Aristocrat Leisure Limited reported a sturdy monetary efficiency for the primary half of fiscal yr 2025, with group income rising 8.7% year-on-year to AU$3.03 billion (US$1.96 billion). The improve was pushed by energy within the firm’s land-based gaming operations, the continued momentum of its Product Madness social on line casino phase, and substantial positive factors in its Interactive division, powered partly by the mixing of NeoGames.
Gaming operations lead in North America, however lag elsewhere:
On a normalised foundation—excluding important objects and discontinued operations—web revenue after tax and earlier than amortisation of acquired intangibles (NPATA) grew 5.6% to AU$732.6 million. EBITDA climbed 12.8% to AU$1.25 billion, increasing the EBITDA margin to 41.1%, up from 39.7% within the prior corresponding interval. Despite this, reported NPATA declined 15.1% as a consequence of elevated authorized bills, the next efficient tax fee, and decrease curiosity earnings.
Aristocrat’s CEO and Managing Director Trevor Croker acknowledged within the official income report (pdf), “This was a positive result, illustrating the quality of Aristocrat’s portfolio and ability to grow through different operating environments while also investing for the future.”
Aristocrat Gaming continued to broaden its put in base in North America, including roughly 2,500 new Class III Premium and Class II models and surpassing 73,600 whole models. This pushed the area’s market share above 42% and improved revenue margins by 130 foundation factors to 58.1%. However, Outright Sales declined 5% within the area, primarily as a consequence of delays tied to the upcoming launch of the Baron Portrait cupboard anticipated later in 2025.
Conversely, revenues outdoors North America fell 9% as a consequence of weaker unit gross sales and decrease common promoting costs, notably in Australia and New Zealand (ANZ), the place aggressive pressures and purchaser anticipation of latest product releases impacted gross sales. Profits in the remainder of the world dropped 20%, with margins shrinking by 550 foundation factors.
Despite these setbacks, Aristocrat retained its place as the top-performing provider within the U.S., with 20 of the highest 25 premium leased video games and portfolio efficiency registering 1.4x the ground common, in accordance with Eilers’ information.
Social on line casino and interactive drive digital growth:
The Product Madness division, now Aristocrat’s core social gaming arm following the sale of Plarium, noticed a 2% improve in bookings to US$570 million and delivered a 310 foundation level rise in margin to 42.9%. Direct-to-consumer income grew to symbolize 13% of Social Casino earnings, and the phase outpaced the broader Social Slots market, which declined by 6% through the interval.
Meanwhile, Aristocrat Interactive recorded a 141% income surge to AU$263.6 million, reflecting the full-period inclusion of NeoGames. Profit on this phase greater than tripled to AU$113.6 million, pushed by development in iLottery—notably by way of the NeoPollard Interactive (NPI) three way partnership—and expanded content material distribution by over 150 operators throughout 175 jurisdictions.
The firm returned AU$533 million to shareholders by dividends and buybacks, finishing a AU$1.85 billion repurchase program and initiating a brand new AU$750 million on-market buyback slated by February 2026. Net debt stood at AU$425 million with AU$2.2 billion in out there liquidity.
An interim dividend of 44 cents per share was declared, up 22% year-over-year, payable on July 1, 2025. Investment in design and improvement (D&D) remained robust, at 13.3% of whole income, underpinning Aristocrat’s continued push for innovation.
Looking forward, Aristocrat reaffirmed its expectation of full-year NPATA development and signaled stronger efficiency within the second half of FY25, pushed by the rollout of latest merchandise and continued digital growth. The firm additionally stays dedicated to reaching its FY29 goal of US$1 billion in Interactive income.
“We continue to actively pursue strategic M&A opportunities, in a disciplined and consistent manner,” Croker added. “We expect an acceleration in operating momentum in the second half of the year as we capitalise on product rollout and technology initiatives across our portfolio.”
