Global gaming equipment manufacturer IGT International Game Technology Plc (IGT) and Scientific Games Corp must brace for headwinds as a result of the political developments in Italy.

GGRAsia reported that the two gaming companies must brace themselves for the volatility that the proposed extension of an Italian government-issued lottery scratch-card concessions entails.

Equity research firm Telsey Advisory Group LLC said in its Wednesday’s note that the cash flow of IGT and Scientific Games, which both have respective stakes in the lottery, will be affected should Italy decide to bring forward the date of the concession fee.

Telsey estimated the concession fee to be around €800 million (US$944 million).