Rocketdna Ltd · ASX:RKT
Rocketdna — Investor Presentation (March 2026)
16 slides from Rocketdna's investor presentation, Mar 23, 2026
Slide 1: Investor Update
ASX: RKT For personal use only Investor Update 23 March 2026 Authorised for release by the Board of RocketDNA Ltd
Slide 2: Disclaimer
Disclaimer Summary Not Financial or Product Advice No representation, warranty or assurance (express or implied) is given or made in relation to any forward-looking This presentation has been prepared by RocketDNA Limited. (“RocketDNA” or the “Company”) based on This presentation is for information
Slide 3: About Us
About Us Leveraging AI & Autonomous Drone Technology, we help decision makers obtain practical insights in fast-changing environments For personal use only Recurring Tier-1 Mining Australia & Africa Offices Operations ASX: RKT Revenue Customers Operations
Slide 4: Company Snapshot
Company Snapshot Deploying Autonomous Drones at Scale for Enterprise For personal use only Market Cap1 HNW/ Family Office $26.02M 32.8% Share Price $0.022 at 20-Mar-2026 Enterprise Value (A$)4 Register $23.15M Cash Retail Breakdown3 $3.862M 55.4% As at 31-Dec-2025 Debt2 Founders & 7.3% $0.995M Manag
Slide 5: Financial Highlights Q4 2025
Financial Highlights Q4 2025 An Inflection Point for the Business $2.482M $533K For personal use only Group Revenue (Q4 FY25)1 Monthly Recurring Revenue +32% QoQ (MRR, Feb 2026)2 $94K Net Operating Burn Rate (per month, Q4 FY25)1 1. Source: RocketDNA ASX Quarterly Activities Report (Dec 2025) and su
Slide 6: Operational Highlights
Operational Highlights Enabling Faster & Better Decisions for our Customers 490 (+47%) 18 (8) For personal use only Monthly Active Users (SaaS)1 xBots Deployed (HaaS)2 (QoQ +Growth/-Loss) (Pipeline)3 2,553 (+11%) Monthly Missions (DaaS)4 (QoQ) 1. Software-as-a-Service: unique logins to our proprieta
Slide 7: Investment Highlights
Investment Highlights A Growth Story in the Autonomous Commercial Drone Sector Recurring Revenue Model Strong Tailwinds Data-as-a-Service commercial 1 2 Growing demand for scalable For personal use only model enabled by blended automation solutions for large hardware, software & data services enterp
Slide 8: Customer Drivers
Customer Drivers A Perfect Storm of Critical Issues Operational Complexity Rising Costs & Productivity As high-grade ore-bodies are exhausted, miners are Due to skills crisis, wages remain elevated while For personal use only moving into remote and geologically complex regions. productivity is decli
Slide 9: RocketDNA's Solution
RocketDNA’s Solution End-to-end drone infrastructure platform Fas ter & Ac cu ra ts te os D C e g Vendors ci n ti si g ra on rin So pe e -m ne ft rO API’s w For personal use only End-Users ak & gi Int we ing eg En t® ar Bo ra e& Lo & ti are x Da on 3rd Party Software & dw ta Al Applications Har Surv
Slide 10: Skylink: The Operating System for Autonomous Drone Fleets
® Skylink The Operating System for Autonomous Drone Fleets The Problem Enterprises stall at small-scale deployments No fleet control, airspace management or workflow integration For personal use only Skylink enables 100+ Unit Deployments Simple and easy-to-use interface for mission requests Fleet ma
Slide 11: Q4 2025 Quarterly Results
Q4 2025 Quarterly Results Delivery Results for our Customers & Shareholders Current Customers on Contract Momentum For personal use only Expansion Drive ~$2.73m in new contracts First contract secured with BHP Iron Ore Land and Expand strategy ~$1.0m BMA purchase orders for multi-site SurveyBot depl
Slide 12: Quarterly Financial Highlights Q4 2025
Quarterly Financial Highlights Q4 2025 Revenue (unaudited) Cash Receipts 2.5 For personal use only 2.0 1.5 32% Revenue Growth (QoQ) 1.0 0.5 0.0 Mar Qtr 2025 Jun Qtr 2025 Sep Qtr 2025 Dec Qtr 2025 Source: RocketDNA ASX announcements (Q4 FY25 Quarterly).
Slide 13: Revenue Growth
Revenue Growth Long-term Positive Revenue Trend - Transitioning to recurring revenue model 8 For personal use only 17.8% 6 Revenue CAGR 4 (‘20 - ’25) 2 0 FY2021 FY2022 FY2023 FY2024 FY2025 Annual Revenue (A$M) Source: RocketDNA ASX announcements (Q4 FY25 Quarterly).
Slide 14: Initial Australian Market Opportunity
Initial Australian Market Opportunity Projected 5-10 Year Market Potential for Drone-in-a-Box Systems in Australia Global expansion significantly larger For personal use only Utilities Oil & Gas Water, Power, Trains & Roads Well Pads, Remote Pipelines, Decommissioning Mining $489M $387M Surface Oper
Slide 15: Strategic Priorities
Strategic Priorities H1 2026 Land & Expand Increasing the Moat (and Margin) For personal use only Continue to develop opportunities within Investment in programmes that enable us Tier 1 & 2 mining and expand software to achieve more complex regulatory and data services offering to increase approvals
Slide 16: Contact
Contact Chris Clark For personal use only Managing Director & CEO contact@rocketdna.com Mark Flynn Investor Relations investors@rocketdna.com Authorised for release by the Board of RocketDNA Ltd