Until 2030, the baseline scenario is evolutionary growth within the provincial model.
The online market will expand due to new provincial licenses, unification of technical requirements (KYC/AML, anti-fraud, monitoring of match fixing) and stricter advertising (age filters, limits, self-exclusion).
The payment part will shift to fast transfers and interoperable-QR, with transparent payments and limits.
Offline will remain the mainstay of large cities and tourist centers (slots/bingozals, individual flagship casinos), and hall modernization will go through electronic tables and demand analytics.
Possible drivers: partial harmonization of rules between provinces, joint jackpots and local content (football/tennis).
Risks: macro volatility and margin pressure due to compliance; opportunities: displacement of "gray" operators, growth of ARPU and partnership with sports/media in the "white" circuit.