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Aristocrat Leisure (ALL) investor relations material
Aristocrat Leisure H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary11 Nov, 2025
Executive summary
Achieved double-digit growth across all key metrics for FY 2025, including 15% EPSA growth and 11% revenue increase, with strong second-half performance and market share gains in every market entered.
Completed divestitures of Plarium and Big Fish Games, focusing mobile operations on Social Casino from FY 2026.
Strategic investments in technology, talent, and product innovation underpin long-term growth and operational resilience.
$1.4bn was returned to shareholders via dividends and share buy-backs.
Successful integration of NeoGames contributed to Interactive segment growth.
Financial highlights
Group revenue increased 11% to AUD 6.3 billion, segment profit up 12%, and MPADA/NPATA up 12% to AUD 1.6 billion year-over-year.
EPSA rose 15% to 24.7%; EBITDA grew 16% to $2.63bn with margin expansion to 41.7%.
Final unfranked dividend of AUD 0.49 per share, full-year dividend up 19% to AUD 0.93 per share.
Operating cash flow increased 9.5% to $1.93bn, supporting continued investment and shareholder returns.
Net debt to EBITDA at 0.2x, reflecting strong cash generation and balance sheet strength.
Outlook and guidance
Expects continued MPADA/NPATA growth for FY 2026 on a constant currency basis, with performance weighted to the second half.
Interactive segment targeting AUD 1 billion/US$1bn revenue by FY 2029, with investments in iLottery and content scaling.
D&D investment to grow mid-single digits in FY 2026, shifting guidance to growth expectations rather than percentage of revenue.
Product Madness UA spend projected at 18–21% of revenue.
What drives the 6-month Lightning Link digital delay?
What sustains 4-5k gaming ops net adds beyond FY26?
Prioritize M&A targets given low leverage
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Next Aristocrat Leisure earnings date
Status Update2 Dec, 2025
Next Aristocrat Leisure earnings date
Status Update2 Dec, 2025
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Frequently asked questions
Aristocrat Leisure Limited designs and manufactures gaming systems. The company also distributes games to the licensed gaming markets in Australia and New Zealand, as well as export and online sales through direct sales force and representatives. Its products include electronic gaming machines; progressive jackpots; mobile games; digital social gaming apps for iPhone, iPad, Android tablets and smartphones, Mac, Kindle and other digital devices from app stores; game designs; linked wide area progressives; slot management systems and casino management systems. The company was incorporated in 1984 and is headquartered in North Ryde, Australia.
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