Slide 1: Multi-Mission Artificial Intelligence Counter-Drone Solutions
Image: DroneShield’s rugged, portable command- and-control platform, DroneSentry-C2 Tactical Multi-Mission Artificial Intelligence Counter-Drone Solutions Goldman Sachs Emerging Leaders Conference 9 April 2026
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 associated Past performance information (including past share price perf
Slide 3: Investment Thesis
Investment Thesis DroneShield is the only pure-play counter-drone publicly listed company in the world, and part of a multi-layered approach which deals with the global threat of drones across military and civilian markets “Australian firms are also a “[We need]… more AI “We need to strengthen “The
Slide 4: Company Highlights
Company Highlights FY2025 saw record performance across all key metrics, and provides the foundation for continued strength into FY2026 Robust financial performance Executing on material pipeline Positioned to win and scale A$62.6m A$2.2B 501 Q1 2026 Customer Revenue Potential Sales Pipeline Employee
Slide 5: Record 2025 with Encouraging Momentum for 2026
Record 2025 with Encouraging Momentum for 2026 Off the back of a pivotal year in 2025, initial indicators for Q1 2026 show continued strong growth in 2026, with continued benefit from the operational leverage within the business Revenue (A$m) – 2nd Highest Quarter on Record Customer Cash Receipts (A
Slide 6: Sales Pipeline at $2.2B across 312 projects
Sales Pipeline at $2.2B across 312 projects Diverse pipeline across geographies, customers, products and stages of maturity, providing good line of sight for continued growth through 2026. Combined use of in-country personal and local distribution partners showing returns $268m / 126 projects ● 2025
Slide 7: Unmatched End-to-End Counter-Drone Solutions Offering
Unmatched End-to-End Counter-Drone Solutions Offering DroneShield’s core existing range will be further enhanced with a series of new hardware and software launches commencing Q3 2026 Dismounted On-The-Move & Fixed Site AI FY25: 43% AI FY25: 38% AI RELEASED FY25 Detect RfPatrol FY25: 19% Defeat Dron
Slide 8: Proprietary AI-based SaaS and Software R&D Contracts
Proprietary AI-based SaaS and Software R&D Contracts Quarterly proprietary SaaS, complemented by third party SaaS on radar solutions Device SaaS Site SaaS Enterprise SaaS ● Command-and-control RfAI Next Gen (C2) for DroneSentry detect Detect single site installs DroneSentry-C2 RfAI-Attack Next Gen ●
Slide 9: DroneShield is core to a multi-layered C-UxS ecosystem
DroneShield is core to a multi-layered C-UxS ecosystem DroneShield solutions provide the foundations of a multi-layered approach in counter-drone solutions. With the ability to offer an increasing number of interoperable solutions, our C2 platform becomes the centre-piece for C-UxS end-users DroneSh
Slide 10: Our Competitive Differentiators
Our Competitive Differentiators Fully in-house Global pioneer at development and the forefront of 350+ world-class $70m+/year of R&D Technical differentiators manufacturing counter-drone engineers investment capabilities (except radar technology and camera) AI-powered SaaS Market leading, Substantia
Slide 11: The Shahed Threat
The Shahed Threat The Threat Where DroneShield Fits • Shahed-type drones have fundamentally shifted modern warfare • DroneShield offers cost-effective RF, radar and EO/IR system • 10+ variants spanning propeller, electric and jet propulsion which form an effective detection solution for Shahed drone
Slide 12: Seasoned Leadership with Deep Subject Matter Experience
Seasoned Leadership with Deep Subject Matter Experience Angus Bean Carla Balanco Louis Gamarra Michael Powell CFO & Joint Company CEO and Managing Director Chief Commercial Officer Chief Operating Officer Secretary 9 yrs with DRO 8 yrs with DRO 2 yrs with DRO <1 yr with DRO Ray Fitzgerald Angus Harr
Slide 13: Board Composition
Board Composition A considered evolution of Board to support the next stage of the Company’s growth ● From 1 May 2026, Hamish Peter James Angus Bean Non-Executive Chairman CEO & Managing Director McLennan will join the Board as a (until close of 2026 AGM) (from 8 April 2026) Non-Executive Director a
Slide 14: Executing on our Vision with Measurable Strategic Priorities
Executing on our Vision with Measurable Strategic Priorities Our vision is premised on next-generation products and technologies, global expansion and strategic partnerships Leveraging our established and scalable platform to execute on numerous and highly actionable deliverables 2026-2027 2028-2029
