Aristocrat Leisure Limited (ASX:ALL) has released its Full Year 2026 Results Investor Presentation for the twelve months ended 30 September 2026, disclosing a 10% increase in NPATA, an 8% rise in EBITA, and approximately $1.9 billion returned to shareholders through dividends and on-market share buy-backs, all measured on a constant currency basis.

Key Points

  • Revenue grew 4% and EBITA grew 8% on a constant currency basis for the twelve months ended 30 September 2026.
  • NPATA increased 10% in constant currency, with EPSA growth of 13% on the same basis.
  • Approximately $1.9 billion was returned to shareholders through dividends and on-market share buy-backs.
  • Recurring revenue represented 70% of total revenue in FY26.
  • Aristocrat expects to deliver NPATA growth over the full year to 30 September 2027 on a constant currency basis.

FY26 Financial Results for the Year Ended 30 September 2026

According to the filing, Aristocrat's normalised results for the twelve months ended 30 September 2026 represent statutory results from continuing operations, excluding the impact of certain significant items and the discontinued operations of Plarium. Revenue increased 4% in constant currency, while EBITA rose 8% and NPATA grew 10% on the same basis. EPSA growth of 13% was attributed to product leadership and strategic execution. Recurring revenue accounted for 70% of group revenue during the period. The company disclosed that revenue growth and disciplined cost management contributed to the EBITA result.

Segmental Performance and Market Share Positions

The filing disclosed segment profit margins and market share positions across Aristocrat's three reporting segments: Aristocrat Gaming (land-based), Product Madness (Social Casino), and Aristocrat Interactive (regulated online real money gaming). North America Gaming Operations market share was reported at 39% for FY26, while North America Outright Sales ship share stood at 27%, based on Aristocrat reported results and the Eilers Gaming Supplier KPI Model for the second quarter of 2026. ANZ ship share was 45%, based on NSW regulator data, QLD Max Gaming data, and internal analysis. Social Slots market share was reported at 24%, US iLottery at 69%, and US iSlots at 8%.

FY27 Outlook and Interactive Revenue Target

The filing states Aristocrat expects to deliver NPATA growth over the full year to 30 September 2027 on a constant currency basis. The company disclosed a $100 million cost savings program to be implemented in FY27 and stated it is investing for the future while returning capital. Aristocrat also disclosed a US$1 billion revenue target for its Interactive segment by FY29, noting this target includes Interactive's share of revenues from the NPI joint venture. The filing describes successful content and iLottery launches in the second half of FY26 as contributing to momentum in that segment.