Slide 1: AI For Multi-Mission C-UxS: 1Q 2025 Quarterly Results Investor Presentation
Image: DroneSentry-X C-UxS detect and defeat system on an airfield For personal use only Artificial Intelligence For Multi-Mission C-UxS 1Q 2025 Quarterly Results Investor Presentation April 2025
Slide 2: Surge in C-UAS Demand Globally
Surge in C-UAS Demand Globally (December YE) 1Q2025 showing revenues up 102% and cash receipts up 135% (compared to 1Q24). SaaS revenue is up 198%. The difference between revenues and cash receipts is mostly due to several 1Q deliveries having payments due in 2Q. For personal use only Revenues (A$m)
Slide 3: Accelerating the Business
Accelerating the Business Strong start to 2025 across all key areas of the business For personal use only • 1Q2025 revenue of $33.5 million (1Q2024 revenue: $16.6 million) o Highest revenue quarter in DroneShield history to date o 102% growth QoQ vs 1Q24 o $94.4 million of revenue already either rec
Slide 4: Accelerating the Business (continued)
Accelerating the Business (continued) Rapid push into technology innovation and higher sales cadence, supported by efficient operational processes and robust systems infrastructure For personal use only • Current team of 306 staff includes 217 engineers for driving the AI technology development o 33
Slide 5: DroneShield Solutions Today: Market Pioneer in C-UAS Technology
DroneShield Solutions Today: Market Pioneer in C-UAS Technology at the Forefront of Innovation Complete Multi-Mission Counter-Drone Arsenal with the Best Product for Every Scenario Dismounted Defeat Dismounted Detection On-The-Move/Fixed Site For personal use only DroneGuns RfPatrol Mk2 DroneSentry
Slide 6: Sales Pipeline at $1.6bn
Sales Pipeline at $1.6bn (as of April 2025) Diverse pipeline across geographies, customers, products and stages of maturity of the deals For personal use only $428m / 102 projects $503m / 57 projects ● Tariffs are substantially a pass-through ● 3 on the ground senior personnel in Europe due to diffe
Slide 7: Thank you
Thank you For personal use only Australia Office (Headquarters) U.S. Office DroneShield Limited DroneShield LLC Level 5, 126 Phillip St 7140-B Farm Station Rd, Sydney NSW 2000 Warrenton, VA 20187 www.droneshield.com investors@droneshield.com 7
Slide 8: Appendices: Other Information
For personal use only A APPENDICES Other Information
Slide 9: The Changing Landscape of Warfare
The Changing Landscape of Warfare Technology in warfare is advancing rapidly, making it crucial to stay at the cutting edge to maintain military superiority For personal use only Role of ● Advanced technology is crucial for maintaining military superiority – the integration of sophisticated systems
Slide 10: A Decade of Prediction, Execution and Agility
DroneShield: A Decade of Prediction, Execution and Agility DroneShield is utilising its current leadership role in the sector to lead the next phase of evolution in C- UxS technology, driven by rapid advances in drone technology For personal use only Counter-drone Phase 1 Counter-drone Phase 2 Trans
Slide 11: Technology Roadmap: Accelerated Development of New Products & Software
Technology Roadmap: Accelerated Development of New Products & Software Capabilities Expansion of DRO solution pipeline will accelerate towards a SaaS based revenue model and further increase gross margins For personal use only Opportunity Approach Outcome ● Next-generation R&D is critical for To fur
Slide 12: How a Counter-drone System Works
How a Counter-drone System Works DRO performs all steps of the process For personal use only Step 1 Step 2 Step 3 Step 4 Bespoke sensor solutions provide Machine Learning and AI based Respond / defeat technologies Review by visualising event data optimal Detection and detection and classification of
Slide 13: DRO "Secret Sauce"
DRO “Secret Sauce" C-UxS pioneer, full in-house suite of multi-mission products, culture of innovation and deep channels to market For personal use only Market leading, differentiated AI technology Complete product, integration and geographic coverage All hardware (except radar and camera) developed
