• Focused on investing and innovating to create world's greatest gaming content
• Growing and distributing content across existing and priority adjacent markets
• Investing in differentiating enablers to achieve and accelerate strategy delivery
• Completed strategic review, selling Plarium and restructuring Big Fish Games

The CEO of Aristocrat Leisure Ltd provided an overview of the company's growth strategy, which focuses on investing and innovating to create the world's greatest gaming content, growing and distributing content across existing and priority adjacent markets, and investing in differentiating enablers to achieve and accelerate strategy delivery. The CEO highlighted the company's strong financial performance in FY24, with revenue growth of 5% and EBITDA margin expansion to 37.4%. The CEO outlined several future growth opportunities, including continued expansion in strategic adjacencies across North America, taking share in established markets, and the significant opportunity in online real money gaming (RMG) through the company's Aristocrat Interactive division. The CEO also discussed the completion of the strategic review, which resulted in the sale of Plarium and the restructuring of Big Fish Games, allowing the company to deepen its focus on its core strengths in regulated gaming and gaming-themed content. The CEO provided an update on year-to-date trading, noting solid performance across the business, including firm demand for innovative premium leased products, resilient and growing gross gaming revenues in most markets, and encouraging progress in the company's Interactive division. The CEO also highlighted ongoing cost optimization efforts and steps to mitigate the impact of tariffs. The CEO expressed confidence in the company's ability to execute on its growth opportunities and deliver value for shareholders.

The company expects to continue benefiting from its cost optimization efforts in FY25 and sees cost management as part of its ongoing business operations. The company will also take steps to mitigate the impact of tariffs wherever possible.

The company is pleased with the overall Group performance in the current financial year, which is tracking broadly in line with its plans. The company anticipates a sequential improvement in fee per day in North American Gaming Operations over the second half of fiscal 2025, while maintaining market-leading fee per day performance and continuing to take share. The company is also encouraged by the enthusiasm and execution at its Interactive division, which has large and growing addressable markets, and several new contracts were announced across iLottery, iGaming and the Platforms business in the quarter. The company believes it is well positioned to compete for opportunities as new iLottery markets emerge.