2026 AGM CEO's address and outlook
| Stock | Aristocrat Leisure Ltd (ALL.ASX) |
|---|---|
| Release Time | 19 Feb 2026, 8:33 a.m. |
| Price Sensitive | Yes |
Aristocrat Leisure CEO outlines 2026 outlook
- Revenue of $6.3B in FY25, up 11% with EBITDA margin of 41.7%
- Focused on growth opportunities across Gaming, Social Casino, and Interactive
- Investing in technology and AI to drive innovation and efficiency
Aristocrat Leisure's CEO delivered an address at the company's 2026 Annual General Meeting, highlighting the strong financial results achieved in FY25 and outlining the growth opportunities and strategic priorities for the year ahead. The company reported revenue of $6.3 billion in FY25, an 11% increase over the prior year, driven by organic growth, market share gains, and the inclusion of NeoGames for the full period. EBITDA margin expanded from 40.1% to 41.7%, reflecting favorable mix and improved operating leverage. The CEO noted that these results were achieved while making important investments in technology and capabilities to drive the company's success into the future. Aristocrat is focused on leveraging its strength in creating slot content across its Gaming, Social Casino, and Interactive divisions. In Gaming, the company sees opportunities to grow market share in established markets and extend its global leadership position, with a strong pipeline of new game releases. In Social Casino, Product Madness is expected to continue delivering growth through share gains and increased direct-to-consumer revenues. In Interactive, the company is scaling its iLottery and content businesses, with the anticipated launch of Lightning Link for Aristocrat Interactive later this year. The CEO also highlighted recent executive appointments that have added new capabilities and industry expertise to the leadership team. Overall, the CEO expressed confidence in Aristocrat's ability to deliver another positive year in FY26, with performance expected to be weighted to the second half of the year.
For FY26, Aristocrat expects: - Net additions of 4,000 - 5,000 units in Gaming Operations, with fee per day increasing over the year- Continued strong momentum in Social Casino, with margin expansion partially offset by increased user acquisition spend- Solid organic growth in iLottery, further content launches, and acquisitions to support the Interactive division's technology platform strategy
Aristocrat remains sharply focused on executing its growth strategy with precision, strengthening the resilience of its business, and enhancing its competitiveness. The company is confident in its ability to deliver the high-quality performance and growth expected by shareholders.