In This Article:
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Revenue: Increased 9% to over $3 billion, 5% in constant currency.
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NPATA: $733 million, up 6% in reported currency, 2% in constant currency.
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EPSA: Increased 8% to $0.116 in reported currency.
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EBITDA: 13% higher than the previous corresponding period (PCP).
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Effective Tax Rate: 27%, up from 26% in the PCP.
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Interim Dividend: $0.44 per share, an increase of 22% compared to the prior year.
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Operating Cash Flow: Strong at 18% compared to first-half 2024.
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D&D Investment: $402 million, representing 13.3% of revenues.
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Share Buybacks and Dividends: $533 million returned to shareholders over the half.
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North American Gaming Operations: Revenue up 1%, profits increased 4%, installed base grew 10%.
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Social Casino Bookings: Increased 4%, with total revenues up 2% and segment profit up 9%.
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Interactive Revenue Growth: iLottery revenue growth of 15%, content revenues grew 17%.
Release Date: May 14, 2025
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Positive Points
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Aristocrat Leisure Ltd (ARLUF) reported a 9% increase in group revenues and a 12% growth in segment profit, showcasing strong financial performance.
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The company successfully completed the divestiture of Plarium, generating a significant gain on sale and refocusing its mobile operations.
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Product Madness delivered strong performance with continued share gain and impressive profit growth, driven by focused investment in user acquisition and operational efficiency.
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Aristocrat Interactive experienced strong double-digit growth in content and the iLottery joint venture, contributing to overall positive results.
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The company maintained a disciplined approach to cost management, allowing for strategic reinvestment and strong cash flow generation, with a new $750 million share buyback program announced.
Negative Points
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Aristocrat Leisure Ltd (ARLUF) faced a softer fee per day and lower outright sales in North America and Rest of World, impacting growth.
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Increased corporate costs, including higher legal expenses, and lower interest income due to the NeoGames acquisition and share buybacks, reduced overall growth.
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Rest of World revenues decreased by 9% and profits by 20%, driven by lower unit sales in ANZ and Asian markets, along with negative operating leverage.
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The company faced challenges in the Asia market with no new openings in the first half and regulatory hurdles delaying the release of Phoenix Link in Australia.
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The pace of content rollout in Interactive was below plan due to strategic consolidation of remote gaming server platforms, causing delays.