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Investor Presentaiton

Aristocrat Gaming High performing portfolio supporting market share gains and strong revenue growth Summary Profit or Loss Total Gaming Revenue EBITDA Segment Profit Profit Margin Americas A$m A$m 双雪雪雪 A$m 2023 2022 Change % 3,644.1 2,982.6 22.2 2,133.6 1,748.9 22.0 1,894.9 1,547.0 22.5 52.0 51.9 0.1 pts 16.0 Strong revenue growth across Americas and International Class III driven by continued success in both Outright Sales and Class III Premium Gaming Operations Stable margins, with easing supply chain challenges offset by relatively stronger growth of the lower-margin outright sales segment Gaming Operations (Americas): Revenue US$m 1,977.5 1,704.6 Segment Profit US$m 1,091.0 956.4 14.1 Profit Margin % 55.2 56.1 (0.9) pts о ANZ¹ Revenue Segment Profit Profit Margin North America Gaming Operations Class III Premium installed base +16.9% to 36,925 units Momentum driven by Dragon Link TM, Lightning Dollar Link™ and Jackpot Carnival™ Market-leading FPD remained strong at US$54.97 across the expanded footprint Outright Sales: A$m 458.4 460.7 (0.5) A$m 151.3 157.1 % 33.0 34.1 (3.7) (1.1) pts О North America Outright Sales ANZ Outright Sales Fee per day 54.97 55.78 ASP US$ 21,142 18,524 ASP A$ 23,641 23,206 US$ 64,030 59,199 Units Platform (units) 24,310 19,366 Platform (units) 11,195 12,366 FY23 FY22 FY23 FY22 FY23 FY22 ○ о Outright Sales revenue increased 40%, with Americas Outright Sales units up 25.5%, supported by customer capital commitments and increased product penetration ASP up 14.1% driven by increased penetration of premium portrait cabinets MarsXTM and Neptune Single™ Expansion into adjacent markets continues, with growth from VLT in Canada, Oregon, Illinois, and New York, Washington CDS and HHR across various states ANZ revenue broadly flat at $458.4 million, with profit margins impacted by US$ denominated input costs, partly offset by further penetration of the MarsXTM cabinet 1. ANZ FY23 results are in constant currency, where they are restated using exchange rates applying in 2022 13
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