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Aristocrat Overview

Land Based Businesses Digital Businesses

12 Global Studio3300+ employees

10 Global Studio2100+ employees

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Australia & New Zealand Overview

15 Markets (Australia & New Zealand)

3 Protocols (with variations for each market or jurisdiction)

10 Regulators

ANZ National Standards

Game Design Rules differ in each jurisdiction

Different markets & player characteristics

Operator strategies & venue differentiation

Regional business objectives & opportunities

Different release strategies for each market

• ANZ MARKET •

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• ANZ MARKET •

JURISDICTION No. of Venues EGM’s

TOTAL A&NZ

NSW/ACT 2,961 93,620

QLD/NT 1,401 46,286

VIC 524 26,344

SA/WA 565 16,355

TAS 102 3,563

NZ 1,486 18,553

7,039 214,854

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• ANZ MARKET •

% ATA MACHINES IN MARKET

61%56%

51%

33%

50%

13%

52%

32%

0%

10%

20%

30%

40%

50%

60%

70%

2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020

NSW Manufacturer

AGT ARZ ATA IGT KON SG

0%

10%

20%

30%

40%

50%

60%

2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020

QLD Manufacturer

AGT ARZ ATA IGT KON SG

2%0%

94%

2%1%2%

NSW Hotel breakdown 2020

AGT ARZ ATA IGT KON SG

12%1%

62%

12%

5%8%

QLD Hotels Breakdown 2020

AGT ARZ ATA IGT KON SG

15%

2%

54%

16%

4%10%

NSW Club Breakdown 2020

AGT ARZ ATA IGT KON SG

17%

3%

39%

17%

11%

12%

QLD Clubs Breakdown 2020

AGT ARZ ATA IGT KON SG

• ANZ MARKET •

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• Capped Max Prizes

• Prefer more “gambler” focused games

• Jackpot dominant

• More stringent regulations

• Players less receptive to really ‘out there’ concepts

AUSTRALIAN

• SESSION 3 •

• ANZ MARKET •

MOST GAMES ACROSS FAMILIES PAST 10 YEARS

Ranking

1st

ManufacturerGame Family

2nd

3rd

4th

5th

6th

7th

8th

9th

10th

Lightning Link/Ca$h Aristocrat

Dragon Link/Ca$h Aristocrat

Players Choice Aristocrat

5 Dragons Aristocrat

Multistar IGT

Lock It Link Sci Games

Queen Of The Nile Aristocrat

Multideluxe Sci Games

Jetsetter IGT

Quad Shot Ainsworth

CURRENT ANZ POPULAR FAMILIES

Game Family Manufacturer

Aristocrat

Aristocrat

Aristocrat

IGT

Sci Games

Sci Games

Konami

Sci Games

IGT

Lightning Link

Grandstar

Dragon Link

Bubble Blast

Monopoly

Rising Riches

All Aboard

Penny Pier

Fireball

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Popular Feature Mechanic ANZ

• ANZ MARKET •

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0.0%

5.0%

10.0%

15.0%

20.0%

25.0%

30.0%

35.0%

40.0%

45.0%

50.0%

2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020

5 of Kind Free Games Hold & Spin Wild/Multiplier

• ANZ MARKET •

0.0%

10.0%

20.0%

30.0%

40.0%

50.0%

60.0%

2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020

• ANZ MARKET •

Jackpot Breakdown All Markets

Jackpot Breakdown NSW

Jackpot Breakdown QLD

27%

6%66%

45%51%

4%

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How are games sold in ANZ ??

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22% of ANZ install base

• ANZ MARKET •

ASIA Market

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Market Overview

21,433 Slots

ARI – 42%

17,009 Slots

ARI – 50%

12,766 Slots

ARI – 70%

8,645 Slots

ARI – 35%

4,612 Slots

ARI – 42%

4,044 Slots

ARI – 70%

2,714 Slots

ARI – 42%

TOTAL: 71,250

ARI – 50%

Market Overview

Philippines Cambodia Singapore Korea Vietnam Macau

#1 JJBX 5 Dragons Gold Cash Cove Brazil 5 Dragons Deluxe JJBX

#2 DFDC 5 Kings (Mystery) JJBX 5 Dragons Gold 5 Dragons Gold DFDC

#3 Lightning Link5 Dragons Rapid

(Mystery)DFDC 5 Dragons Deluxe 5 Koi Legends FDLL

#4 5 Dragons Gold Dragon Riches Lighting Link 50 Lions 9 Princes series Yin Cai Shen

#5 Mega Manny 5 Dragons Legends Gold Stacks 88 Good Fortune Fortune King Deluxe Lightning Link

#6 Mighty Cash Fortune King Gold Good Fortune Mighty Cash Fortune King Rapid Good Fortune

#7 FDLL JJBX Fa Fa Fa (5 Dragons) 50 Dragons Deluxe 5 Dragons Rapid Mighty Cash

#8 5 Dragons Rapid Fortune Tree 5 Dragons Rapid Fortune King Lightning Link 5 Dragons Rapid

