Finance News

Published: November 17, 2025

Aristocrat smashes fiscal 2025, with profit topping $1B

The group highlighted that it benefited from the first full-year of inclusion of NeoGames, after it finalized the acquisition of the content and technology solutions company in April of 2024. The company provides content, tech platforms and services encompassing iLottery, iGaming and Online Sports Betting.

Aristocrat has announced a 12 percent increase in profit for fiscal 2025 (ending in September), totaling approximately AU$1.55 billion ($1.01 billion), as part of the group’s ongoing execution of its ‘long-term growth strategy’.

In total, revenue was up by 11 percent, reaching AU$6.29 billion ($4.11 billion), with EBITDA up by 15.6 percent to AU$2.62 billion ($1.71 billion) during the year-long reporting period.

Looking to sales, gaming sales were up by 11 percent, ‘driven by growth in units in North America and ANZ (Australia and New Zealand)’. Overall gaming operations grew by some 4,100 units, which the group notes grew its market share to 43 percent.

Baron boosts results

This was boosted by strong shipping of the group’s Baron cabinet in the second half of the year.

Looking specifically at ANZ, there was a 43 percent ship share increase for the year and a 52 percent during just the second half, largely driven by the launch of the Baron Upright cabinet, alongside ‘strong game performance’ during the six-month tail-end of the year. ROW (Rest of World) sales, focusing on APAC, saw an 11.2 percent uptick in revenue, hitting AU$813.7 million ($531.37 million), with profit rising by some 86 percent, to AU$343.5 million ($224.31 million).

Looking to the North America market, the group notes that ‘clear revenue leadership was maintained’ due to the ‘combination of strong ASPs and 31 percent ship share’.

Social gaming

The group’s social gaming arm also saw strong gains during the period, in what it called a ‘transformational year for Product Madness, with refreshed leadership and more effective integration into the enterprise’.

The segment outperformed the market, seeing bookings growth of 5 percent compared to overall industry decline of 9 percent, demonstrating effective player engagement and resilience.

The group notes that its margin expansion in the segment ‘reflects operational efficiency and an increase in direct-to-consumer sales, resulting in lower overhead and platform costs’.

Direct-to-consumer revenue increased from 7 percent to 16 percent of social casino revenue for the group during the period.

Interactive

Looking to the group’s Interactive arm, revenue was up by a significant 53.8 percent, hitting AU$344.3 million ($224.84 million), with profit rising by 87 percent, to AU$130.7 million ($85.35 million). The group highlighted that this was impacted by strong operating costs previously included in D&D, which impacted its profit margin.

However, it did not that its ‘consolidation of remote game server technology has enabled growth in Content in 2H25, with 74 unique games launched over the year’.

EBITDA growth for the segment during the year amounted to 87.4 percent, reaching AU$134 million ($87.51 million).

Forward look

Looking ahead, the group is optimistic to maintain ‘continued revenue and market share growth from Aristocrat Gaming, supported by resilient underlying GGR growth in key markets’.

Looking to Product Madness, expectations are for ‘continued market share growth, with an increasing contribution from DTC (direct to consumer).

Regarding Interactive, there is ‘accelerating performance […] toward our FY29 $1 billion ($653 million) revenue target through further scaling of Content and investing in iLottery to support broader market access in North America and Europe’.

https://agbrief.com/intel/deep-dive/12/11/2025/aristocrat-smashes-fiscal-2025-with-profit-topping-1b/