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Added to YB: 2025-05-22

Pitch date: 2025-05-20

LTMC.MI [neutral]

Lottomatica Group S.p.A.

+1.56%

current return

Author Info

No bio for this author

Company Info

Lottomatica Group S.p.A., together with its subsidiaries, operates in the gaming market in Italy. The company operates through Online, Sports Franchise, and Gaming Franchise segments.

Market Cap

EUR 5.9B

Pitch Price

EUR 23.08

Price Target

N/A

Dividend

1.29%

Sector

Hotels, Restaurants and Leisure

Category

growth

Show full summary:
Meditation Capital Portfolio Holding: Lottomatica Group

LTMC.MI (holding update): #1 Italian gambling operator with 31% online/30-40% offline share. Online penetration growing (26% casino→50-60%), 2.6x EBITDA margins vs offline. 7% topline but teens EBITDA/FCF growth. Strong tech platform drives market share gains vs Flutter. Low liquidity improving as Apollo sells down. Low 20s IRR, stable regulation.