Aristocrat delivers strong first half result with 19% EPSA constant currency growth and market share gains in key markets

SYDNEY, May 12, 2026 /PRNewswire/ --

Key Highlights

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Aristocrat Leisure Limited (ASX: ALL) today announced its financial results for the six months ended 31 March 2026.

Aristocrat's Chief Executive Officer and Managing Director, Trevor Croker, said "Aristocrat delivered a strong first half, with clear progress across the business and market share gains in key segments. Our earnings growth reflects disciplined execution, strong revenue momentum throughout our portfolio, and a continued focus on efficiency and extracting operating leverage. This result once again highlights our market leadership and scale as fundamental strengths of the business. At the same time, we have maintained a balanced approach to capital allocation, returning capital to shareholders while investing strategically to strengthen our long-term growth and resilience.

"I am also pleased that we continue to attract first-class leadership talent to the company and our Board of Directors. We have added new members to the Aristocrat leadership team who bring important skills in AI, iGaming, commercial and operational management, and marketing, building on the established and proven leadership team. As part of our disciplined Board succession process, Michael Rumbolz has been nominated by the Board as a non-executive director, effective 1 July 2026, subject to receipt of all relevant regulatory pre-approvals. Michael brings more than 45 years of experience across the gaming industry, and we are proud to have someone of his calibre join the Aristocrat Board.

"Looking ahead, we are well-positioned for the full-year and to capture the strategic opportunities in front of us. Our operating model is driving greater efficiency and scale, and we are increasingly leveraging AI to enhance our strategic advantages and transform our processes. We remain committed to our capital management strategy and our on-market share buy-back program," Mr Croker concluded.

The Directors have authorised an interim unfranked dividend of 50.0 cents per share ($301 million¹) for the period ended 31 March 2026. The record and payment dates for the dividend are 26 May 2026 and 1 July 2026, respectively. 

Operational Highlights

Aristocrat's portfolio of scaled, world-class assets across Aristocrat Gaming, Product Madness and Aristocrat Interactive delivered a strong result over the six months to 31 March 2026, demonstrating the strength, competitiveness and diversification of our portfolio, and solid fundamentals in the markets in which we operate.

Aristocrat Gaming:

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Aristocrat Gaming was driven by exceptional Outright Sales growth, with share gains in North America and ANZ. This was further supported by expansion in the Gaming Operations installed base footprint, with market share growth to 43%², highlighting the depth and strength of the Aristocrat Gaming portfolio. Profit margin reflected the mix effect from the exceptionally strong Outright Sales performance.

Product Madness:

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Product Madness increased its Social Casino revenue by 5% and maintained its leadership position in the Social Casino Slots market, with 23%¹ market share. Excluding Social Casual, which was sold early in the half, profit margin improved 1% to 47%, driven by continued revenue growth and lower platform-related costs due to higher direct-to-consumer sales (now 24% of Social Casino revenues, up from 13% in the prior corresponding period). This was partially offset by higher UA spend to support above-market growth.

Aristocrat Interactive:

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Revenue growth of 7% was driven by iLottery and the continued scaling of Content, primarily across North America, partially offset by Platforms. Segment profit decreased compared to the prior corresponding period, driven by investment in newly acquired businesses and the strategic decision to exit the White Label business, partly offset by a favourable mix contribution from iLottery and Content.

Outlook²

Aristocrat expects to deliver NPATA growth over the full year to 30 September 2026 on a constant currency basis, reflecting:

Additional detail for modelling inputs for the full fiscal year to 30 September 2026 are available in the Investor Presentation.

Authorised for lodgement by: Emma Leske, Company Secretary

James Coghill

General Manager, Investor Relations

Mobile: (61) 439 957 674

james.coghill@aristocrat.com

Elise Gare

SVP, Global Communications & Brand

Mobile: (61) 438 308 643

elise.gare@aristocrat.com

Aristocrat Leisure Limited (ASX: ALL) is a global entertainment and gaming content creation company powered by technology. Our reporting segments span regulated land-based gaming (Aristocrat Gaming), Social Casino (Product Madness) and regulated online real money gaming (Aristocrat Interactive). Aristocrat offers a diverse range of products and services including electronic gaming machines, casino management systems, online real money games, including iLottery, and free-to-play mobile games, that serve customers and entertain millions of players worldwide every day. Our team of ~7,300 people across the globe is united by our company mission to bring joy to life through the power of play. For more information: www.aristocrat.com

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SOURCE Aristocrat Technologies, Inc.