RocketDNA Ltd · ASX:RKT
RocketDNA — Investor Presentation (November 2026)
13 slides from RocketDNA's investor presentation, Nov 10, 2026
Slide 1: Investor Webinar 10 November 2026: Drones-as-Infrastructure for Mining and Industrial
Investor Webinar 10 November 2026 Q3 2026 Drones - as - Infrastructure rsonal use only for Mining and Industrial Managed autonomy for enterprise operations Authorised for release by the Board of RocketDNA Ltd ASX: RKT
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 - This presentation has been prepared by RocketDNA Limited. ("RocketDNA" or the "Company") based on This presentation is for information purpos
Slide 3: The investment case
EXECUTIVE SUMMARY The investment case Autonomous Drones installed on mine sites, earning recurring revenue rsonal use only 25 >50% $2.46M 1,500+ xBots earning monthly fees xBot recurring share of September - quarter Monthly active users on customer sites. 21 more September - quarter revenue , up 31%
Slide 4: Company snapshot
CORPORATE OVERVIEW Company snapshot Managed autonomy for enterprise operations. rsonal use only ENTERPRISE VALUE 4 MARKET CAPITALISATION 1 Register composition 3 $24.33M $26.78M Market capitalisation plus Share price $0.020 debt, less cash at 9 - Nov - 2026 PRO FORMA CASH TOTAL DEBT 2 $3.205M $0.756
Slide 5: How managed autonomy works
HOW MANAGED AUTONOMY WORKS It begins with o ne xBot ® on site. Then e very team starts us ing it. Client schedule s a mission, our team monitors it , and the data is in the cloud for everyone on site to use. rsonal use only SkyLink ® Remote Operations xBot ® SiteTube ® Centre → → → Anyone on site ca
Slide 6: Mine sites want more drone data than one survey team can fly
THE OPERATIONAL BOTTLENECK Mine sites want more drone data than one survey team can fly rsonal use only Today every request waits on a licensed pilot and a manual flight. Today, on most sites With an xBot One licensed pilot plans and flies by Flights run on schedule or request, hand. Every team's re
Slide 7: One installed xBot, four revenue streams
REVENUE ARCHITECTURE One installed xBot ®, four revenue streams Each layer is a product on its own. Together they deliver a finished outcome, such as an automated survey. rsonal use only EXAMPLE: AUTOMATED SURVEYS Data and A finished outcome for a specific job – built by RocketDNA or the end - Sold
Slide 8: Recurring revenue is now more than half of Group revenue
RECURRING REVENUE INFLECTION Recurring revenue is now more than half of Group revenue rsonal use only >50% KEY METRICS SCORECARD Metric Jun 2026 Sep 2026 Change xBot ® recurring share of group revenue, Monthly recurring revenue¹ $615K $665K +8% for the September 2026 quarter. xBot recurring share of
Slide 9: September-quarter revenue up 31%
FINANCIAL PERFORMANCE September - quarter revenue up 31% FY26 revenue to September is already 97% of full - year FY25. rsonal use only QUARTERLY REVENUE AND CASH RECEIPTS (A$M) ANNUAL REVENUE (A$M) Revenue (unaudited) Cash receipts from customers 7.7 7.5 7.2 2.98 2.84 6.1 2.53 2.58 5.7 2.48 2.43 2.4
Slide 10: Cash flow and funding: investing in fleet and software
CASH FLOW AND FUNDING Investing in fleet and software Balance sheet strengthened after quarter end by the $2.23M placement. rsonal use only SEPTEMBER QUARTER CASH MOVEMENT (A$K) STRATEGIC PLACEMENT, OCTOBER 2026 $2.23M at 2.15c • 2.4% premium to last traded price (371) • Led by major shareholder Dan
Slide 11: Regulatory approvals, remote operations and software that take years to build
COMPETITIVE MOAT Regulatory approvals, remote operations and software that take years to build A drone in a box is the easy part. Running it safely at scale is the business. rsonal use only Approvals and 60,000+ Four global assurance missions operations centres Operating permissions and aviation Ope
Slide 12: Catalysts & milestones: Outlook
CATALYSTS & MILESTONES Outlook Existing customers at scale, strong Tier - 1 trials cohort and a strengthened balance sheet rsonal use only Advance Customer Operating Cash Convert the pipeline Integrations Expansion Flow Convert trials and progress Move the Deswik and other Renewals and additional si
Slide 13: RocketDNA Ltd: Key contacts
ROCKETDNA LTD ASX: RKT Empowering people to deliver autonomous work rsonal use only at scale Managed autonomy for enterprise operations. KEY CONTACTS Christopher Clark Managing Director & CEO contact@rocketdna.com Mark Flynn Investor Relations investors@rocketdna.com Authorised for release by the Bo