Aristocrat Leisure (ALL) AGM 2025 summary

Opening remarks and agenda

• CEO welcomed attendees and outlined the meeting would cover group strategy, operational and financial performance for FY24, growth opportunities, and FY25 outlook.

Financial performance review

• FY24 revenue reached $6.6B, up 5% year-on-year, driven by North American Gaming and strong Asian sales.

• EBITDA margin expanded to 37.4% and net profit before amortisation rose 17% to $1.6B; EPS increased 20% due to share buy-back.

• Product Madness (core social casino) outperformed the market with 4% bookings growth against a 3% market decline.

• Interactive segment benefited from NeoGames acquisition and organic growth, with new contract wins in iLottery and content launches in the US, Canada, and UK.

• Robust operating cash flow funded growth initiatives, capital investments, and shareholder returns.

Board and executive committee updates

• Matt Primmer appointed Chief Product Officer; Anne Tucker promoted to Chief Legal Officer; Craig Toner became CEO of Aristocrat Gaming; Superna Kalle to lead Product Madness.