Jumbo Interactive Limited — Cyborg Score 7/10

Strong
Digital Lotteries & Gambling Services

Strategic Profile

A pure play digital lottery specialist with best-in-class lottery software and digital marketing expertise, operating a capital-light business model with a strong balance sheet, with growth underpinned by a structural shift to digital lotteries. The company has diversified its earnings mix by acquiring prize draw platforms in the UK and US in 2025.

Cyborg Score Rationale

Returns on equity of 33.92% and return on invested capital of 83.87% demonstrate strong operational efficiency. Recent 29% revenue growth and upgraded FY26 guidance signal positive momentum. However, regulatory pressures and shifts toward in-house lottery distribution may undermine revenue growth, while aging customer demographics and increased competition could constrain future market potential.

Top Insights

  • Recent annual revenue of AUD 147.10 million with AUD 40.18 million in profits.
  • Strong financial position with current ratio of 2.37 and low debt-to-equity ratio of 0.12.
  • Company historically pays two fully franked dividends yearly, typically in March and September.
  • Operations across three segments: Lottery Retailing, Software-as-a-Service, and Managed Services.

Named Competitors

  • Lottery Retailing & Ticketing — Government and charity lotteries distributed in-house
  • International Prize Draw Platforms — Prize draw and raffle management solutions

Recent Developments

  • (February 2026) 29% revenue growth reported with upgraded FY26 guidance
  • (2025) Acquisitions of prize draw platforms in UK and US to diversify earnings
  • (Ongoing) Strategic digital transformation in key markets to enhance revenue and margins

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