Boresight Ltd. · ASX:BST
Boresight — Investor Presentation (June 2026)
21 slides from Boresight's investor presentation, Jun 9, 2026
Slide 1: Training Against the Future of Warfare
For personal use only TRAINING AGAINST THE FUTURE OF WARFARE The targetry platform enabling realistic, scalable counter-drone training INVESTOR PRESENTATION JUNE 2026
Slide 2: Disclaimer
DISCLAIMER This presentation has been prepared by Boresight Pty Ltd (Company) and contains background information about the Company’s current situation at the date of this presentation. This presentation should be read in conjunction with the Company’s replacement prospectus dated 23 April 2026 (Pro
Slide 3: Boresight Limited
BORESIGHT LIMITED High-growth, recurring-revenue profile For personal use only An Australian defence technology Clear route to global scaling Company addressing a critical and Deeply defensible market position growing gap in military readiness: the ability to train effectively against low-cost drones
Slide 4: Company Snapshot
COMPANY SNAPSHOT A DEFENCE COMPANY BUILDING ATTRITABLE TRAINING INFRASTRUCTURE PRODUCTS IN SERVICE FOUNDED 2020 I HEADQUARTERS CANBERRA I EMPLOYEES 27 (Australia - 24, USA -2, UK - 1) Boresight occupies a distinct position within the defence ecosystem. The Company 5000+ UNITS SOLD For personal use o
Slide 5: Operational Today
OPERATIONAL TODAY ISR DRONES GATHER INTELLIGENCE, BORESIGHT DRONES ENABLE TRAINING For personal use only BORESIGHT HAS ACHIEVED SALES INTO EVERY FIVE EYE (“FVEY”) MILITARY AND IS AN INCREASING NUMBER OF INDUSTRY PARTNERS ARE CHOOSING BORESIGHT RAPIDLY EXPANDING THE BREADTH OF EUROPEAN ACCESS, WHILE
Slide 6: Drone Warfare Has Outpaced Training
DRONE WARFARE THE PROBLEM HAS OUTPACED ● Rapid proliferation of cheap, autonomous drones ● Increasing use by state and non-state actors For personal use only TRAINING ● Training reliant on improvised or unsuitable systems ● Limited realism in current counter-drone training ● Need for repeatable miss
Slide 7: Attritable Targetry for the Counter-Drone Age
ATTRITABLE TARGETRY FOR THE BORESIGHT SOLUTION THE COUNTER-DRONE AGE ● Low-cost, attritable drone targets For personal use only ● Designed for destruction and rapid replacement PURPOSE-BUILT SYSTEMS FOR LIVE ● Consistent flight behaviour for repeatable training scenarios COUNTER-UAS TRAINING Boresigh
Slide 8: Boresight Solution
BORESIGHT SOLUTION Low-Cost, Rapidly Designed in Australia for mass deployment, enabling Manufactured, Sovereign cost-effective replication of adversary drones. For personal use only Delivers training without the Manufactured for simplicity and Scalable & Sustainable prohibitive cost of destroying s
Slide 9: Our Drone Products: In Service
OUR DRONE PRODUCTS: IN SERVICE PRODUCTS IN SERVICE For personal use only BQ-400 Quadcopter BQ-750 Quadcopter BS-350 Quadcopter Small Quadrotor Target UAS Larger Target Quadrotor with Sovereign Alternative to Small Payload capacity ISR Camera Drones Range: 2.5km Range: 2.5 km Range: 5 km Speed: 17.5m
Slide 10: Mission Planning: In Service
MISSION PLANNING: IN SERVICE SOFTWARE-ENABLED COUNTER-DRONE TRAINING AT SCALE ● Single Ground Control Station (GCS) operating up to five Advanced Mission Packages For personal use only aerial targets per mission ● Ongoing development to: ○ Increase the number of simultaneous aerial targets ○ Enable m
Slide 11: Swarming: In Service
