HY26 Investor Presentation
| Stock | Aristocrat Leisure Ltd (ALL.ASX) |
|---|---|
| Release Time | 13 May 2026, 8:25 a.m. |
| Price Sensitive | Yes |
Aristocrat Leisure Ltd reports strong HY26 results
- Market share gains delivered and foundations for growth strengthened in HY26
- Interactive momentum building with strong iLottery and Content growth
- Ongoing focus on operating leverage and delivering $100 million of cost savings during FY27
Aristocrat Leisure Ltd reported a strong HY26 result, with revenue growth, margin expansion, and NPATA growth. Revenue grew 6% in constant currency, driven by a complementary portfolio and recurring revenue making up over 70% of the total. Segment profit grew 7%, reflecting revenue growth and disciplined cost management. NPATA increased 16%, with solid operating performance and continued investment for growth. The company delivered market share gains across key segments, including 43% share in North America Gaming Operations, 31% ship share in North America Outright Sales, and 48% ship share in ANZ. The Social Casino business continued to outperform the market, with 5% revenue growth. The Interactive segment saw strong growth in iLottery and Content, partially offset by the strategic exit of the White Label business. The company remains focused on executing its strategy, including driving market share growth, achieving its $1 billion Interactive revenue target by FY29, and expanding EBITA margins through operating leverage and cost savings. Aristocrat returned around $1 billion to shareholders through dividends and on-market share buy-backs in HY26.
Aristocrat expects to deliver NPATA growth over the full year to 30 September 2026 on a constant currency basis.
Aristocrat remains focused on executing its strategy, including driving market share growth, achieving its $1 billion Interactive revenue target by FY29, and expanding EBITA margins through operating leverage and cost savings. The company is confident in its future performance.