DroneShield
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DroneShield (DRO) investor relations material

DroneShield H2 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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H2 2025 earnings summary25 Feb, 2026

Executive summary

  • Achieved record FY2025 performance with revenue of A$216.5m, up 276% year-over-year, and underlying PBT of A$33.3m at a 15% margin.

  • Generated AUD 9 million net cash from operations, reinforcing rapid growth and profitability goals.

  • Sales pipeline increased to AUD 2.3 billion, with 295 deals, including 18 over AUD 30 million and one at AUD 750 million.

  • Record revenue growth, with SaaS revenues targeted to exceed 30% of total in five years.

  • Entered S&P/ASX200 in September 2025, expanded global presence to 460 employees across 7 countries, and maintained a robust sales pipeline.

Financial highlights

  • FY2025 revenue reached A$216.5m, a 276% increase compared to FY2024.

  • Underlying EBITDA of AUD 36 million and statutory NPAT of AUD 3.5 million for FY2025.

  • Underlying profit before tax for 2025 was about AUD 33 million, with gross profit margin at 65%.

  • Committed revenue for the year is over AUD 100 million, with an AUD 80 million backlog.

  • Cash balance at year-end was A$209.4m, with three consecutive quarters of positive net operating cash flow.

Outlook and guidance

  • Strong momentum into FY2026 with YTD2026 committed revenue of A$104m.

  • SaaS revenue expected to grow from 5% to 30% of total revenue by 2030.

  • Targeting over $1 billion in annual revenue within five years, driven by both military and civilian markets.

  • Civilian market expected to become 50% of revenue mix as demand grows.

  • Gross profit margin normalized at 65% moving forward.

Detail the plan to achieve 30%+ SaaS revenue by 2030
What measures prevent future finished goods impairment?
Outline the strategy for the US Safer Skies market
SaaS revenue to 30% by 2030: key drivers?
Inventory strategy for rapid $2.4B production
Civilian market penetration: key segments & timeline?
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Frequently asked questions

DroneShield Limited is an Australian and U.S.-based company specialized in counter-unmanned aerial systems (C-UAS) technology. The company focuses on developing and providing advanced solutions for protection against drones and other unmanned systems. Its technology suite includes Radio Frequency (RF) sensing, Artificial Intelligence (AI) and Machine Learning (ML), Sensor Fusion, Electronic Warfare, Rapid Prototyping, and MIL-SPEC manufacturing. DroneShield offers a range of products and services designed for drone detection, identification, and neutralization, catering to military, government, and commercial sectors worldwide. The company is headquartered in Sydney, New South Wales, Australia, and its shares are listed on the ASX.

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