Aristocrat Leisure Reports US$1.02 Billion NPATA for Year Ended September 30

Aristocrat Leisure Ltd posted net profit after tax and before amortisation of acquired intangibles from continuing operations of AUD1.49 billion (US$1.02 billion). The figure reflects a 13.6 percent year-on-year increase, or 22.3 percent on a constant-currency basis. The Australia-listed supplier released the results in an Australian Securities Exchange filing.

Statutory profit after tax from continuing operations rose 15.2 percent to AUD1.36 billion. Revenue from continuing operations fell 3.2 percent to AUD6.09 billion. Normalised EBITDA from continuing operations stayed flat at just under AUD2.64 billion.

The board authorised a final unfranked dividend of AUD0.51 per share, lifting the full-year dividend to AUD1.01 per share, an 8.6 percent increase. Payment occurs on December 8. Net debt reached AUD1.13 billion at September 30, up from AUD423.3 million a year earlier and equal to 0.4 times EBITDA.

Segment Performance

Aristocrat Gaming revenue grew 1.5 percent to AUD4.02 billion, with segment profit up 2.2 percent to AUD2.21 billion. The North American installed base expanded to nearly 82,000 units for a 39 percent market share. Rest-of-world revenue rose 3.7 percent to AUD844.2 million and segment profit increased 10.3 percent to AUD379.0 million.

Product Madness social casino revenue advanced 2.2 percent to US$1.08 billion while segment profit gained 7.0 percent to US$521.4 million. Aristocrat Interactive revenue, including joint-venture share, rose 3.4 percent to US$457.2 million; segment profit declined 6.2 percent to US$122.6 million due to the white-label exit and acquisition investment.

Leadership Transition and Outlook

Trevor Croker, Aristocrat’s chief executive and managing director, intends to retire in April 2027. The board named Dafne Guisard as CEO-elect, subject to regulatory pre-approvals. Croker said in prepared remarks that the company “delivered a high-quality result driven by our leading content and exceptional execution, resulting in market share gains across key segments and channels”. He added that second-half launches supply momentum into financial year 2027.

The supplier expects NPATA to grow in constant-currency terms for the year to September 30, 2027, supported by market-share gains in gaming and Product Madness plus expansion in online gaming content and iLottery.