Ann: FY24 Results Announcement, page-20

Positive Points

• Aristocrat Leisure Ltd (ARLUF) reported a 20% growth in EPS, demonstrating strong financial performance.

• Revenues increased by 5% and segment profits grew by 12%, showcasing effective cost management and positive operating leverage.

• The company achieved significant strategic milestones, including the integration of Rocka and completion of the Neogames transaction.

• Pixel United's social casino business exceeded $1 billion in bookings, indicating strong market presence and growth.

• Aristocrat Leisure Ltd (ARLUF) returned over $3 billion of capital to shareholders through dividends and share buybacks, reflecting strong shareholder value creation.

Negative Points

• Lower profits were reported in the Australia and New Zealand (A NZ) segment, impacting overall regional performance.

• The company took an impairment charge of approximately USD110 million related to Big Fish Games, indicating challenges in this segment.

• Casual bookings declined by 14% for the year, highlighting softness in this area of the business.

• The sale of Plarium is expected to be mid to high single-digit percentage points dilutive to NPAT A in FY25 on an annualized basis.

• There is ongoing uncertainty and potential delays in the strategic review of the remaining casual gaming assets, including Big Fish Games.

Q & A Highlights

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