SWARMING: IN SERVICE SOFTWARE-ENABLED COUNTER-DRONE TRAINING AT SCALE ● Single Ground Control Station (GCS) controlling For personal use only multiple Raider aerial targets ● Powered by Boresight’s proprietary Flight Management software ● Enables coordinated, swarming aerial threat emulation ● Custo
Slide 12: In Development for 2026 Launch
IN DEVELOPMENT FOR 2026 LAUNCH OUR PRODUCTS COMING TO MARKET For personal use only BQ-300 FPV Quadcopter BF-150 Group 1 Fixed Wing BF-100 Group 1 Fixed Wing Loitering Munition Target Small Fixed Wing Target Fast Quadrotor FPV Target UAS UAS UAS Range: 5 km Range: 5km Range: 2.5 km Speed: 30-40m per
Slide 13: Scaleable, Sovereign Manufacturing Base
SCALEABLE, SOVEREIGN MANUFACTURING BASE EXISTING DEFENCE-GRADE PRODUCTION SCALABLE TO DEMAND • Established manufacturing facilities already producing • Modular processes allow rapid scale-up to meet surging For personal use only drones at volume. orders. • Defence hardware-ready 3D printing capabili
Slide 14: Recurring, Embedded and Expanding
OUR PRODUCTS IN SERVICE RECURRING, EMBEDDED AND EXPANDING DRIVEN BY TRAINING CONSUMPTION LAND EMBED EXPAND For personal use only Low-cost targetry sales at unit level, Recurring reorders for training Upsell ISR drones, swarm capability, bypasses slow procurement payload variants, spares, and → suppl
Slide 15: FY24/25 Snapshot
FY24/25 SNAPSHOT HIGH-GROWTH, RECURRING REVENUE PROFILE, CLEAR ROUTE TO GLOBAL SCALING AND A DEFENSIBLE MARKET POSITION REVENUE GROWTH: DRONE SALES: For personal use only FY 23/24 AU$2.76M 6,000 DRONES SOLD WITH SIGNIFICANT FY 24/25 AU$4.36M EXPORT REVENUE Includes growth of US revenue from US$90K t
Slide 16: Competitor Landscape
COMPETITOR LANDSCAPE Hobby drones lack standardisation, durability, and cannot be deployed at military HOBBY DRONES training scale. (FPV & DIY) Boresight offers trusted, sovereign alternatives for both training (target drones) and tactical use (attritable ISR/effectors). For personal use only PRC-made
Slide 17: Leadership Team
LEADERSHIP TEAM BACKED BY DEFENCE EXPERTS For personal use only Justin Olde CSM Dr Andrew Windsor Michael Sinkowitsch Blake Burton CEO & Managing Director Non-Executive Chairman Executive Director Director Mr Blake Burton is an executive director of Michael is a co-founder and Director of Adisyn Ltd
Slide 18: Supported By
SUPPORTED BY BACKED BY DEFENCE EXPERTS Dr Alexander Hall - Founder & Chief Technology Officer For personal use only Alexander holds a PhD in Aeronautical Engineering from Sydney University and has over 19 years in the UAS and C-UAS industry. After completing his PhD, Alexander moved to Norway to work
Slide 19: Capital Structure
CAPITAL STRUCTURE The growth of Boresight will come from the investment opportunity LISTING PRICE $0.20 For personal use only MARKET CAP PRE-RAISE (fully diluted) $33.8M IPO CAPITAL RAISE $8M POST IPO SHARES ON ISSUE 209M MARKET CAP POST RAISE $41.8M OPTIONS 34.2M* TOP 20 SHAREHOLDERS CONTROL 78.1%
Slide 20: Investment Highlights
INVESTMENT HIGHLIGHTS EVERY SOLDIER AND EVERY COUNTER-DRONE CAPABILITY MUST PROVE THEY CAN KILL A DRONE Mission: Provide Western militaries with affordable, scalable, and secure counter-drone training solutions to meet the evolving drone threat. For personal use only Established Market Position: Prov
Slide 21: Contact
For personal use only CONTACT Justin Olde – Managing Director j.olde@boresightuas.com JUNE 2026