Defence Holdings Plc · LSE:ALRT
Defence — Investor Presentation (2025)
13 slides from Defence's investor presentation, 2025
Slide 1: Defending Tomorrow, Today
DEFENCE HOLDINGS The UK's First Listed Platform for Strategic Defence Innovation LSE ALRT Defending Tomorrow, Today © 2025 Defence Holdings PLC. All rights reserved. Strictly private and confidential.
Slide 2: ~ © 2025
~ © 2025 Defence Holdings PLC. All rights reserved. Strictly private and confidential. 01
Slide 3: Building the most important new defence company in the UK
— We are building the most important new defence company in the UK - one that's technology-first, mission-led, and open to public market investors. In a world where traditional defence players move slowly and private innovators + remain inaccessible, Defence Holdings offers the market something unpr
Slide 4: The Defence Sector is Changing, but Public Markets Can't Access It
— The Defence Sector is Changing, but Public Markets Can't Access It. Global defence spend has surged to over $2.5 trillion, with the sharpest growth in Al, cyber, autonomy, and simulation. > Large primes like BAE and Raytheon are diversified and hardware-led. > Innovators like Anduril and Helsing a
Slide 5: Defence Holdings: A Public Platform for Strategic Defence Innovation
— Defence Holdings A Public Platform for Strategic Defence Innovation. Capitalising on the UK’s world-class defence innovation ecosystem and sovereign imperative, Defence Holdings leverages Britain’s unique position as a trusted ally with independent defence requirements. > Alisted vehicle designed
Slide 6: Sovereign Defence
— Sovereign Defence Addressing critical capability gaps where UK/European dependence on US technology creates strategic risk. Incubation (Defence Technologies) + M&A Building the Defence Technologies platform with world-class founders, technologists, and operational teams. Acquiring high-potential U
Slide 7: Transformational Alliance
Transformational Alliance — Powering the Future of Sovereign Defence Al. @ whitespace Long-term strategic partnership with Whitespace, a leading UK Al infrastructure company. espace powers the first Al system deployed on a UK warship Founding member of Oracle Defence Ecosystem Embedded in ure MOD an
Slide 8: What We're Building
What We're Building — The Sovereign Al Defence Product Stack Built on Collective OS, tailored for MOD-grade requirements. O O oO Al Agents for Information & Critical Infrastructure Drone Warfare Defence Operations Influence Warfare Defence & Aggregation Deployable infrastructure for: > Autonomous de
Slide 9: Our Board
Our Board + + + James Andy Brian Norwood McCartney Stockbridge Non-Executive Non-Executive Director Chairman Director Ex-Royal Navy, Raytheon executive, Chair Founder of Whitespace, ex-Microsoft Ventures Capital markets veteran, First Sentinel + + + Anthony Ian Yarwood Derek Stazicker CGC Lovatt Le
Slide 10: Why Now: Market Opportunity
Why Now — Market Opportunity. Global defence budgets are expanding at record pace, with Al and cyber now priority spending areas post-Ukraine The Ministry of Defence has launched the “Engine for Growth” to accelerate sovereign technology development and reduce reliance on foreign suppliers Allied eq
Slide 11: Why Now: Public Market Advantage
Why Now — Public Market Advantage. The future of UK defence technology shouldn’t be private, opaque, or foreiqn-controlled. It should be sovereign, accountable, and listed. Public, transparent, Capital formation at and democratically aligned national scale We believe sovereign capability should not
Slide 12: Capital Structure
pital Structure SHARES IN ISSUE 1.95bn +540% Share price since change of business strategy (20th May) © 2025 Defence Holdings PLC. All rights reserved. Strictly private and confidential.
Slide 13: Built for This Moment
DEFENCE — Built for This Moment. The UK cannot afford to depend on foreign technology for its most critical defence systems. Defence Holdings is the sovereign answer -a listed platform building the Al and cyber capabilities that will define national security for the next generation. This is Britain’