Updated Jun 1, 2026 by Aristocrat Leisure
Financial
Published by Aristocrat Leisure
FY25 Results Investor Presentation Aristocrat Leisure Limited (Aristocrat) today provides the attached Aristocrat Full Year Results Investor Authorised for lodgement by: Emma Leske, Company Secretary Investors: Media: James Coghill Peter Brookes General Manager, Investor Relations Senior Managing Director Mobile: (61) 439 957 674 Mobile: (61) 407 911 389 <u>[email protected]</u> <u>[email protected]</...
INDTOCRH FY25 Results Investor Presentation Sydney, 12 November 2025 Aristocrat Leisure Limited (Aristocrat) today provides the attached Aristocrat Full Year Results Investor Presentation. Authorised for lodgement by: Emma Leske, Company Secretary Further Information: Investors: Media: James Coghill Peter Brookes General Manager, Investor Relations Senior Managing Director Mobile: (61) 439 957 674 Mobile: (61) 407 911 389 [email protected] [email protected] 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 over 7,400 people across the globe is united by our company mission to bring joy to life through the power of play. For more:www.aristocrat.com Aristocrat Leisure Limited. ABN: 44 002 818 368
ARISTORAT Full-Year AA 2025 Results oO Investor Presentation 12 November 2025 12 November 2025 Bringing joy to life through the power of play Bringing joy to life through the power of play
This document and any oral presentation subsequent forecasts, will not vary significantly This document makes reference to certain nonaccompanying it has been prepared in good faith, from such forecasts, forward looking statements International Financial Reporting Standards (nonhowever, no express or implied representation or and statements as to future affairs. The actual IFRS) financial information. The non-IFRS financial warranty is given as to the accuracy or results may vary from the anticipated results and information is unaudited and has not been Strong 2H25 Revenue Segment Profit Delivered 6.3bn +11% 3.2bn +12% +15% FY25 EPSA growth through Competitive & aligned portfolio, Disciplined cost management, successful enterprise portfolio investment supporting organic effective execution & scale realignment & strategic execution growth & share gains benefits investigations, business development transactions, upon as advice to investors or potential investors to the fullest extent permitted by law. No economic conditions, pandemics and changes in and do not take into account the investment responsibility is assumed for any reliance on this laws and regulations. The Company accepts no objectives, financial situation or needs of any document or the accompanving presentation or responsibility or liability in relation to the accuracy particular investor. These should be considered, any Other Materials.
is assumed for any reliance on this laws and regulations. The Company accepts no objectives, financial situation or needs of any document or the accompanving presentation or responsibility or liability in relation to the accuracy particular investor. These should be considered, any Other Materials. or completeness of any forecasts, forward looking with independent professional advice when NPATA Cash returned to Outlook Without limiting the above, this document, any shareholders information contained in this document (including For further information, contact: 1.6bn +12% 1.4bn NPATA growth in FY26¹ Investors Strong operating performance & This document remains the property of the NeoGames inclusion, partially forecasts, forward looking statements and Competitive portfolio & James Coghill through dividends & confidence in future performance General Manager, Investor Relations offset by continued investment on-market share buy-backs document by any investor or potential investor +61 439 957 674 subjective judgments; (ii) inherent uncertainties; expectations or the forecasts, forward looking shall constitute such investor's or potential [email protected] and (iii) significant contingencies, many of which statements or statements as to future affairs investor's acceptance of the foregoing terms and are beyond the Company's control or reflect future based thereon. Certain data included herein has conditions. For additional information concerning Media business decisions which are subject to change. been obtained from alternative external sources the Company, please see the Company's Peter Brookes Year-on-year change compared to financial year 2024.
thereon. Certain data included herein has conditions. For additional information concerning Media business decisions which are subject to change. been obtained from alternative external sources the Company, please see the Company's Peter Brookes Year-on-year change compared to financial year 2024. All figures in AUD unless otherwise stated. Refer to the Operating and Financial Review for definitions and explanations of line items. The normalised result and key performance metrics for the twelve months ended 30 September 2025 present the continuing business including Big Fish, and exclude significant items and discontinued Senior Managing Director operations following the divestment of Plarium. The comparative periods in financial year 2024 have been restated to exclude Plarium in accordance with relevant accounting standards and to provide a +61 407 911 389 consistent basis for comparison, unless otherwise stated. independently verified information from these [email protected] statements as to future affairs will be realised or external sources. This page contains forward looking statements and statements of expectation. Please refer to the disclaimer on page 33
This document and any oral presentation subsequent forecasts, will not vary significantly This document makes reference to certain non- Aristocrat is a global entertainment and gaming content creation leader, powered by technology warranty is given as to the accuracy or results may vary from the anticipated results and information is unaudited and has not been completeness of the information in this document, such variations may be material. Any and all reviewed by the Company's independent auditor in any accompanying presentation or in any other forecasts and financial information in this Any non-IFRS financial information is clearly written or oral communication transmitted or document, in any accompanying presentation and labelled to differentiate it from the statutory/IFRS made available to any investor or potential investor Delivering superior, long-term profit growth (collectively, the "Other Materials"). Nothing in this document, in any accompanying presentation or in future matters. The Company's results may be Disclosures in this document, the accompanying Investing, Innovating Growing & Differentiating presentation or any Other Materials are not & Protecting IP investment advice and are not intended to be relied Distributing Enablers investigations, business development transactions, upon as advice to investors or potential investors economic conditions, pandemics and changes in and do not take into account the investment responsibility is assumed for any reliance on this laws and regulations.
This presentation contains “forward-looking statements” within the meaning of the U.S. Private Securities Litigation Reform Act of 1995 and Section 21E of the Exchange Act. All statements other than statements of historical facts contained in this prese ntation, including statements regarding our business strategy, plans and our objectives for future operations, are forward-looking statements.
Fourth Quarter and Fiscal Year 2022 Results This presentation contains forward-looking statements. All statements contained in this presentation other than statements of historical facts, including statements regarding our business strategy, plans, market growth and our objectives for future operations, are forward-looking statements.
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The interim filing presents the fourth‑quarter 2025 financial results for a midcore‑casual gaming group, emphasizing a record‑setting revenue run and the successful execution of a transformation agenda that includes the integration of the Plarium acquisition and the rollout of a new district structure in early 2026. Revenue reached SEK 3,123 million, reflecting 108 % organic growth year‑on‑year and a 25 % increase on a constant‑currency basis, while adjusted EBITDA rose to SEK 717 million, delivering a 23 % margin that matches the full‑year figure. Unlevered free cash flow amounted to SEK 878 million, with a cash‑conversion rate of 66 % and a leverage ratio of five times EBITDA, underscoring robust liquidity and disciplined capital management. User‑acquisition spending accelerated, representing 38 % of quarterly revenue—up from 37 % in the prior quarter—and grew 76 % on a reported basis, driven by heightened investment in original studios, new casual titles, and the racing franchise. The direct‑to‑consumer channel expanded by 600 basis points to 32 % of total revenue, reflecting a strategic shift toward higher‑margin in‑app purchases. Across the fiscal year, the company posted a 9 % organic revenue increase, with word‑games, racing, and RAID franchises delivering the strongest quarter‑end performance. Operating cash flow for the quarter stood at SEK 840 million, while adjusted net income was SEK 1,390 million, translating to an adjusted EPS of SEK 11.33. The financial outcomes exceed guidance and position the firm to meet its medium‑term outlook, with a pre‑IPO study for PlaySimple concluded and the midcore transformation progressing as planned.