Aristocrat Leisure has set out an ambitious growth strategy for its land-based electronic gaming machine (EGM) business, identifying the United Arab Emirates, Asia, North America and ANZ as key regions for continued market share expansion and long-term revenue gains.
Strong Market Share Gains Across Key Regions
The Australian-listed gaming supplier detailed its outlook during its 2026 Investor Briefing, where executives highlighted recent performance improvements and expectations for continued growth across major markets. The company has already recorded notable share gains, including a 38% increase in North American gaming operations share, a 27% rise in outright sales ship share in the region, and a 48% increase in ANZ shipments.
Superna Kalle, Chief Strategy & Content Officer, said Aristocrat sees sustained opportunity to expand in its largest markets, particularly North America.
“We have proven that we will take share and grow revenues ahead of the market,” Kalle said, adding that “we also see additional growth in new gaming markets such as the UAE.”
North America continues to represent more than half of the global EGM market and remains central to Aristocrat’s expansion plans. The company noted that land-based gaming is expected to grow at a low single-digit rate through 2030, but stressed that its own performance has consistently exceeded broader market trends.
Kalle pointed to historical results showing gaming operations and outright sales growth of around 9% and 10% respectively since 2019 in North America, outpacing overall market expansion.
Expansion Strategy in New and Emerging Markets
Aristocrat also highlighted growth potential in emerging jurisdictions, particularly the UAE, alongside Asia and parts of Europe. The company expects continued opportunities from new casino openings and market expansions, which typically result in stronger-than-average share allocation for its products.
Chief Executive Officer and Managing Director Trevor Croker said the company is well positioned to benefit from these developments.
“Notwithstanding our leadership position, we see potential for further share gains across both gaming operations and outright sales,” Croker said, as reported by Inside Asian Gaming.
He added that Aristocrat’s portfolio strength means it often secures higher allocation rates in newly opened venues as operators optimize gaming floors.
The ANZ region was highlighted as a key turnaround success story. Aristocrat reported that market share recovered from 30% to 49% in the first quarter of 2026, supported by renewed investment in content, hardware, and customer engagement.
Croker pointed to the introduction of new titles, including Phoenix Link, which is set to launch in New South Wales, as part of the company’s continued product pipeline expansion.
Aristocrat reaffirmed expectations for continued growth in gaming operations and interactive divisions, supported by new unit demand and ongoing market expansion cycles. The company also referenced forecast growth in EGM demand across North America and other key regions through 2028.
Recent financial results showed revenue of AU$3.03 billion for the six months to March 2026, alongside an 8.4% increase in NPATA on a reported basis, reinforcing the company’s steady performance trajectory as it expands into new jurisdictions and strengthens its position in established markets.