Global gaming giant Aristocrat Leisure Limited reported normalized net profit after tax of AU$1.55 billion (US$1.01 billion) for the year ended 30 September 2025, up 12.2% year-on-year on portfolio-wide market share gains and the inclusion of iGaming platform provider NeoGames for the full 12 months.
The FY25 results saw an 11.0% year-on-year increase in group-wide revenue to AU$6.30 billion (US$4.11 billion), including a 9.1% improvement from Aristocrat Gaming to AU$3.96 billion (US$2.58 billion). Group EBITDA also grew by 15.6% to AU$2.63 billion (US$1.72 billion) on 41.7% margin, up 1.6 percentage points on FY24.
Aristocrat Gaming’s results were driven by strong share gains in North America and outright sales in Australia in the second half of the year following release of the Baron Upright cabinet. Specifically, Rest of the World revenue – which includes Asia and Australia/New Zealand (ANZ) – grew 11.2% to AU$813.7 million (US$531 million) with profit of AU$343.5 million (US$224 million).
The company noted that ANZ ship share increased to 43% for the year as a whole and 52% in the second half.
Aristocrat’s social gaming arm, Product Madness, saw revenue rise by 2.1% year-on-year to AU$1.15 billion (US$751 million) with EBITDA of AU$522.7 million (US$341 million), while iGaming segment Aristocrat Interactive reported a 53.8% increase in revenue to AU$344.3 million (US$225 million) and EBITDA of AU$134 million (US$87.5 million).
The company has declared a final dividend of AU$0.49 per share, improved from AU$0.42 a year earlier and from the AU$0.44 interim dividend issued in May.
“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,” said Aristocrat CEO and Managing Director, Trevor Croker.
“This result once again highlights our market leadership and scale as fundamental strengths of the business, supported by a focus on efficiency and extracting operating leverage as we grow.
“This year was a period of positive transition for Aristocrat as the business aligned its portfolio to refreshed priorities while maintaining a proven approach that has delivered high-quality operational performance and superior profit growth over a sustained period. Consistent with our strategy, we completed the divestiture of Plarium during the year, generating a significant gain on sale, and subsequent to year end, we divested Big Fish Games. From FY26 onwards, our Product Madness mobile operations will therefore be focused purely on social casino.
“We also invested significantly in technology and product and took foundational steps that will set up Aristocrat Interactive to accelerate performance, and allow us to fully utilise our content, scale and capabilities.
“Our three complementary business segments are united by a common core of great gaming content and technology, each offering exciting growth prospects. We also continue to actively pursue strategic M&A opportunities, in a disciplined and consistent manner.
“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. We remain committed to our capital management strategy and our ongoing on-market share buy-back program.”
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