Aristocrat delivers strong FY26 result, with 13%¹EPSA growth; Exceptional execution supporting momentum into FY27

SYDNEY, Nov. 11, 2026 /PRNewswire/ --

Key Highlights

• Revenue growth of 4% in constant currency, driven by product leadership and market share gains in key markets, supporting underlying business momentum.
• Normalised NPATA grew 10% in constant currency, reflecting consistent execution of our long-term growth strategy, while continuing to invest in talent, technology and product.
• Aristocrat Gaming continued to deliver market share gains, driven by exceptional growth in the Gaming Operations installed base and Outright Sales in key markets, underpinned by the breadth and strength of the portfolio.
• Product Madness Social Casino continued to outperform the market, supported by increased Direct to Consumer conversion and effective investment in User Acquisition.
• Aristocrat Interactive delivered strong performances in Content and iLottery, with meaningful contributions from the release of the Lightning Link^TM brand in Content and iLottery launches in July.
• Continued execution of the capital management strategy, with approximately $1.9 billion in cash returned to shareholders through dividends and on-market share buy-backs.

Aristocrat Leisure Limited (ASX: ALL) today announced its financial results for the year ended 30 September 2026.

Aristocrat's Chief Executive Officer and Managing Director, Trevor Croker, said "Aristocrat delivered a high-quality result driven by our leading content and exceptional execution, resulting in market share gains across key segments and channels. Second half product launches across Gaming and Interactive are providing clear momentum into FY27, while Product Madness continues to deliver growth in a declining market.

"Our strong earnings performance reflected revenue growth (in constant currency) across our portfolio, and a continued focus on efficiency and operating leverage across the enterprise. At the same time, we maintained a balanced approach to capital allocation, returning capital to shareholders while investing strategically to strengthen our long-term growth and resilience. Overall, this result once again highlights our ability to deliver sustainable shareholder returns.

"Aristocrat continues to attract first-class talent, lifting capability and driving change in response to evolving strategic needs and opportunities. Over the year we added new members to Aristocrat's executive team, bringing decades of commercial and operational management experience and deep AI expertise, strengthening our proven team.

"We enter FY27 with considerable momentum across the business and are fully focused on capturing the significant opportunities in front of us. We are focused on profitable growth, achieving operating leverage as we scale, and remain committed to a disciplined capital management framework that balances strategic investment with meaningful shareholder returns," Mr Croker concluded.

The Directors have authorised a final unfranked dividend of 51.0 cents per share ($302 million¹) for the half year ended 30 September 2026. The record and payment dates for the dividend are 26 November and 8 December 2026, respectively. Total dividends for the 2026 financial year represent 101 cents per share ($603 million), an increase of 9% compared to the prior corresponding period.

Operational Highlights

Aristocrat's portfolio of scaled, world-class assets across Aristocrat Gaming, Product Madness and Aristocrat Interactive delivered a high-quality result over the twelve months to 30 September 2026, demonstrating the strength, competitiveness and diversification of our portfolio, and solid fundamentals in the markets in which we operate.

Aristocrat Gaming:

Aristocrat Gaming delivered impressive growth driven by exceptional execution and share gains in North American and Australian Outright Sales, alongside continued momentum in Gaming Operations, with the installed base expanding by ~6,500 units and market share reaching 39%². This performance highlights the depth and strength of Aristocrat's industry-leading portfolio. Profit margin expansion reflected strong operating leverage and cabinet mix.

Product Madness:

Product Madness delivered a resilient performance with Social Casino revenue increasing 2% in a declining market¹, and maintained its leadership position, with market share increasing to 24%¹. Social Casino profit margin expanded 2.1 pts, primarily reflecting the continued migration to Direct to Consumer channels, partially offset by efficient User Acquisition investment. Direct to Consumer increased to 27% of Social Casino revenue, with the second half reaching 30%.

Aristocrat Interactive:

Aristocrat Interactive delivered strong revenue growth, led by Content and iLottery, partially offset by Platforms. Content growth was supported by new launches with major operators including the successful launch of the Lightning Link^TM brand, while iLottery benefited from continued strong performance across North America, including the launches of Massachusetts and Michigan later in the year. Profit margin declined to 27%, reflecting the strategic decision to exit the White Label business and acquisition-related investments, partly offset by a favourable mix contribution from iLottery and Content.

Outlook²                                                                         

Aristocrat expects to deliver NPATA growth over the full year to 30 September 2027 on a constant currency basis, reflecting:

• Momentum into FY27, with continued revenue and market share growth from Aristocrat Gaming;
• Continued market share growth from Product Madness, with an increasing contribution from DTC; and
• Accelerating performance at Aristocrat Interactive toward our FY29 US$1 billion revenue target³ through further scaling of Content and investing in iLottery.

Authorised for lodgement by: Emma Leske, Company Secretary

Aristocrat Leisure Limited (ASX: ALL) is a global entertainment and gaming content creation company powered by technology. Our reporting segments span regulated land-based gaming (Aristocrat Gaming), Social Casino (Product Madness) and regulated online real money gaming (Aristocrat Interactive). Aristocrat offers a diverse range of products and services including electronic gaming machines, casino management systems, online real money games, including iLottery, and free-to-play mobile games, that serve customers and entertain millions of players worldwide every day. Our team of ~7,000 people across the globe is united by our company mission to bring joy to life through the power of play. For more information: www.aristocrat.com 

SOURCE Aristocrat Technologies, Inc.