Aristocrat FY2026 revenue falls 3.2% despite stronger gaming performance

Aristocrat Leisure has reported revenue of AU$6.09bn for the financial year ended 30 September 2026, representing a 3.2% decline in reported currency despite growth across its gaming businesses.

On a constant currency basis, revenue increased 3.8%, reflecting stronger underlying performance across the group's operations. 

Reported profit after tax from continuing operations rose 15.2% to AU$1.36bn, while normalised net profit after tax and amortisation (NPATA) increased 1.8% to AU$1.58bn.

Normalised earnings before interest, tax and amortisation (EBITA) remained largely unchanged at AU$2.24bn, although the EBITA margin improved to 36.7% from 35.5%.

Aristocrat Gaming remained the largest contributor, generating AU$4.02bn in revenue, up 1.5% year-on-year. Segment profit increased 2.2% to AU$2.21bn.

Growth was supported by stronger outright gaming machine sales in North America and Australia, alongside an expansion of approximately 6,500 units in its gaming operations installed base. 

Meanwhile, Product Madness recorded a 2.2% increase in social casino revenue to US$1.08bn, with profit rising 7% to US$521.4m.

Its direct-to-consumer channel accounted for 27% of annual social casino revenue, increasing to 30% during the second half.

Aristocrat Interactive generated US$457.2m in total revenue, including its share of joint venture revenue, up 3.4%. However, segment profit declined 6.2% to US$122.6m.

The division benefited from gaming content launches and iLottery expansion, although its exit from the White Label business and acquisition-related investments affected profitability. 

Looking ahead, Aristocrat expects further constant currency NPATA growth in FY2027, supported by gaming market share gains and expansion across its digital businesses.

The company is also targeting US$1bn in annual Aristocrat Interactive revenue by FY2029, including its share of joint venture revenue.