HY26 Media Release and Buy-Back Increase
| Stock | Aristocrat Leisure Ltd (ALL.ASX) |
|---|---|
| Release Time | 13 May 2026, 8:20 a.m. |
| Price Sensitive | Yes |
Aristocrat Leisure delivers strong first half results
- Revenue growth of 6% in constant currency
- Normalised NPATA grew 8% to $794 million
- Aristocrat Gaming continued to deliver market share gains
Aristocrat Leisure Limited (ASX: ALL) today announced its financial results for the six months ended 31 March 2026. The company delivered a strong first half, with clear progress across the business and market share gains in key segments. Revenue grew 6% in constant currency, driven by market share gains in key markets and underlying business momentum. Normalised NPATA grew 8% to $794 million, or 16% in constant currency, reflecting ongoing execution of the company's long-term growth strategy, while continuing to invest in market-leading talent, technology and product. Aristocrat Gaming continued to deliver market share gains led by exceptional performance in North American and Australian Outright Sales and continued expansion of the Gaming Operations installed base, supported by the depth and strength of the portfolio. Product Madness' Social Casino franchises continued to outperform the market, and Aristocrat Interactive's revenue growth was driven by strong performance in iLottery and Content. The company also continued to execute its capital management strategy, with $981 million in cash returned to shareholders through dividends and on-market share buy-backs, and announcing an on-market share buy-back program increase of $1 billion (up to $2.5 billion in aggregate) and an extension through to 12 May 2027.
Aristocrat expects to deliver NPATA growth over the full year to 30 September 2026 on a constant currency basis, reflecting continued revenue and market share growth from Aristocrat Gaming, continued market share growth from Product Madness, and accelerating performance at Aristocrat Interactive toward the FY29 US$1 billion Revenue Target.
Looking ahead, Aristocrat is well-positioned for the full-year and to capture the strategic opportunities in front of it. The company's operating model is driving greater efficiency and scale, and it is increasingly leveraging AI to enhance its strategic advantages and transform its processes. Aristocrat remains committed to its capital management strategy and its on-market share buy-back program.