#9 Yi Liu Fa (Jumbo) Good Fortune Mighty Cash 5 Frogs DFDC 5 Dragons Gold

#10 Fu Lai Cai Lai (Aruze) Fa Fa Fa Fa Fa Long [x] Hit it Hot series 5 Dragons Deluxe

• Top performers vary by market based on player preferences – SG’s JJBX and DFDC

are performing strongly across the link segment with Aristocrat continuing to stand out

in standalone markets

• Limited ability to influence performance of released games, focus on churning underperformers into newer / stronger performing titles

Top 10 games by market

Aristocrat Scientific Games IGT

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• Colonised by Portugal in the 16th century, gambling

legalised in 1849

• Became a Special Administrative Region of China in

1999

• In 2002 Macau government granted 3 (later 6)

concessions including to foreign operators, ending a 4

decade monopoly by Stanley Ho

• Core customer demographic is mainland Chinese

• Competition from Philippines and Cambodia for

mass players

• Gaming revenue overtook Las Vegas in 2007

Population 0.6 million

Area 28 km2

Gaming venues 41

Total EGMs 17,009

EGM caps No caps

Macau

Gaming

Concessions &

Sub Concessions

in Macau

SJM

MGM Mirage /

Pansy Ho (MGPL)

Galaxy

LVS Corp

Wynn

Melco / Crown Ltd

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• Became an independent nation (from the

United States) in 1946

• PAGCOR created in 1976 to regulate the 10

existing casinos

• Also operates 41 gaming venues and 9,641

EGMs

• One of few jurisdictions in Asia that permits

locals to gamble without many restrictions

• 3 key markets: metro Manila (including

Entertainment City), Clark and regional

locations (e.g. Cebu, Boracay, Iloilo, Rizal, Poro

Point, etc.)

• 4 major integrated resorts (IRs): Solaire (RGB

account), City of Dreams Manila (Melco),

Resorts World Manila (Genting) and Okada

• Core customer demographic is local Filipinos

across all regions with foreigners largely

premium mass and VIP players

• Majority of foreign players are Korean (higher

during winter months

• Several major new openings planned

Population 110 million

Area 300,000 km2

Gaming venues 60

Total EGMs 21,433

EGM caps4 slots + 2 ETGs for every 2

hotel rooms (all Philippines)

Philippines

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• Became an independent nation (from Malaysia) in

1965

• In 2007 Singapore government issued 2 casino

licenses with a 10 year exclusivity period, these

were extended by 3 years (exclusivity dropped)

• Resorts World Sentosa (Genting) opened in 2010

and Marina Bay Sands (Las Vegas Sands)

opened in 2011

• Singapore locals are required to pay a fee to

government each 24 hours to gamble in the

casinos (S$150 per day)

• Core customer demographic are a combination of

locals (particularly for private clubs), Malaysian,

Chinese and other international tourists

• 2 key segments: 2 IRs and 42 social clubs

(private membership, slots room on premise, at

least two other recreational facilities required)

• Government recently renewed licenses and

exclusivity until 2030 with 1800 additional EGMs

Population 6 million

Area 720 km2

Gaming venues 44

Total EGMs 4,612

EGM caps

Casinos: (see footnote)1

Clubs: 15 “fruit machines”

per venue (previously 30)

Singapore

North America Market

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Class III Class II

Class 3 Overview – Slots

• Spinning Reels determined by random number generator

• As you know gaming in Australia

Key drivers▪ Regional markets▪ Feeder states or city economies▪ Slot manufacturers revenues are driven by casinos’

budget allocation

Key trends▪ 80-90% of revenues comes from slots▪ New casino openings continue ▪ Consolidation or opertaors

Outlook▪ 40 states have some form of commercial or tribal

gaming▪ Modest future growth

Competitive dynamics▪ Competition in product sale is increasing, ▪ Pricing is competitive ▪ Gaming operations remains robust

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Founded in 1991, Video Gaming Technologies, Inc. (VGT) is a leading developer, manufacturer and distributor of Class II (Native American bingo-based gaming) casino games in North America. With over 20,000 terminals in more than 140 locations across the U.S.,

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Digital Overview

Based in London, Product Madness burst into life in 2007 offering digital social casino games. Featuring popular Aristocrat content, Product Madness has some of the top performing social casino apps in the world

Lightning Link Casino FA FA FA Gold Casino Heart of Vegas Casino Cashman Casino

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Founded in 2002, Big Fish has grown to boast a diversified portfolio of games across three key digital game segments: Social Casino, Social Gaming and Premium Paid games

Plarium is dedicated to creating outstanding mobile and social experiences for hardcore and casual gamers worldwide.

With over 290 million registered users, we’re proud to be consistently ranked among the world’s top hardcore game developers.

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Questions

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