Aristocrat Leisure : HY2021 Presentation to Analysts and Investors

Aristocrat Leisure Limited

24 May 2021

Results Presentation

For the six months to 31 March 2021

AGENDA

1. Company Overview
2. Group Results and Financial Summary
3. Operational Performance
4. Results Summary and Outlook
5. Q&A
6. Appendices

2

ARISTOCRAT'S GROWTH STRATEGY

Proven strategy driving sustainable growth and business resilience

PORTFOLIO GROWTH

STRONG PRODUCT

INVESTMENT

BEST PEOPLE

LEADERSHIP +

CAPABILITY INVESTMENT

+ PERFORMANCE

TAKE SHARE WHEREVER

WE PLAYACCELERATION OPTIONS

INNOVATION

OPERATIONAL

EXCELLENCE

STRONG BALANCE

SHEET

GOOD GOVERNANCE

+ ESGCUSTOMER EXPERIENCE LEADERSHIP

4

TRUSTED AND LEADING GAMING ENTERTAINMENT AND TECHNOLOGY COMPANY

Converting opportunity into momentum; investments over the past year delivering results now and for the future

 An S&P/ASX 20 Index company

 Successfully executing refreshed strategy - investing in people,

product and performance

 Diversified portfolio across and within Digital and Gaming

 Growing and leveraging world-class titles across multiple platforms

with sustained commitment to investing in innovation

 Market-leading game and cabinet performance

GAMING46%

Strengthening game portfolio

Top 17 of 25 premium leased games1		of 1H group revenue
Growing market share
Market-leading Fee Per Day &		A$1.0b			A$1.0b
Average Selling Price
Investing in Customer Experience		56% Gaming Ops				78% Americas
	44% Outright Sales			20% ANZ
		& Other			2% International CIII

 Increasing recurring revenue model (~80% of total revenue)

delivering sustained performance

 Strong profit rebound despite volatile 1H21 market conditions

 Continuing to invest in 2H21, improving consumer sentiment

increases confidence to invest more, driving resilience within the

business and future growth options

 Strong balance sheet and >A$2 billion liquidity

DIGITAL

Strengthening & diversified portfolio Top line exceeds industry growth Top 5 global games publisher2

EverMergeTM 3rd global world-class game last 3 years

Live Ops, features & new content increases retention & monetisation

54%

of 1H group revenue

A$1.2bA$1.2b

Top 9 games =			49% Social Casino
91% of Bookings			34% Strategy/RPG
Other			17% Social Casual

1.	Average performance per Eilers' Game Performance reports in the 6 months to March 2021	5
2.	Source: App Annie; Tier 1 western markets defined as the United States, United Kingdom, Canada, France, Germany and Australia