Aristocrat Leisure (ALL) Investor update summary

Strategic Focus and Growth Opportunities

• The group is aligned around a long-term strategy to deliver superior shareholder returns, leveraging five strategic advantages, content leadership, and a strong financial track record.

• AI is deployed to strengthen differentiators, accelerate content creation, and drive efficiency across the business.

• The business operates across three complementary verticals—land-based gaming, social casino (Product Madness), and interactive—with each segment offering significant growth potential and resilience.

• Disciplined capital allocation and operating leverage remain central, with ongoing cost optimization targeting AUD 100 million in annualized savings by FY 2027.

• The One Aristocrat operating model and multi-channel distribution enhance coordination, efficiency, and global scale, supporting growth and margin expansion.

Market Performance and Outlook

• NPAT and NPATA growth are forecast for FY26, with confidence in continued outperformance and market share gains across all segments.

• Land-based gaming leads revenue and profit, with strong positions in North America, Europe, ANZ, and Asia, and ongoing share gains.

• Product Madness maintains global leadership in Social Slots with 24% market share, consistent outperformance, and increasing direct-to-consumer contributions.

• Interactive is accelerating toward a US$1 billion revenue target by FY29, scaling proven land-based brands online and expanding iLottery contracts.

• Recurring revenue now exceeds 70% of group revenue, supporting strong cash flow and reinvestment capacity.

Technology and AI Integration

• AI is embedded across creative, engineering, and analytics workflows, driving productivity, faster speed to market, and enhanced player experiences.

• AI-driven automation has reduced game porting times by up to 75% and increased creative output without additional headcount.

• AI-powered insights optimize content performance, player engagement, and customer operations, with Gaming Analytics providing real-time recommendations.

• AI governance and risk management are prioritized, with formal structures to protect IP and data privacy.