DroneShield (DRO) Investor presentation summary

Market positioning and industry trends

• Positioned as a global leader in the rapidly growing counter-drone industry, serving both military and civilian sectors.

• Geopolitical tensions and conflicts, notably Ukraine, have accelerated demand for counter-drone solutions.

• Counter-drone market remains underpenetrated, with a total addressable market of $60bn for military and $28bn for civilian applications.

• Traditional defense primes are less agile, creating opportunities for innovative, cost-effective solutions.

• Only publicly listed pure-play counter-drone company globally.

Financial performance and growth

• Achieved record revenue of A$92.9m in 3Q25, up 1,091% year-over-year, with YTD 2025 committed revenues at A$193.1m.

• Cash receipts reached A$77.4m in 3Q25, up 751% year-over-year.

• SaaS revenues grew 400% year-over-year, with all new products carrying SaaS components.

• Operating cashflow turned positive at A$20.1m in 3Q25, targeting ongoing profitability.

• Gross profit margin is approximately 65%, with fixed cash costs around A$100m per year.

Sales pipeline and market opportunities

• Sales pipeline stands at A$2.55bn as of October 2025, with over 300 projects across geographies and sectors.

• Largest opportunity in the pipeline is valued at $800m, with five projects over $100m each.

• Civilian sector expected to contribute up to 50% of revenue within five years.

• Significant presence in the US, UK, Europe, Australia, Asia, and LATAM, with regional manufacturing and sales hubs planned.