Defsec Technologies Inc. · TSXV:DFSC
Defsec Technologies — Investor Presentation (February 2026)
16 slides from Defsec Technologies's investor presentation, Feb 12, 2026
Slide 1: Next-Generation Technologies for Military and Public Safety Missions
NEXT-GENERATION TECHNOLOGIES FOR MILITARY AND PUBLIC SAFETY MISSIONS DEFSEC Technologies Inc. (NASDAQ & TSXV: DFSC) February 12, 2026
Slide 2: Disclaimer
DISCLAIMER Non-Reliance financial history, including a history of losses, the early stage of the business, operating in an industry populated with This presentation does not provide full disclosure of all material facts relating to DEFSEC Micro Systems Inc, or its significantly larger competitors, d
Slide 3: In Brief
IN BRIEF Our mission We’re committed to building long-term sustainable value by commercializing proprietary technologies aligned with the modernization of NATO and partner nations and public safety agencies around the world to advance safety, survivability and effectiveness. Defence Focus Public Saf
Slide 4: Introduction
INTRODUCTION Leadership Ahead We are a team of accomplished industry We’re on our way, with technologies that executives with a track record of previous have attracted strategic industry partners notable private and public company and with first pathfinding sales in North ventures that commercialize
Slide 5: Leadership
LEADERSHIP David E. Luxton Sean Homuth Chairman President and Chief Executive Officer David Luxton is a recognized entrepreneur in the defense and security industry. He was an infantry officer and Sean Homuth is a senior financial executive with more than 20 years of experience working with both sen
Slide 6: Leveraging Our Core Digitization Technologies and Capabilities
LEVERAGING OUR CORE DIGITIZATION TECHNOLOGIES AND CAPABILITIES Foundational: Android Team Awareness Kit (“ATAK” for military users, “TAK” for law enforcement and emergency response) MILITARY MARKET PUBLIC SAFETY MARKET ATAK-enabled DEFSEC products TAK-enabled DEFSEC products PRODUCTS PRODUCTS Fire c
Slide 7: Flagship Product – DEFSEC Lightning
FLAGSHIP PRODUCT – DEFSEC LIGHTNINGTM Problem Solution Law enforcement lack modern situational DEFSEC LightningTM – A new SaaS-based service for modern awareness tools continuous shared situational awareness on any smart device for § Coordination among responding officers (and between coordinated cr
Slide 8: Flagship Product – DEFSEC Lightning
FLAGSHIP PRODUCT – DEFSEC LIGHTNINGTM Addressable Market Strategy In the United States alone there are more than 1 million law DEFSEC is seeding the market now among influential bluechip agencies by enforcement officers1 in approximately 17,500 agencies1 offering the subscription to a limited group
Slide 9: Public Safety Physical Products
PUBLIC SAFETY PHYSICAL PRODUCTS
Slide 10: Less-Lethal Munitions Products – ARWEN
LESS-LETHAL MUNITIONS PRODUCTS – ARWEN® ARWEN® 37mm Acquisition and Potential Break-Out Strategy with 40mm § Acquired December 2021 § Long-established product line with 40-year heritage § Used for public order and high-risk arrests by tactical teams § Media coverage of safe conclusion to incidents,
Slide 11: A New Less-Lethal Munitions System – PARA SHOT
AND, A NEW, LESS-LETHAL MUNITIONS SYSTEM – PARA SHOT™ Application to All Less-lethal Missions Public order operations Prison cell extractions Subjugation of suspects Dangerous animal control High-risk arrests Personal and home protection Breakthrough Patented Technology & Deep Domain Expertise A nex
Slide 12: Financials and Outlook
FINANCIALS AND OUTLOOK
Slide 13: Key Balance Sheet Data and Cap Table
KEY BALANCE SHEET DATA AND CAP TABLE (in CAD$) As at December 31, 2025 Cash $5,037,424 Working capital $5,759,211 Long-term debt $0 As at February 12, 2026 Common shares 1,993,626 Warrants* 1,694,267 Pre-funded warrants* 722 Warrant liabilities* 45,425 U.S. Underwriter warrants* 131,926 Stock option
Slide 14: Outlook
OUTLOOK Strong revenue growth with increase to annualized revenue run rate of CAD $9.0M as of Q2 261 Defence § Continued ramp-up of awarded CAD $136M DSEF joint venture contract with Thales and Akkodis under 5-year DND contract (underway) – DEFSEC portion up to CAD $27M over 5 years, plus additional
Slide 15: Key Attributes
KEY ATTRIBUTES § Stable long-term high-growth global industry. § Seasoned management with a proven track record of success. § Strong go-to-market industry partnerships with prime defence contractors. § Extensive IP portfolio. § Scalable outsourced manufacturing model for operating leverage. § Produc
Slide 16: Thank You
THANK YOU SEAN HOMUTH President & +1 (613) 863-1255 JENNIFER WELSH Chief Financial Officer & Chief Executive Officer Chief Compliance Officer +1 (613) 297-6326 DEFSEC Technologies Inc. (NASDAQ & TSXV: DFSC) February 12, 2026
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