Key highlights

  • Jumbo reported FY26 underlying Group EBITDA of $85.2 million, up 25%, in its 27 August 2026 release.
  • Australian underlying EBITDA fell 10.1% to $55.0 million as large jackpots were subdued.
  • The acquisitions of Dream Car Giveaways in the UK and Dream Giveaway in the US marked its move into international B2C markets.

On 21 October 2026, Jumbo Interactive Ltd (ASX:JIN) finished the session at $5.90, down 0.51%. The S&P/ASX 200 Consumer Discretionary [XDJ] ended at 3,741.90 (+0.34%, +12.50 points), the S&P/ASX 200 [XJO] at 8,831.30 (+0.16%) and the All Ordinaries at 8,956.60 (+0.14%) at 5:00 pm GMT+11. Jumbo Interactive is an Australian online lottery retailer and software provider.

What Jumbo does

Jumbo Interactive Limited sells lottery tickets online through Oz Lotteries, provides lottery software as a service to charities and lotteries, and offers managed services internationally. It acquired the Dream Car Giveaways prize draw Business in the UK and Dream Giveaway in the US.

FY26 results

In an ASX announcement dated 27 August 2026, Jumbo reported underlying Group EBITDA of $85.2 million, up 25% from $68.3 million, and said it was the highest EBITDA in its history. Australian underlying EBITDA was $55.0 million, down 10.1%, with a Margin of 47.7%, within its 46–50% guidance range. Managed Services underlying EBITDA rose 18.1% to $8.4 million.

Australian lottery Retailing and SaaS

The company said large jackpots were more subdued, with 23 Powerball and Oz Lotto jackpots of $30 million or more, compared with 31, and no jackpot of $100 million or more compared with four. Lottery Retailing TTV fell 8.2%, with Revenue down 4.2% and a revenue margin of 24.7%. SaaS TTV rose 15.1%, and excluding Lotterywest TTV was up 18.6% with revenue up 20.1%.

Sector context

Consumer discretionary companies depend on household spending, travel, leisure and housing activity, and they are tracked through the S&P/ASX 200 Consumer Discretionary index, which closed at 3,741.90, up 0.34%, on 21 October 2026 alongside a 0.16% rise in the S&P/ASX 200 to 8,831.30. Online lottery retailing depends on jackpot sizes, which vary from year to year.

Risks and uncertainties

Australian EBITDA declined with the lower jackpot environment, and the new UK and US businesses are recent acquisitions whose integration and regulation carry risk. The release also contains a Brightstar update, which this article does not cover in detail.

Catalysts to watch

Items to watch include jackpot frequency, performance of the international prize draw businesses, Managed Services growth and the half-year result.

Closing perspective

Jumbo’s 27 August 2026 release recorded record EBITDA from acquisitions and Managed Services against a subdued jackpot period. The next result will show how the international businesses develop.