong engagement and loyalty despite softer jackpots
• Charity and proprietary products momentum
• Scaling partnerships, growing share in SaaS and Managed Services

Jumbo Interactive Ltd held its 2025 Annual General Meeting on 11 November 2025, providing an update on the company's performance and strategic priorities. The company reported another strong result in FY25, with revenue, EBITDA and operating cash flow growing at a 5-year CAGR of 10-15%. This was the second-best result after FY24, which was boosted by a record $200M Powerball jackpot. The company's strategy is focused on 'Protecting the Core, Diversifying for Growth', with key priorities including scaling its proprietary products, protecting and growing its market share in the Australian lottery market, accelerating growth through acquisitions, and strengthening its SaaS and Managed Services offerings. In the Australian lottery market, Jumbo maintained strong engagement and loyalty from players despite a softer jackpot environment, and saw continued momentum in its charity and proprietary products. The company is also scaling its SaaS and Managed Services businesses, with recent wins including a SaaS agreement with RSL Queensland.Jumbo is also pursuing an acquisition-led growth strategy, with a focus on the UK prize draw market. The company has acquired two UK-based businesses, DCG and DG, which are performing ahead of expectations and provide a platform for further growth in the UK and US markets.The company has updated its capital management framework, with a focus on executing its growth strategy while maximizing shareholder value. This includes a target dividend payout ratio of 30-50% of NPAT, and an ongoing on-market share buy-back program.

Jumbo expects the following for FY26:- Australia (Lottery Retailing + SaaS + Corporate) Underlying EBITDA Margin of 46-50%- UK Managed Services Underlying EBITDA Growth of 10-15%- Canada Managed Services Underlying EBITDA Growth of 5-10%- DCG (UK) Underlying EBITDA Contribution of £7.0m-£7.3m (8.5 months)- DG (USA) Underlying EBITDA Contribution of US$2.7m-US$3.0m (8 months)

Jumbo remains focused on executing its growth strategy, with key priorities including scaling its proprietary products, protecting and growing its market share in the Australian lottery market, accelerating growth through acquisitions, and strengthening its SaaS and Managed Services offerings. The company is well-positioned to continue delivering strong financial performance and shareholder value.