Industry Revenues:

• Gambling machines: approx. 60%
• Digital gaming: approx. 40%

TOP 3 Markets:

• USA: approx. 50%
• Australia: approx. 20%
• Europe: approx. 15%

Aristocrat Leisure Limited generates the majority of its revenues from the manufacturing and distribution of gambling machines as well as from the digital gaming sector. The U.S. market is the largest single market for the company, followed by Australia and Europe. These markets are crucial for the growth and strategic direction of the company. The digital gaming sector is increasingly gaining importance, as reflected in the revenue shares.

Production sites of Aristocrat Leisure Limited:

Aristocrat Leisure Limited, a leading manufacturer of gaming machines and digital games, primarily produces its products at several international locations.

The company has significant production facilities in the USA, particularly in Las Vegas, Nevada, where a large portion of physical slot machines are manufactured. Additionally, Aristocrat also has production capacities in Australia, where the company is headquartered.

In addition to the physical production sites, Aristocrat heavily invests in the development of digital games, which are developed in various technology centers worldwide, including in India and Israel. These locations are crucial for the development and support of their digital product lines.

Through this international presence, Aristocrat can efficiently respond to both traditional and digital markets and distribute its products worldwide.

Revenue Growth: 10.5% (2024) Profit Growth: 8.2% (2024)

Aristocrat Leisure Limited pursues a strategy focused on diversification and digital expansion. The company is increasing its investments in the online and mobile gaming sector to capitalize on the growing demand for digital entertainment offerings.

Another key focus is on geographical expansion, particularly in high-growth markets such as North America and Asia. Aristocrat is leveraging strategic partnerships and acquisitions to strengthen its market presence.

Additionally, the company is concentrating on continuously innovating its products to remain competitive in both the traditional gambling segment and the digital realm. This includes introducing new gaming content and utilizing advanced technologies like Artificial Intelligence to enhance the gaming experience.

Main raw materials: Electronic components, plastic, metal

Countries of origin: China, USA, Japan

Aristocrat Leisure Limited, a leading manufacturer of gaming machines and digital games, mainly imports electronic components, plastic, and metal for the production of its products. These materials are crucial for manufacturing the hardware and casings of the gaming machines.

China is a significant supplier of electronic components and plastic used in production. The USA and Japan also supply high-quality electronic components crucial for the technology in Aristocrat Leisure's devices.

Sourcing from these countries enables the company to manufacture high-quality products at competitive prices, strengthening its market position.

Market share: 23% in the global gambling market (2024) Research and development investments: 12% of revenue (2024) Digital revenue growth rate: 18% (2023)

Aristocrat Leisure Limited has a significant competitive advantage due to its strong market position in the global gambling market, where it holds a market share of approximately 23%. This enables the company to benefit from economies of scale and distribute its products worldwide.

Another important factor is the continuous investment in research and development, which accounts for 12% of revenue. These investments support innovation and the development of new products that meet the rapidly changing market demands.

Furthermore, the company has shown strong growth in the digital sector, with a digital revenue growth rate of 18% in 2023. This demonstrates successful adaptation to the trend of digitization in the gambling sector and strengthens the position of Aristocrat Leisure Limited compared to traditional competitors.

Institutional Investor Share: approximately 70% (estimate based on 2023 data)

Insider Buys/Sells: No significant transactions in the last year (2024)

Aristocrat Leisure Limited traditionally has a high institutional investor share, which hovers around 70%. This demonstrates the confidence of large investors in the company's management and market position of Aristocrat Leisure.

In 2024, there were no significant insider transactions, indicating a stable assessment of the company's value by management and other insiders. Such transactions could signal future expectations or strategic changes, but the absence of such activities suggests a stable corporate situation.

Market share of Aristocrat Leisure Limited: 22% (2025, estimated)

Top competitors and their market shares:

1. International Game Technology (IGT): 18%
2. Scientific Games Corporation: 15%
3. Konami Holdings Corporation: 12%
4. Everi Holdings Inc.: 10%
5. Ainsworth Game Technology: 8%

Economic moat of Aristocrat Leisure Limited:

Aristocrat Leisure Limited has a significant economic moat, primarily based on its strong brand recognition, innovation in the slot machines and digital games sector, and an extensive portfolio of licenses and patents. The company continuously invests in research and development to enhance its products and integrate new technologies, giving it a technological edge.

Compared to its competitors, Aristocrat has an advantage through its strong presence in digital markets, particularly through acquisitions and partnerships that expand its reach and product diversity. These strategic moves have helped solidify and strengthen its market position.

Competitors like International Game Technology and Scientific Games Corporation also have significant economic moats, especially through their established networks and comprehensive product offerings. Nevertheless, Aristocrat remains competitive through its innovation and market adaptability, enabling it to thrive in a dynamic market environment.

Revenue Growth: 10% (2024) Profit Growth: 8% (2024) Market Share in the Digital Segment: 25% (2024)

Aristocrat Leisure Limited recorded a revenue growth of 10% in 2024, attributed to strong performance in the digital segment. The company expanded its market share in the digital sector to 25%, indicating successful acquisitions and product innovations.

The 8% profit growth demonstrates that Aristocrat Leisure is able to increase its profitability despite rising investments in research and development. The strategic focus on digital games and online casinos positions the company well for future growth in an expanding market.

Analysts view the diversification of the portfolio and global expansion as positive indicators for the long-term stability and profitability of the company. Therefore, the stock of Aristocrat Leisure Limited could be an attractive investment for investors looking for sustainable growth.

Dividend yield: 2.1% (2025, estimated)
Dividend history: Continuous payout for several years

Aristocrat Leisure Limited has been paying dividends in recent years and is expected to continue paying dividends in 2025. The company has a history of stable dividend payments, indicating a reliable payout.

Aristocrat Leisure's dividend policy is aimed at returning a portion of profits to shareholders while also reinvesting in the company's growth. The continuous payout in recent years demonstrates the company's commitment to providing value to shareholders.