Sun International (SUI) investor relations material

Strategic Vision and Value Creation Plan

• Aims to be a digitally led, market-leading, omnichannel gaming company of scale, leveraging both physical assets and a growing online business.

• Four value levers: aggressive online market share gains, resetting land-based casino trajectory, unlocking growth in Sun Slots/LPM, and optimizing the hospitality portfolio.

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

• Emphasis on responsible gambling and robust regulatory engagement, including founding a new industry council for unified advocacy.

• Strengthened leadership team with deep industry expertise to drive execution.

Market Trends and Regulatory Environment

• Digitalization and experience economy trends are driving growth in both online and land-based segments, with online betting expected to double by 2030.

• Digital engagement is high, with 27 million South Africans active on social media, supporting online growth.

• Regulatory changes are anticipated, with a focus on balanced, predictable frameworks to ensure competitiveness and high channelization rates.

• International insights highlight the need for proportionate regulation, effective enforcement, and industry collaboration to avoid black market growth.

• South Africa’s regulatory evolution is expected to be gradual, with ongoing engagement between industry and government.

Technology and Product Leadership

• Technology investment is central, with a scalable, resilient architecture and unified wallet/loyalty system enabling seamless omnichannel experiences.

• Product-led growth is prioritized, with upgrades to Sunbet’s customer journey, enhanced personalization, and responsible gaming tools.

• Group-wide technology platforms are being built for reuse across business units, driving efficiency and faster rollout of new features.

• AI and automation are being adopted for decision support, efficiency, and responsible gaming monitoring.

• Focus on owning core platforms, customer experience, and data layers for differentiation and agility.