Tabcorp Holdings Limited · ASX:TAH

Tabcorp — Morgan Stanley Investor Briefing (April 2006)

7 slides from Tabcorp's conference presentation, Apr 7, 2006

  1. Slide 1: Investor Briefing: Focus on Wagering

    Investor Briefing: Focus on Wagering Morgan Stanley, 7 April 2006 Michael Piggott, Matt Bekier 1

  2. Slide 2: Discussion Topics

    DISCUSSION TOPICS ¾ Unitab/Tattersalls: No comment ¾ TVN dispute: ƒ Good progress of negotiations ƒ Principles of resolution agreed: • One unified wagering channel with all content • One ‘Showcase’ channel ¾ Wagering business update: ƒ Continued pressure on performance ƒ Key reasons include split pi

  3. Slide 3: Annual Turnover ($m)

    Annual Turnover ($m) 7,800 7,850 7,900 7,950 8,000 8,050 8,100 8,150 4/07/04 1/08/04 29/08/04 26/09/04 24/10/04 Split racing picture 21/11/04 19/12/04 16/01/05 13/02/05 13/03/05 10/04/05 Split Picture Commences 8/05/05 5/06/05 3/07/05 31/07/05 28/08/05 Parimutuel Racing Turnover - 12 Month Rolling T

  4. Slide 4: Performance Disaggregation – Parimutuel Racing

    PERFORMANCE DISAGGREGATION – PARIMUTUEL RACING 6.0% 0.7% (3.4%) 5.0% 4.4% 4.0% % Growth 3.0% (0.8%) 2.0% (0.3%) 1.0% (1.4%) (0.8%) 0.0% -1.0% 1st Half FY05 Calendar impacts Split picture Abandonments Smoking bans Other 1st Half FY06 ¾ Calendar impacts – Additional Saturday + favourable holiday perio

  5. Slide 5: Positive Signs in Wagering Business

    POSITIVE SIGNS IN WAGERING BUSINESS ¾ The Sydney Autumn Carnival looks positive with high quality racing over the coming weeks ¾ The enhanced retail agency network in Victoria continues to grow despite the split picture impact. Plans are being developed to follow the same development strategy in NSW

  6. Slide 6: Wagering Migration Update

    WAGERING MIGRATION UPDATE ¾ A major milestone in the wagering system migration project was achieved with the successful release of software on 14 March which provided: - Expanded range of sportsbetting products in Victoria including Multibet - Victorian customers can now use any account to place spo

  7. Slide 7: # TABARET.

    # TABARET. a ~< tab sp®rtsbet Cw StarCity x CONRAD Ss} : TREASURY wrt jupi > ~ % = vy 4 \ Iters gold | convention and rad 7 TOWNSYILLE —— coast | exhibition centre a ¥ . ; ; _ & Tabcorp the bigger better game

Tabcorp Holdings — Morgan Stanley Investor Briefing (April 2006) on 6ix