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Aristocrat Leisure Ltd
XMUN:AC8

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Aristocrat Leisure Ltd Logo
Aristocrat Leisure Ltd
XMUN:AC8
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Price: 31.8 EUR Market Closed
Market Cap: €20.1B

Aristocrat Leisure Ltd
Investor Relations

Aristocrat Leisure is a global gambling technology company best known for making slot machines and casino management systems. It designs and sells gaming cabinets, game software, and related hardware to casinos and other gambling venues, and it also offers digital casino-style games on mobile and social platforms. Its products sit in the middle of the gaming value chain: it supplies the machines and software that casinos use to keep players engaged. The company makes money in a few ways. It earns cash when casinos buy or lease gaming machines, when operators pay for game content and system services, and when players spend money inside its digital games. Its main customers are commercial and tribal casinos, gaming operators, and online game players through its digital businesses. What sets Aristocrat apart is the mix of physical casino equipment and recurring software-driven revenue. In the casino market, it does more than sell machines; it also supplies the game content and systems that keep those machines running and refreshed. In digital games, it uses free-to-play titles to generate ongoing spending from players, giving the company both traditional gaming exposure and a consumer software business.

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Last Earnings Call
Fiscal Period
Q2 2026
Call Date
May 13, 2026
AI Summary
Q2 2026

Strong half: Aristocrat said first-half FY 2026 was another period of clear progress, with group revenue up 6% and NPATA up 8% in reported currency, supported by market-share gains across all key segments.

Gaming strength: Gaming was the standout, with revenue up 12% and profit up 10% in constant currency, driven by North American outright sales, continued gaming operations momentum, and strong demand for The Baron cabinet.

Interactive catch-up story: Management acknowledged Interactive is behind where it wanted to be on the USD 1 billion FY 2029 target, but said new leadership, iLottery launches, Lightning Link, and added platform capabilities are building momentum.

Capital returns: Aristocrat accelerated buybacks, bought back almost USD 680 million of stock in the half, and announced a further USD 1 billion increase to its on-market buyback program, taking total authorization to USD 2.5 billion.

Cost and AI: The company reiterated its plan to deliver about USD 100 million of annualized savings in FY 2027 and said AI is already improving creativity, speed to market, and analytics across the business.

Outlook steady: Management kept full-year NPATA growth guidance for FY 2026 on a constant currency basis and now expects gaming operations net unit growth at the upper end of the 4,000 to 5,000 range.

Key Financials
Revenue
6%
NPATA
close to $800 million
EPSA
19%
Revenue
6%
Segment profit
7%
D&D expense
$407 million
Effective tax rate
27%
Dividend
$0.50 per share
Payout ratio
38.8%
Gaming revenue
12%
Gaming profit
10%
North America unit sales
15%
Average selling price
6%
Ship share
31%
Gaming operations market share
over 43%
Net unit growth target
4,000 to 5,000
Product Madness revenue
5%
Product Madness share gain
240 basis points
Product Madness user acquisition
20% of revenue
Product Madness margin
46.7%
Interactive revenue
11%
iLottery revenue
14%
Content revenue
25%
Market share
3.7%
Interactive margin change
-530 basis points
White label revenue
USD 36 million
Share buybacks
almost $680 million
Buyback authorization
$2.5 billion
Executed buybacks
almost $1.3 billion
Total shareholder returns
$981 million
5-year shareholder returns
$5.1 billion
Cost savings
$100 million
North America margin
56, 57
Market access
94%
Other Earnings Calls
2026
2021

Management

Mr. Trevor J. Croker M.A.I.C.D.
CEO, MD & Director
No Bio Available
Moti Malul
Chief Executive Officer of Aristocrat Interactive
No Bio Available
Mr. Hector Fernandez
CEO of Aristocrat Gaming & President of Americas
No Bio Available
Mr. Andy Hendrickson
Chief Technology Officer
No Bio Available
Mr. James Alvarez
Chief Information Officer
No Bio Available
Ms. Linda Assatoury
Senior Director of Investor Relations
No Bio Available
Ms. Tracey Elkerton
Chief Compliance Officer
No Bio Available
Ms. Anne Tucker
Chief Legal Officer­
No Bio Available
Ms. Christie Roser
Chief People & Culture Officer
No Bio Available
Mr. Joseph Kaminkow
Chief Innovation Officer
No Bio Available

Contacts

Address
NEW SOUTH WALES
North Ryde
Bldg a, Pinnacle, 85 Epping Rd
Contacts
+61290136300.0
www.aristocrat.com
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