Aristocrat Leisure Limited (ASX:ALL) Announces Positive First Half Financial Results
Financial Performance
Aristocrat Leisure reported a 9% increase in revenue to $3.0 billion and a 6% growth in normalised NPATA to $733 million for the six months ended 31 March 2025. EBITDA rose by 12.8% to $1,248.5 million, supported by operating leverage and effective cost management. The company returned $533 million to shareholders through dividends and share buy-backs during the period.
Operational Highlights
Aristocrat Gaming gained market share in North America, with approximately 2,500 net unit additions and maintaining a 42% share. Product Madness’ Social Casino franchises outperformed the market, while Aristocrat Interactive, including NeoGames, delivered strong revenue growth driven by iLottery and content expansion in key markets.
Executive Comments
CEO Trevor Croker stated, “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.
We achieved solid revenue and EBITDA growth in the period, once again highlighting market leadership and scale as fundamental strengths of our business, supported by a focus on operational efficiency and extracting operating leverage as we grow.
We completed the divestiture of Plarium in the reporting period, and refocused our mobile operations around our core Product Madness Social Casino business, in line with Aristocrat’s refreshed growth strategy. We also invested in aligning technology and product strategies, and took important steps to set up Aristocrat Interactive to accelerate its performance, and allow us to extract more benefit and momentum from our scale and capabilities. I am excited that we now have three focused and fully complimentary business lines, united by a common core of great gaming content and each offering exciting growth prospects. We continue to actively pursue strategic M&A opportunities, in a disciplined and consistent manner.
We continued to progress our sustainability agenda, driving improvements and further lifting maturity across our most important priorities, particularly Empowering Safer Play and climate action. Our efforts directly support our ability to deliver sustainable results over the long term, and are focused on benefiting our people, customers and shareholders. We continued to accelerate foundational work to underpin our abatement activities and expect to see this reflected through reduced emissions in the years ahead. We have been active in educating and engaging our people, and completing critical work in preparation for mandatory climate reporting and delivery of our public climate commitments.
$533 million of cash was returned to shareholders through dividends and on-market share buy-backs in the period, in line with the Group’s capital allocation framework.
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 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. We remain committed to our capital management strategy and our ongoing on-market share buy-back program,” Mr Croker concluded.
Motley Fool contributor Lianne Eastty has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.
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