Slide 1: Artificial Intelligence Multi-Mission Counterdrone Solutions
Image: DroneSentry-X counterdrone detection and defeat system deployed at a sensitive facility Artificial Intelligence Multi-Mission Counterdrone Solutions 2Q25 Results - Investor Presentation July 2025
Slide 2: Global Tailwinds in Defence Spending Resulting in Attractive Outlook for Counterdrone/C-UxS Technology
Global Tailwinds in Defence Spending Resulting in Attractive Outlook for Counterdrone/C-UxS Technology Increasing Geopolitical Threat Profile 1 Global defence spend at all-time-high1 Russia: ● ● NATO’s defence spending raised from 2% to 5% of GDP by 2035 ● Significant covert operations (sabotage, cy
Slide 3: Counterdrone is a US$10bn+ TAM, yet a negligible market saturation
Counterdrone is a US$10bn+ TAM, yet a negligible market saturation given the nascent state of the industry There is a significant market opportunity “for grabs”, and DRO is well-positioned Military Vehicles – Mounted Airports – Fixed Sites Military – Portables $25k – $200k each $125k - $2m each $20k
Slide 4: Key Highlights (A$)
Key Highlights (A$) The business is rapidly expanding across key metrics Record financial performance Executing on material pipeline Positioned to win and scale $72.3m $2.33bn 285 HY2025 revenue Pipeline July 2025 World-class engineers • Up 210% (vs. HY24) - Highest HY to date • Up 112% (vs. HY24) •
Slide 5: Continuing to Deliver Significant Growth in Revenue and Earnings
Continuing to Deliver Significant Growth in Revenue and Earnings HY2025 revenues up 210% and cash receipts up 184% (compared to 2Q24). SaaS revenue is up 177%. The difference between revenues and cash receipts is mostly due to several 2Q deliveries having payments due in 3Q. Revenues (A$m) Customer
Slide 6: Sales Pipeline at $2.33bn (as of July 2025)
Sales Pipeline at $2.33bn (as of July 2025) Diverse pipeline across geographies, customers, products and stages of maturity of the deals. The pipeline covers opportunities for remainder of 2025 and 2026. $684m / 100 deals $1bn / 56 deals ● Sales YTD: $14m (20% YTD revenue) ● Sales YTD: $12m (16% YTD
Slide 7: Unmatched End-to-End C-UxS Solutions Worldwide
Unmatched End-to-End C-UxS Solutions Worldwide… Complete multi-mission counter-drone solutions with the best product for every scenario Dismounted On-The-Move & Fixed Site AI AI AI Detect 15% (FY24: 34%) RfPatrol Defeat 22% 63% FY25 (FY24: 47%) (FY24: 19%) RELEASE DroneGun Mk4 DroneGun Tactical Dron
Slide 8: ...And Proprietary AI-powered Software Solutions
…And Proprietary AI-powered Software Solutions AI Software solutions used for multi-mission threat protection and counterdrone defence Radiofrequency AI (RFAI) and RFAI-ATK DroneSentry-C2 (with SFAI) Electronic Warfare & Signals Intelligence DroneSentry-C2 DroneSentry-C2 Tactical AI / ML signal dete
Slide 9: A Pioneer Leading the Market in Innovation and Quality
A Pioneer Leading the Market in Innovation and Quality Global pioneer Fully in-house at the forefront development and 270+ world class $50m+/year of R&D Technical differentiators of manufacturing engineers investment counterdrone capabilities (except technology radar and camera) AI-powered SaaS Subs
Slide 10: Technology Roadmap: Accelerating the Development of New Generation Products & Software Capabilities
Technology Roadmap: Accelerating the Development of New Generation Products & Software Capabilities Expansion of DRO solution pipeline will accelerate towards a SaaS based revenue model, further increase gross margins, and well-position DRO to always be at the forefront of C-UxS technology Accelerat
Slide 11: Executing on our Strategic Priorities
Executing on our Strategic Priorities Leveraging our established and scalable platform to execute on growth levers 2025-2026 2027-2028 2029+ ● Launch of next-gen hardware ● Grow pipeline by 100%+ to $5bn ● Majority of revenue from SaaS, across product families long term C-UxS contracts and EW ● Roll
Slide 12: Thank you
Thank you 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 12
Slide 13: Other Information
Image: Colorado Army National Guard uses DroneShield’s DroneGun Mk4, transforming the U.S. military’s combat readiness | Photo by Melissa Escobar-Pereira A APPENDICES Other Information The appearance of U.S. Department of Defense (DoD) visual information does not imply or constitute DoD endorsement
Slide 14: A Global Company
A Global Company A significantly larger and growing business today with 363 staff, up from 11 in 2017 DroneShield’s Rapid Transformation Total Staff (Globally) Global Presence • 2017: Employed 11 staff, focused on early product launches and 363 initial sales 250 • 2018-2019: Staff-growth to focus on
Slide 15: Detection Solutions
Detection Solutions DRO is an integrator as well as sensor maker, combining own and 3rd party solutions, for optimal multi- sensor results Radio Frequency Radar* Cameras* Acoustic* Imagery Overview ● Foundational layer ● Motion tracker - emits signals ● Electro-Optical (EO), Infrared ● Compares nois
Slide 16: Counterdrone Defeat Solutions
Counterdrone 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 A Defence Prime area, such Traditionally a Defence as Kongsberg or EOS Prime area, how
Slide 17: Leading Technology Utilising Exceptional Market Intelligence
Leading Technology Utilising Exceptional Market Intelligence Origin Integrator ✓ ✓ ✓ ✓ ✓ - ✓ - - - - ✓ Most extensive DETECT product range from handheld Dism ou nted ✓ - - ✓ - - ✓ - ✓ - - to fixed-site Vehicle ✓ ✓ ✓ - - ✓ ✓ ✓ ✓ ✓ ✓ solutions Fixed Site ✓ ✓ ✓ - ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ Large IP DEFEAT portfol
Slide 18: Visionary Team of Industry Veterans with Deep Industry Experience
Visionary Team of Industry Veterans with Deep Industry Experience Oleg Vornik Matt McCrann Angus Bean Nathan Vardanega CEO and Managing Director U.S. CEO CTO and CPO COO Majority of the DRO senior team has been with the business for most of its history, delivering rapid growth Paul Cenoz Carla Balan
Slide 19: Technical Leadership Team
Technical Leadership Team Driving Innovation of C-UxS Capabilities 15+ Total Company Employees: 363 [x]+ Denotes years of experience ANGUS BEAN Chief Product and Technology Officer 27+ 8+ 26+ 24+ 14+ 28+ ALLEN TRAC LAWRENCE MARYCHURCH CARL NORMAN ANGUS HARRIS MATHIAS BERG-JOHANSEN SASHA BISKUP VP, P
Slide 20: Multi-Disciplinary Engineering Team
Multi-Disciplinary Engineering Team Delivering End-to-End In-House Capability TECHNOLOGY TEAM DESIGN & NEW QUALITY SECURITY & PRODUCT PRODUCT SENSORS & EFFECTORS SOFTWARE ENGINEERING PLATFORMS INTRODUCTION • Product Management Digital Design AI / Algorithm UI / API AI / Algorithm Systems Engineering
Slide 21: Capital Structure
Capital Structure Capital Structure (29,700 shareholders) Research Coverage DRO Shares on Issue 874,618,854 DRO Options on Issue1 57,083,361 Fully Diluted Shares on Issue 931,702,215 Fully Diluted Equity Value2 $2,795.1m Cash (as of 24 July 2025) $192.0m Debt - Fully Diluted Enterprise Value $2,603.
Slide 22: 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