Slide 14: Counter-drone Detection Solutions
Counter-drone Detection Solutions DRO uses multi-sensor drone detection for optimal results, unaffected by time of day or weather For personal use only Radio Frequency Radar* Cameras* Acoustic* Imagery Overview ● Foundational layer ● Motion tracker - emits signals ● Electro-Optical (EO), Infrared ●
Slide 15: Counter-drone Defeat Solutions
Counter-drone Defeat Solutions DRO uses smart jamming which has advantages over other technologies, particularly, in its use across civil and military applications, and does not compete against large Defence Primes Traditionally a Defence Prime area, however For personal use only new tech solutions
Slide 16: Leading Technology Utilising Exceptional Market Intelligence
Leading Technology Utilising Exceptional Market Intelligence For personal use only Origin Integrator ✓ ✓ ✓ ✓ ✓ - ✓ - - - ✓ Most extensive DETECT product range from handheld Dism ou nted ✓ - - ✓ - - ✓ - ✓ - to fixed-site Vehicle ✓ ✓ ✓ - - - ✓ ✓ ✓ ✓ solutions Fixed Site ✓ ✓ ✓ - ✓ - ✓ ✓ ✓ ✓ ✓ Large IP
Slide 17: Geopolitical Environment Providing Market Tailwinds
Geopolitical Environment Providing Market Tailwinds • Increased expenditure by Western Governments in response to small drones being used in virtually all conflicts globally and rising geopolitical tensions o Ongoing extensive use of small drones on both sides in the Ukraine-Russia war o NATO member
Slide 18: Counter-Drone Solutions Across Military & Civilian Sectors
Counter-Drone Solutions Across Military & Civilian Sectors The Rapid Proliferation of Drones has Escalated the Potential for Disruptive Incidents For personal use only Commercial Airspace Payload Delivery Intel Gathering Swarms Nuisance Activity Cyber Attacks Deepening the Demand for Robust Counterm
Slide 19: Artificial Intelligence in Electronic Warfare
Artificial Intelligence in Electronic Warfare DRO is favourably exposed to the fast-growing Electronic Warfare business segment For personal use only • Electronic warfare (EW) is any action involving the use of the electromagnetic spectrum (EM spectrum) or directed energy to control the spectrum, at
Slide 20: A Global Company
A Global Company DroneShield is a significantly larger business today with 306 staff, up from 11 in 2017 For personal use only DroneShield’s Rapid Transformation Total Staff (Globally) Global Presence • 2017: Employed 11 staff, focused on early product launches and 306 initial sales 250 • 2018-2019:
Slide 21: Visionary Team of Industry Veterans with Deep Industry Experience
Visionary Team of Industry Veterans with Deep Industry Experience Oleg Carla Matt Tom Red Hans Vornik Balanco McCrann Branstetter McClintock Hoyer For personal use only CEO and CFO and Joint U.S. CEO U.S. VP, Sales Director Sales Director Managing Company Business Director Secretary Development and
Slide 22: Experienced Board with Diverse Skillsets
Experienced Board with Diverse Skillsets Peter has over 30 years’ experience in the Technology, Richard brings significant experience in technology, Telecommunications and Media Industries, and has strategy and rapid scaling globally and has a successful extensive experience as Chair, Non-Executive
Slide 23: Capital Structure
Capital Structure Capital Structure (29,000 shareholders) Research Coverage DRO Shares on Issue 873,465,159 DRO Options on Issue1 57,499,000 For personal use only Fully Diluted Shares on Issue 930,964,159 Fully Diluted Equity Value2 $1,070.6m Cash (as of 14 April 2025) $196.6m Debt - Fully Diluted E
Slide 24: Important Notices and Disclaimer
Important Notices and Disclaimer This presentation has been prepared by DroneShield Limited ACN 608 915 859 ("DroneShield" or "Company"). This presentation contains summary information about DroneShield and its associated entities, and their activities current as at the date of this presentation. Th