The Australian gaming technology company posted normalized net profit after tax of AU$1.55 billion ($1.01 billion), while group revenue increased 11% to AU$6.3 billion ($4.11 billion). Earnings per share before amortization grew 15%, reflecting continued profitability and operational efficiency.
EBITDA rose 15.6% to AU$2.63 billion ($1.72 billion), with margins expanding to 41.7%.
Strong Performance Across Core Gaming Operations
Aristocrat’s Gaming division achieved a 9.1% revenue increase to AU$3.96 billion, led by robust sales in North America and Australia. The company’s Rest of World segment, covering Asia and ANZ, grew 11.2% to AU$813.7 million, supported by the successful launch of the Baron Upright cabinet.
The company’s ANZ ship share reached 43% for the full year and 52% in the second half, while its installed base expanded by approximately 4,100 units to 75,225 units. Aristocrat maintained a market-leading daily fee of $53.23.
In the U.S. market, Aristocrat retained its No.1 position with 31% ship share, producing 18 of the Top 25 premium leased games.
“The group delivered strong revenue and EBITDA growth over the year, again benefitting from strong organic growth and an outstanding portfolio of content across the Group. The result reflected Aristocrat’s market leadership and scale, and its focus on efficiency and operating leverage.”
Trevor Croker, Chief Executive Officer and Managing Director
Product Madness and Aristocrat Interactive Drive Digital Growth
The Product Madness social gaming business recorded a 2.1% revenue increase to AU$1.15 billion ($751 million), maintaining a 21% market share in Social Slots. Bookings rose 2% to $1.2 billion, with Social Casino bookings up 5% despite market headwinds, supported by increased direct-to-consumer sales.
Aristocrat Interactive delivered significant growth, surging 53.8% to AU$344.3 million. The segment achieved a 3.5% U.S. iCasino market share by September 2025 and 92% market access, securing new turnkey contracts in North Carolina and Virginia. The performance was driven by NeoGames integration and growth in iLottery and iCasino content.
“We invested significantly in technology and product and took foundational steps that will set up Aristocrat Interactive to accelerate performance, and allow us to fully utilize our content, scale and capabilities.”
Trevor Croker
Capital Management and Portfolio Optimization
Aristocrat returned AU$1.4 billion ($910 million) to shareholders through dividends and buy-backs during the fiscal year. The company declared a final dividend of AU$0.49 per share, up from AU$0.42 a year earlier, bringing the total FY25 dividend to AU$0.93—a 19% annual increase.
The company completed its AU$1.85 billion on-market buy-back program and launched a new AU$750 million buy-back initiative. Net debt stood at AU$423 million, with liquidity of AU$2 billion at year-end.
During the period, Aristocrat completed the divestiture of Plarium and, after the reporting period, sold Big Fish Games. These transactions narrow Product Madness’ focus exclusively to social casino from FY26 onward.
Outlook for FY26
The company expects continued normalized profit after tax and amortization (NPATA) growth in FY26, supported by resilient gaming demand, direct-to-consumer growth in Product Madness, and progress toward Aristocrat Interactive’s FY29 revenue target of $1 billion.
“Looking ahead, we continue to see strong momentum in our business as we align our portfolio to capture the significant strategic opportunities in front of us. FY25 was a period of positive transition as the company aligned its portfolio to refreshed priorities while continuing its long-term growth strategy.”
Trevor Croker
Aristocrat reaffirmed its commitment to its capital management strategy and on-market share buy-back program, while advancing its "Empowering Safer Play" sustainability initiative.
Source: Aristocrat Leisure Ltd
