DroneShield (DRO) investor relations material

Market leadership and mission

• Recognized as a global leader in counter-drone technology, with deployments in over 70 countries across military, government, and critical infrastructure sectors.

• Mission centers on delivering reliable, scalable, and operationally effective counter-drone solutions to protect people and assets.

• Solutions are built on integrated detection, identification, and defeat, leveraging multi-technology sensing and AI-driven classification.

• Thousands of deployments and a decade of operational experience provide a unique, real-world threat dataset and proven platforms.

Product ecosystem and innovation

• Offers a multi-layered counter-UxS ecosystem, integrating RF, radar, optical, acoustic, and kinetic effectors for comprehensive protection.

• Next-generation products, including RfAI-3 and RfRecon, use adaptive AI for real-time detection of both known and novel drone threats.

• Command-and-control software (DroneSentry-C2) enables automated situational awareness, analytics, and recurring revenue through software updates.

• Hardware and software platforms are designed for interoperability and tailored to diverse operational environments.

Financial performance and growth

• FY2025 revenue reached $216.5M, a 276% increase year-over-year, with strong gross profit and positive cash flow.

• FY2026 committed revenue at $206M after 7 months, with a full-year outlook of $250M–$270M, representing 15–25% growth.

• Recurring revenue is building, driven by software subscriptions and services, with a target gross margin of ~65% for FY2027.

• Revenue is diversified across regions and product types, with Europe & UK accounting for 45% of FY2025 revenue.