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Defence Holdings (ALRT) investor relations material
Defence Holdings H2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Completed strategic pivot from esports to defence technology, focusing on AI-enabled software and sovereign digital capabilities.
Established a binding partnership with Whitespace for co-development of defence software and AI agents.
Launched three proprietary products to proof-of-concept stage and initiated the Defence Holdings Accelerator.
Strengthened leadership team with key appointments, including a new CEO and CTO.
Secured first revenue-generating contract with the UK Ministry of Defence post year-end.
Financial highlights
No revenue generated during the year ended 31 March 2026 (prior period: £4.33m).
Operating loss of £4.56m, compared to £2.97m for the 18 months ended 31 March 2025.
Loss after taxation of £4.33m (prior period: £1.28m).
Cash and cash equivalents at year-end: £0.89m (prior period: £0.07m).
Total equity at year-end: £2.73m.
Outlook and guidance
Focus on disciplined execution to convert strategic relationships and product builds into deployable capabilities.
Positioned to benefit from increasing demand for rapid, sovereign AI and software solutions in defence.
Post year-end, raised £4m through a placing and secured first revenue contract, supporting transition to revenue generation.
- Losses narrowed and revenue mix diversified, but funding uncertainty persists.ALRT
H1 202424 Mar 2026 - Shifted to defence tech, cut losses, raised £3.45m, and launched a new AI-focused strategy.ALRT
H1 202524 Mar 2026 - UK-listed platform accelerates sovereign defence innovation in AI and cyber, with strong market momentum.ALRT
Investor presentation24 Mar 2026 - Divested esports assets, pivoted to defence tech, and raised £3.45m for AI-driven growth.ALRT
H2 202524 Mar 2026 - Strong asset growth, new contracts, and strategic partnerships drive momentum despite losses.ALRT
H1 202624 Mar 2026
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