DUKE Robotics (DUKR) Investor presentation summary

Business overview

• Focuses on advanced UAV systems for surveillance, reconnaissance and combat, alongside robotic inspection and maintenance of critical energy infrastructure.

• Product portfolio includes Bird of Prey, a stabilized drone-mounted remote weapon system; IC Drone for high-voltage insulator cleaning and monitoring; and AEROTRACE for AI-assisted aerial infrastructure intelligence.

Market opportunity

• Global electric insulator market estimated at $16.7B in 2025 and projected to reach $26.6B in 2034.

• Global combat drone market projected to reach $17.3B by 2034, at an 8.9% CAGR.

• Greece's grid spans 253K km of power lines, with an estimated ~10M insulators potentially requiring cleaning and monitoring; its grid also serves Macedonia and Cyprus.

• Greece's national transmission operator plans $9B+ in grid infrastructure investment over the next 10 years.

Defense segment

• Bird of Prey, formerly TIKAD, combines stabilized fire control, autonomous target recognition and modular weapon payloads for remote engagement and force protection.

• Elbit Systems Land holds an exclusive worldwide license for the technology under a 2021 agreement; Elbit invests in further development and production and received engineering materials for an upfront payment.

• Initial royalties from Elbit-related revenue were recognized in Q2 2025; royalties received to date were approximately $20,000. An April 2025 marketing expansion may add commission fees on sales generated through direct marketing.

• Israeli television featured Bird of Prey in August 2025 as part of reported IDF drone warfare capabilities during the Iron Swords war.