Droneshield Limited · ASX:DRO

Droneshield — Shareholder Meeting (May 2026)

20 slides from Droneshield's shareholder meeting presentation, May 29, 2026

  1. Slide 1: Counter-Drone Solutions: AI-Powered, Field-Proven, Deployed Globally

    For personal use only Counter-Drone Solutions AI-Powered, Field-Proven, Deployed Globally ASX:DRO | Annual General Meeting | 29 May 2026 1

  2. Slide 2: Important Notices and Disclaimer

    Important Notices and Disclaimer This presentation has been prepared by DroneShield Limited ACN 608 915 859 ("DroneShield" or Past performance "Company"). This presentation contains summary information about DroneShield and its Past performance information (including past share price performance of

  3. Slide 3: The World Has a Drone Problem. We Solve It

    The World Has a Drone Problem. We Solve It Our Position ▪ DroneShield is the global leader in counter-drone technology For personal use only ▪ Representation in 70+ countries: Tier 1 militaries, government agencies, law enforcement, and critical infrastructure operators ▪ Deployed across conflict zo

  4. Slide 4: Mission Critical Need for Counter-Drone Solutions

    Mission Critical Need for Counter-Drone Solutions Segments are significant, with each supported by multi-channel tailored Go-To-Market Strategy MILITARY & GOVERNMENT (US$35B TAM) DIRECT For personal use only ▪ 25 sales personnel in 7 countries to service core markets ▪ Support end-users, partners an

  5. Slide 5: Hardware Wins the Deal. Software Compounds the Value

    Hardware Wins the Deal. Software Compounds the Value Architecture Enterprise For personal use only ▪ C2 offers automated situational awareness, monitoring and threat response with real- DroneSentry-C2 Enterprise time alerts, analytics and reporting operating Command-and- system Control (C2) ▪ Recurr

  6. Slide 6: Multi-Layered Counter-UxS Ecosystem

    Multi-Layered Counter-UxS Ecosystem C-UxS is not a product. It's a system designed around the end-user, the area of operation, and the threat For personal use only DroneShield Solutions LAYER RF Detect & Defeat 1 DroneShield Flagship Sensors & Effectors LAYER DroneSentry-C2 / C2 Enterprise 2 DroneSh

  7. Slide 7: Multi-Layered Solutions in Effect

    Multi-Layered Solutions in Effect We work with end-users to define their counter-drone requirements and deliver interoperable, multi-layered solutions tailored to their environment For personal use only Example configuration. Diagram not to scale. 7

  8. Slide 8: Competitive Differentiators

    Competitive Differentiators For personal use only Largest real-world Users and partners in over Expanding scopes and dataset for C-UxS solutions 70 countries repeat orders DATA & AI ADVANTAGE GLOBAL PRESENCE MOMENTUM Over 10 years $70M R&D spend Increasing mix of in-field deployment with 350+ engine

  9. Slide 9: C-UxS Thematics and Developments

    C-UxS Thematics and Developments Worldwide acknowledgement of the drone threat, spanning military, government and commercial sectors, is driving sustained momentum in regulation and funding. For personal use only USA Europe & UK ▪ C-UAS Budget request ▪ €800B Re-Arm Europe Plan / Defence Readiness R

  10. Slide 10: Record Results in FY2025

    Record Results in FY2025 Pivotal year reflecting the strength of DroneShield’s offering, the growing global appetite for its solutions, and its position as the technology leader in counter-drone market. For personal use only 74% of Revenue (A$M) FY2025 Revenue FY2025 Revenue by Region FY Revenue 8.0

  11. Slide 11: Strong Momentum in FY2026 Committed Revenue

    Strong Momentum in FY2026 Committed Revenue Committed Revenue is at $161M, up 61% on PCP and 74% of Total Revenue in FY2025 Current 2026 Committed Revenue has grown by $68M For personal use only ▪ Q1 record cash receipts ($77.4M), 2nd highest revenue ($74.1M) with many repeat, reorder and expansion

  12. Slide 12: Framing the Future. Delivering on Revenue

    Framing the Future. Delivering on Revenue DroneShield is maturing, and the reporting of opportunities and insights into its future also need to mature Insights on Opportunities For personal use only Opportunities by Region ▪ Intentional reframing of the substantial multi-billion pipeline which conti

  13. Slide 13: Illustrative Growth in Military End-User

    Illustrative Growth in Military End-User DroneShield’s consistency with proven solutions ultimately results in strong growth with its end-users, and a leading reputation in the market For personal use only Case Study Cumulative Order Value of ▪ Long-standing partnership with a Western European Milit

  14. Slide 14: Strategic Priorities for Sustainable Growth

    Strategic Priorities for Sustainable Growth 2030 Goal: Revenue of $1B with >30% from recurring revenue For personal use only Credit: AAP Image/Ritzau 1. Accelerate Global 2. Activate Next Generation 3. Expand and Diversify Operational Reach C-UxS Capabilities Markets and End-Users ▪ Scaled regional

  15. Slide 15: Counter-Drone Solutions

    For personal use only Counter-Drone Solutions Australia Registered Office U.S. Office European Office DroneShield Limited DroneShield LLC DroneShield B.V. Level 5, 126 Phillip St 7140-B Farm Station Rd Herengracht 420 Sydney NSW 2000 Warrenton, VA 20187, USA 1017BZ Amsterdam, Netherlands Appendix at

  16. Slide 16: Board Composition

    Board Composition A considered evolution of the Board, with active plans to bring additional and varied skills to support the next stage of growth For personal use only Angus Peter Hamish Simone Jethro Richard Bean James McLennan Haslinger Marks Joffe – – – – – – Chief Executive Independent Non- Ind

  17. Slide 17: Seasoned Leadership with Deep Subject Matter Experience

    Seasoned Leadership with Deep Subject Matter Experience For personal use only Angus Bean Carla Balanco Louis Gamarra Michael Powell Ray Fitzgerald Angus Harris – – – – – – CEO & Managing CFO & Joint Chief Commercial Chief Operating President, Chief Technology Director Company Secretary Officer Offic

  18. Slide 18: The Evolution of a Global Company Based in Australia

    The Evolution of a Global Company Based in Australia Founded in USA IPO on ASX Product range expansion Ukraine war and >40 countries U.S and EU expansion Two U.S. scientists A$7M raised on Addition of RF, radar, camera & Global deployments incl. use Major contract wins. develop acoustic A$20M valuat

  19. Slide 19: Reconciliation of Statutory to Underlying Metrics

    Reconciliation of Statutory to Underlying Metrics DroneShield has no debt ($223M cash) and a low capex base, resulting in high conversion of underlying EBITDA to underlying PBT 8.5 36.5 For personal use only A$000​ FY2025​ FY2024​ 23.5 Statutory profit/(loss) after income tax 3,521 (1,320) Less: Inc

  20. Slide 20: Glossary of Terms

    Glossary of Terms Key acronyms used in drone and counter-drone ecosystem BVLOS Beyond Visual Line of Sight ITAR International Traffic in Arms Regulations (U.S.) For personal use only C2 Command-and-Control (software and interface) OTM On The Move C-UAS Counter Unmanned Aerial Systems RF Radio Freque

DroneShield — Shareholder Meeting (May 2026) on 6ix