Aristocrat Leisure Limited reported revenue of AU$3.03 billion (US$2.19 billion) in the six months to 31 March 2026, essentially flat year-on-year although 6.4% higher on a constant currency basis.
EBITDA grew 6.2% year-on-year to AU$1.18 billion (US$854 million) on an improved 36.9% margin with net profit after tax climbing 8.4% to AU$794 million (US$575 million).
Aristocrat Gaming was the star performer, booking a 4.9% increase in revenue to AU$1.96 billion (US$1.42 billion) and profit of AU$1.06 billion (US$767 million), up 3.0%. This, the company explained, was driven by “exceptional Outright Sales growth” including share gains in North America and ANZ and supported by expansion in the Gaming Operations installed base footprint.
Social gaming brand Product Madness reported a 4.1% decline in revenue to AU$546.2 million (US$395 million), with a 4.7% increase in revenue from social casino offset by a decline in social casual revenue.
“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,” Aristocrat said. “This was partially offset by higher user acquisition spend to support above-market growth.”
Aristocrat Interactive, the group’s online gaming arm, saw total revenue grow 6.5% to AU$230.3 million (US$167 million) although segment profit slumped 10.6% to AU$64.34 million (US$46.6 million). The company said revenue growth was driven by iLottery and the continued scaling of content, primarily across North America, partially offset by platforms.Segment profit decreased year-on-year due to investment in newly acquired businesses and the decision to exit the white label business.
“Aristocrat delivered a strong first half, with clear progress across the business and market share gains in key segments,” said Aristocrat’s CEO and Managing Director, Trevor Croker.
“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.
“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,” Aristocrat announced this morning an interim unfranked dividend of AU$0.50 per share, representing total payout of AU$301 million, for the period ended 31 March 2026
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