Xer Tech (XER) Stockholm Corporate Finance Defence Day 2026 summary

Market Opportunity and Positioning

• Endurance multicopters are expected to capture a significant share of a SEK 74 billion and growing market, offering a cost-effective alternative to manned and unmanned helicopters.

• UAV markets are experiencing rapid growth, with the defense segment expected to reach $25B in 2026 and UAVs projected to capture a larger share of the $97.1B aerial transport market by 2035, offering up to 75% lower operational costs.

• The company is recognized as a technological leader in long-endurance multicopter drones, with minimal direct competition in this segment.

• Strategic collaborations with major defense integrators like Saab, Thales, and Rheinmetall accelerate entry into large NATO procurement programs.

• European defense valuations surged 70-100% in 2024, but the region still lacks scalable UAV providers, presenting a significant opportunity.

Technology and Product Development

• The X8 hybrid electric drone platform is designed and manufactured in-house, supporting over 20 payload types and rapid reconfiguration for multi-mission use.

• The platform features proprietary hybrid diesel-electric propulsion, modular payloads, and AI-enabled autonomy, with mainly European components reducing supply chain risks.

• The system offers up to 2.5 hours of flight with a 3 kg payload and can lift up to 7 kg, with ongoing development for greater autonomy and payload capacity.

• The technology enables missions in GPS-denied environments and supports ISR, mine detection, maritime operations, and electronic warfare.

• The company does not develop payloads in-house, instead partnering with leading sensor and payload providers for flexibility and rapid tech adoption.

Use Cases and Client Traction

• Proven in both commercial and defense environments, the platform supports maritime and onshore defense, electronic warfare, ISR, mine detection, and commercial applications like powerline inspection and emissions monitoring.

• Defense use cases include electronic warfare, mine and missile detection, anti-submarine warfare, and counter-drone operations, with sensors capable of detecting threats up to 100 km.

• Recent orders include a $478,832 contract for powerline inspection in Zambia and a validated emissions monitoring project with a major oil & gas client, demonstrating 6x lower costs and higher efficiency than alternatives.

• Participation in NATO exercises like REPMUS demonstrates operational capability and supports sales to navies replacing vessels with multiple drone installations.

• The company is scaling production and expects continued strong revenue growth, having doubled revenue from 2024 to 2025.