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Page 1: › ~ › media › Files › P › ...Sportingbet/Centrebet y/e 31 Jul’12; Betfair Australia y/e 30 Apr’12 Source: Kantar Media Syndicated Online Gambling Research, Spontaneous
Page 2: › ~ › media › Files › P › ...Sportingbet/Centrebet y/e 31 Jul’12; Betfair Australia y/e 30 Apr’12 Source: Kantar Media Syndicated Online Gambling Research, Spontaneous

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Page 3: › ~ › media › Files › P › ...Sportingbet/Centrebet y/e 31 Jul’12; Betfair Australia y/e 30 Apr’12 Source: Kantar Media Syndicated Online Gambling Research, Spontaneous

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Page 4: › ~ › media › Files › P › ...Sportingbet/Centrebet y/e 31 Jul’12; Betfair Australia y/e 30 Apr’12 Source: Kantar Media Syndicated Online Gambling Research, Spontaneous

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Page 5: › ~ › media › Files › P › ...Sportingbet/Centrebet y/e 31 Jul’12; Betfair Australia y/e 30 Apr’12 Source: Kantar Media Syndicated Online Gambling Research, Spontaneous

••

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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Page 6: › ~ › media › Files › P › ...Sportingbet/Centrebet y/e 31 Jul’12; Betfair Australia y/e 30 Apr’12 Source: Kantar Media Syndicated Online Gambling Research, Spontaneous

148

198

7.15.0

13.010.0

10.5 4.1

6

••

•••

••••

Page 7: › ~ › media › Files › P › ...Sportingbet/Centrebet y/e 31 Jul’12; Betfair Australia y/e 30 Apr’12 Source: Kantar Media Syndicated Online Gambling Research, Spontaneous

* 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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Page 8: › ~ › media › Files › P › ...Sportingbet/Centrebet y/e 31 Jul’12; Betfair Australia y/e 30 Apr’12 Source: Kantar Media Syndicated Online Gambling Research, Spontaneous

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Page 9: › ~ › media › Files › P › ...Sportingbet/Centrebet y/e 31 Jul’12; Betfair Australia y/e 30 Apr’12 Source: Kantar Media Syndicated Online Gambling Research, Spontaneous

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Page 10: › ~ › media › Files › P › ...Sportingbet/Centrebet y/e 31 Jul’12; Betfair Australia y/e 30 Apr’12 Source: Kantar Media Syndicated Online Gambling Research, Spontaneous

•••

••

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Page 11: › ~ › media › Files › P › ...Sportingbet/Centrebet y/e 31 Jul’12; Betfair Australia y/e 30 Apr’12 Source: Kantar Media Syndicated Online Gambling Research, Spontaneous

•••

* 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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Page 12: › ~ › media › Files › P › ...Sportingbet/Centrebet y/e 31 Jul’12; Betfair Australia y/e 30 Apr’12 Source: Kantar Media Syndicated Online Gambling Research, Spontaneous

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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Page 13: › ~ › media › Files › P › ...Sportingbet/Centrebet y/e 31 Jul’12; Betfair Australia y/e 30 Apr’12 Source: Kantar Media Syndicated Online Gambling Research, Spontaneous

••••

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Page 14: › ~ › media › Files › P › ...Sportingbet/Centrebet y/e 31 Jul’12; Betfair Australia y/e 30 Apr’12 Source: Kantar Media Syndicated Online Gambling Research, Spontaneous

* In constant currency

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

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Page 15: › ~ › media › Files › P › ...Sportingbet/Centrebet y/e 31 Jul’12; Betfair Australia y/e 30 Apr’12 Source: Kantar Media Syndicated Online Gambling Research, Spontaneous

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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Page 16: › ~ › media › Files › P › ...Sportingbet/Centrebet y/e 31 Jul’12; Betfair Australia y/e 30 Apr’12 Source: Kantar Media Syndicated Online Gambling Research, Spontaneous

•••

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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Page 17: › ~ › media › Files › P › ...Sportingbet/Centrebet y/e 31 Jul’12; Betfair Australia y/e 30 Apr’12 Source: Kantar Media Syndicated Online Gambling Research, Spontaneous

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••

Page 18: › ~ › media › Files › P › ...Sportingbet/Centrebet y/e 31 Jul’12; Betfair Australia y/e 30 Apr’12 Source: Kantar Media Syndicated Online Gambling Research, Spontaneous

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Page 19: › ~ › media › Files › P › ...Sportingbet/Centrebet y/e 31 Jul’12; Betfair Australia y/e 30 Apr’12 Source: Kantar Media Syndicated Online Gambling Research, Spontaneous

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Page 20: › ~ › media › Files › P › ...Sportingbet/Centrebet y/e 31 Jul’12; Betfair Australia y/e 30 Apr’12 Source: Kantar Media Syndicated Online Gambling Research, Spontaneous

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

Page 21: › ~ › media › Files › P › ...Sportingbet/Centrebet y/e 31 Jul’12; Betfair Australia y/e 30 Apr’12 Source: Kantar Media Syndicated Online Gambling Research, Spontaneous

* 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 BetfairAustralia

Sportingbet/Centrebet

SB TO

Page 22: › ~ › media › Files › P › ...Sportingbet/Centrebet y/e 31 Jul’12; Betfair Australia y/e 30 Apr’12 Source: Kantar Media Syndicated Online Gambling Research, Spontaneous

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Page 26: › ~ › media › Files › P › ...Sportingbet/Centrebet y/e 31 Jul’12; Betfair Australia y/e 30 Apr’12 Source: Kantar Media Syndicated Online Gambling Research, Spontaneous

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 26

** In constant currency

Page 27: › ~ › media › Files › P › ...Sportingbet/Centrebet y/e 31 Jul’12; Betfair Australia y/e 30 Apr’12 Source: Kantar Media Syndicated Online Gambling Research, Spontaneous

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Page 28: › ~ › media › Files › P › ...Sportingbet/Centrebet y/e 31 Jul’12; Betfair Australia y/e 30 Apr’12 Source: Kantar Media Syndicated Online Gambling Research, Spontaneous

7 12

15 20

2009 2010 2011 2012

21 31

47

69

2009 2010 2011 2012

338 476

704

997

2009 2010 2011 20122011 2012

2011 2012

51

93 112

160

2009 2010 2011 2012

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Page 29: › ~ › media › Files › P › ...Sportingbet/Centrebet y/e 31 Jul’12; Betfair Australia y/e 30 Apr’12 Source: Kantar Media Syndicated Online Gambling Research, Spontaneous

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0

30,000

60,000

90,000

120,000

150,000

..

29

0

50,000

100,000

150,000

200,000

250,000

300,000

Mar

s

Page 30: › ~ › media › Files › P › ...Sportingbet/Centrebet y/e 31 Jul’12; Betfair Australia y/e 30 Apr’12 Source: Kantar Media Syndicated Online Gambling Research, Spontaneous

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

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