Slide 15: Thank you
Image: DroneShield officially opens its European Headquarters Thank you Australia Office U.S. Office European Office Registered Headquarters DroneShield LLC DroneShield B.V. DroneShield Limited 7140-B Farm Station Rd, Herengracht 420 Level 5, 126 Phillip St Warrenton, VA 20187 1017BZ Amsterdam Sydne
Slide 16: Other Information
A APPENDICES Other Information Image: DroneShield’s production warehouse facility in Sydney
Slide 17: The Evolution of Global Company Based in Australia
The Evolution of Global Company Based in Australia Since its formation in 2014, DroneShield has grown significantly and currently has over 500 employees across 7 countries with product representation in over 70 countries 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 Founded in USA
Slide 18: US$35B+ Global Total Addressable Military Market
US$35B+ Global Total Addressable Military Market Military Vehicles (Mounted) $112,500 each $20.3 $2.4 billion billion Border Protection Military – Fixed Bases $2.3 $2 million each $462,500 each billion Government Facilities – Fixed Sites Military Helicopters $281,500 each $75,000 each $1.8 $1.4 bill
Slide 19: US$28B+ Global Total Addressable Civilian Market
US$28B+ Global Total Addressable Civilian Market Strategic Power / Grid Assets Data Centres (Tier III/IV+) Correctional Facilities $1,062,500 each $312,500 each $281,500 each $2.5 billion $3.8 billion $2.3 billion Stadiums / Events $512,500 each Civilian Helicopters / Heliports $6.4 $150,000 each bi
Slide 20: DroneShield's Competitive Positioning
DroneShield’s Competitive Positioning ● DroneShield is the only publicly listed pure-play C-UxS company and a global market leader in each of its key C-UxS segments, underpinned by its commercial and technical differentiators. ● It has a large proprietary IP portfolio and robust AI capabilities, cou
Slide 21: DroneShield's Manufacturing Capacity
DroneShield’s Manufacturing Capacity Material expansion in production capacity by end of 2026 across Australia, Europe and the United States ● New 3,000sqm production facility in Sydney ● Substantial upgrade from 400sqm at the previous facility ● The manufacturing is to assemble items made by supply
Slide 22: Detection Technologies
Detection Technologies DroneShield uses multi-sensor drone detection for optimal results, unaffected by time of day or weather. It offers its own manufactured sensors, as well as being interoperable with third party solutions Radio Frequency Radar* Cameras* Acoustic* Imagery Overview ● Foundational
Slide 23: Defeat Technologies
Defeat Technologies DroneShield uses smart jamming which has advantages over other technologies, as well as being interoperable third- party technologies as part of its DroneSentry-C2 command-and-control software DroneShield DroneShield is able to offer A Defence Prime area, such as Traditionally a
Slide 24: Will our technology continue to work against all drones?
Will our technology continue to work against all drones? A large and agile team, combining counter-drone technology, expertise, relationships and reputation RF to remain ● DroneShield believes that radio frequency will remain the core sensor and effector mechanism as the drones evolve* core drone ●
Slide 25: Will our technology continue to work against all drones? (continued)
Will our technology continue to work against all drones? (continued) Understanding market trends, and the “ground truths” about them, remains key What about ● Use of multi-sensor systems such as DroneShield’s DroneSentry, including with multiple detection modalities (radar, fibre-optic acoustic, cam
Slide 26: U.S. Law Enforcement C-UAS Market Assessment
U.S. Law Enforcement C-UAS Market Assessment “Safer Skies” provides state and local law enforcement with the legal pathway to counter drones, offering the potential to be a major driver of products such as RfPatrol, DroneGun and DroneSentry-X based on their design and pricing What is the Act? ● The
Slide 27: Reconciliation of Statutory to Underlying metrics
Reconciliation of Statutory to Underlying metrics DroneShield has no debt ($221m cash) and a low capex base, resulting in high conversion of Underlying EBITDA to Underlying PBT A$000 FY2025 FY2024 Individually Significant Items Statutory profit/(loss) after income tax 3,521 (1,320) ● Share-based pay
Slide 28: 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 (US) C2 Command and Control (software and interface) RF Radio Frequency C-UAS Counter Unmanned Aerial Systems RFAI Radio Frequency Artificial Inte