Sun International (SUI) investor relations material

Strategic Vision and Value Creation Plan

• Launched a five-year Value Creation Plan focused on digital leadership, omnichannel scale, and operational excellence, aiming to be a digitally led, market-leading, omnichannel gaming company of scale.

• Four value levers: aggressive online market share growth, stabilizing and growing land-based casinos, expanding Sun Slots, and optimizing hospitality assets.

• Six strategic initiatives: customer-centric product growth, loyalty program revamp, fit-for-purpose technology, people evolution, operational excellence, and disciplined capital allocation.

• Strengthened leadership team with world-class talent in technology, operations, and product, and an emphasis on agile, accountable, and efficient organizational culture.

• Long-term economic goals include revenue growth, margin expansion, and improved ROIC.

Market Trends and Regulatory Environment

• Digital engagement and experience economy are driving growth in both online and land-based gaming, with 27 million South Africans active on social media.

• Sports and events markets are growing at 10% per annum, expected to surpass $10bn by 2033.

• Regulatory change is expected; proactive industry engagement and unified voice through the new Betting Industry Council.

• Lessons from mature markets highlight the need for balanced, proportionate regulation to maintain high channelization and avoid illegal market growth.

• Tax and advertising restrictions are manageable if applied evenly; adaptability and scale are key to absorbing regulatory shifts.

Technology and Product Strategy

• Technology investment is central, with a scalable, resilient architecture and unified wallet/loyalty system across channels.

• Product-led growth prioritized: frictionless customer journeys, personalized engagement, and responsible gaming tools.

• Omnichannel integration enables seamless movement between digital and physical experiences.

• AI and automation drive efficiency, personalization, and operational leverage.

• Annual IT capex investment of R200–R250m supports scalable growth and operational resilience.