Australia’s Aristocrat Leisure Limited closed its 2025 financial year on a high note, reporting a normalized net profit after tax (NPATA) of AU$1.55 billion (US$1.01 billion) for the year ending 30 September 2025, representing a 12.2% year-on-year increase. Revenue climbed 11% to AU$6.30 billion (US$4.11 billion), while EBITDA rose 15.6% to AU$2.63 billion (US$1.72 billion), supported by expanding market share and the first full-year inclusion of NeoGames, acquired in April 2024.

Strong Yearly Gains Across All Segments

CEO and Managing Director Trevor Croker said, “We delivered on our second half performance commitments, and achieved a strong group result for the full year, with double digit growth across most key metrics. This illustrates the quality of Aristocrat’s portfolio and ability to grow through different operating environments while also investing for the future.”

Croker added that FY25 marked “a period of positive transition” as Aristocrat aligned its portfolio with new strategic priorities while maintaining consistent profit growth. The company also completed its divestitures of Plarium and, post-year end, Big Fish Games, refocusing its Product Madness business solely on social casino operations beginning in FY26.

Aristocrat Gaming generated AU$3.96 billion (US$2.58 billion) in revenue, driven by increased demand across North America and Australia/New Zealand (ANZ). The introduction of the Baron Upright cabinet proved pivotal, boosting ANZ ship share to 43% for the year and 52% in the second half.

The Rest of the World (ROW) segment, encompassing Asia-Pacific, also saw growth, with revenue rising 11.2% to AU$813.7 million (US$531 million) and profit jumping to AU$343.5 million (US$224 million). Across the group, Aristocrat sold 6,942 gaming machines in ROW markets, with average selling prices up 27.2% year-on-year.

The company noted “clear revenue leadership” in North America with a 31% ship share, maintaining strong positioning across key jurisdictions. Profit from Aristocrat Gaming reached AU$2.16 billion, a 6.9% increase from FY24, reinforcing the division’s role as the company’s financial backbone.

Croker emphasized that Aristocrat’s gaming portfolio “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.”

Interactive and Social Casino Segments Show Momentum

Aristocrat’s social gaming arm, Product Madness, posted AU$1.15 billion (US$751 million) in revenue and EBITDA of AU$522.7 million (US$341 million), marking a 2.1% annual increase. The segment achieved bookings growth of 5%, outperforming an industry decline of 9%. The company credited this to stronger direct-to-consumer (DTC) sales, which grew from 7% to 16% of total social casino revenue.

Profit margins for Product Madness expanded 3.8 percentage points to 44.7%, attributed to operational efficiency and reduced platform costs. Croker described it as “a transformational year” following refreshed leadership and closer integration into the broader enterprise.

Meanwhile, the Aristocrat Interactive segment achieved remarkable growth. Revenue surged 53.8% to AU$344.3 million (US$225 million), and EBITDA climbed 87.4% to AU$134 million (US$87.5 million), driven by increased contributions from iLottery operations through NeoGames and expanded content distribution in North America and Europe. Profit rose to AU$130.7 million, marking an 87% improvement year-on-year.

The integration of NeoGames also brought enhanced scalability for remote game server technology, with 74 unique games launched during FY25. Aristocrat said this foundation would support its FY29 target of AU$1 billion (US$653 million) in revenue from Interactive.

Aristocrat declared a final dividend of AU$0.49 per share, up from AU$0.42 the previous year, alongside AU$1.4 billion in total shareholder returns through dividends and buy-backs. The group’s EBITDA margin stood at 41.7%, up 1.6 percentage points from FY24, while net debt fell 62.9% to AU$423.3 million.

Croker reaffirmed Aristocrat’s commitment to disciplined capital management and strategic acquisitions, stating in the Aristocrat Leisure Limited: FY25 Media Release [pdf], “We continue to actively pursue strategic M&A opportunities, in a disciplined and consistent manner.”

Looking forward, Aristocrat anticipates sustained growth across all divisions — from continued market leadership in land-based gaming to accelerating performance in its Interactive and iLottery businesses.

“Our three complementary business segments are united by a common core of great gaming content and technology, each offering exciting growth prospects,” Croker concluded. “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.”