Aristocrat Leisure has reported a robust financial performance for the 12 months ending 30 September 2025, driven by solid growth across its diversified global operations and the inclusion of NeoGames for a full financial year.
Group revenue rose 11% to AUD$6.3bn, while normalised net profit after tax and before amortisation of acquired intangibles (NPATA) climbed 12% to AUD$1.6bn.
The supplier attributed the increase to strong operational execution, expanding market share in key regions, and disciplined investment in product and technology. EBITDA grew 16% to AUD$2.6bn, underscoring healthy cash generation and operational efficiency despite higher legal costs and tax expenses.
Chief Executive Officer and Managing Director Trevor Croker said the result reflected Aristocrat's consistent delivery and strategic focus on innovation.
"We achieved double-digit growth across most key metrics, illustrating the strength and resilience of our business model. This year marked a positive transition as we refined our portfolio, divested non-core assets and reinforced our leadership in regulated gaming, mobile entertainment and interactive content," he said.
Aristocrat Gaming led the group's performance, with 9% revenue growth and 7% profit growth on strong Outright Sales in North America and Australia. The segment's installed base expanded by around 4,100 units to 75,225, lifting market share to 43% and maintaining a leading fee per day of US$53.23.
In Australia and New Zealand, ship share rose to 52% in the second half, driven by the successful launch of the Baron Upright™ cabinet and robust product performance.
Product Madness, the Group's social gaming arm, sustained its dominance in the Social Slots market, holding a 21% global market share. Bookings increased 2% to US$1.2bn, with 5% growth in Social Casino offsetting weaker Social Casual titles.
Direct-to-Consumer (DTC) revenue rose to 16% of total Social Casino sales, while margins improved 380 basis points to 44.7%, reflecting ongoing efficiency gains.
Aristocrat Interactive, encompassing iLottery and iGaming, posted strong results aided by the integration of NeoGames. The segment reported organic growth in iLottery and expanded iCasino content reach, achieving 3.5% US market share and approximately 92% market access. The business launched 74 new games during the year and secured major turnkey contracts in North Carolina and Virginia, consolidating its US leadership in digital lottery operations.
Aristocrat maintained a strong balance sheet, closing FY25 with net debt of AUD$423m and liquidity of AUD$2bn. Free cash flow generation remained solid, enabling AUD$1.4bn to be returned to shareholders through dividends and share buy-backs.
The Board declared a final unfranked dividend of 49 cents per share, bringing total FY25 dividends to 93 cents per share, up 19% year-on-year.
Croker said Aristocrat's capital strategy remained disciplined. "We continue to balance growth investment with shareholder returns. Our focus is to fund innovation and M&A opportunities while maintaining flexibility in our balance sheet," he said.
The group continued advancing its sustainability agenda, with emphasis on Empowering Safer Play, responsible gaming initiatives and readiness for mandatory climate reporting requirements. Aristocrat also reaffirmed its long-term target to achieve further emissions reduction and sustainability maturity across operations.
Looking forward, Aristocrat expects continued NPATA growth in FY26 on a constant currency basis. Growth will be underpinned by ongoing market share gains from Aristocrat Gaming, expanding DTC revenues at Product Madness, and accelerated scaling of Aristocrat Interactive toward its FY29 US$1bn revenue target.
The group completed its AUD$1.85bn buy-back programme and initiated a new up to AUD$750m plan in February 2025
