Aristocrat Leisure reported FY2025 revenue of A$6.3 billion, an 11% year-on-year increase, with operating profit rising 12% to A$3.2 billion.
02
EBITDA grew 15.6% to A$2.63 billion, achieving a 41.7% margin and supporting A$1.4 billion in total shareholder returns through dividends and buy-backs.
03
The company maintains a strong balance sheet with a net debt-to-EBITDA ratio of 0.2×, which is projected to remain between 0.2–0.4× in FY2026.
04
Direct-to-consumer sales doubled to account for 16% of total revenue, signaling a successful strategic shift toward higher-margin channels.
05
FY2026 forecasts project 9% revenue growth to A$3.96 billion and an 8.8% increase in EBITDA, despite an anticipated shift in revenue mix.
06
Performance was driven by strong unit growth across North America, ANZ, and global markets, with social-casino franchises consistently outperforming broader market trends.
Insights
01
Aristocrat Leisure reported FY2025 revenue of A$6.3 billion, an 11% year-on-year increase, with operating profit rising 12% to A$3.2 billion.
02
EBITDA grew 15.6% to A$2.63 billion, achieving a 41.7% margin and supporting A$1.4 billion in total shareholder returns through dividends and buy-backs.
03
The company maintains a strong balance sheet with a net debt-to-EBITDA ratio of 0.2×, which is projected to remain between 0.2–0.4× in FY2026.
04
Direct-to-consumer sales doubled to account for 16% of total revenue, signaling a successful strategic shift toward higher-margin channels.
05
FY2026 forecasts project 9% revenue growth to A$3.96 billion and an 8.8% increase in EBITDA, despite an anticipated shift in revenue mix.
06
Performance was driven by strong unit growth across North America, ANZ, and global markets, with social-casino franchises consistently outperforming broader market trends.