Slide 1: Artificial Intelligence For Multi-Mission Counterdrone
Artificial Intelligence For Multi-Mission Counterdrone Investor Presentation For personal use only May 2025 Image: DroneSentry-X C-UxS detect and defeat system on an airfield
Slide 2: Key Highlights
Key Highlights Strong start to 2025 across all key areas of the business For personal use only Robust financial performance Executing on material pipeline Positioned to win and scale A$33.5m A$2.34bn 217 Q1 2025 revenue Pipeline May 2025 World-class engineers • Up 102% (vs. 1Q24) • Up 351% (vs. 1Q24
Slide 3: Strong Global Tailwinds in Defence Spending
Strong Global Tailwinds in Defence Spending Resulting in Attractive Outlook for Counterdrone Technology Continuing to see rising geopolitical tension Global defence spend at all-time-high – sovereign capability a key priority BlackRock Geopolitical Ris k Indicator1 Military expe nditure 2 (constant
Slide 4: Multiple Applications Represent Significant Market Opportunity
Multiple Applications for DroneShield Technology and Service Offering Represents Significant Market Opportunity Large addressable market opportunity of US$10bn+1 For personal use only Military Vehicles – Mounted Airports – Fixed Sites Military – Portables $25k – $200k each $125k - $2m each $20k - $5
Slide 5: A Pioneer in Counterdrone Technology with a Comprehensive Product Range
DroneShield is a Pioneer in Counterdrone Technology with a Comprehensive Product Range… Complete Multi-Mission Counterdrone Arsenal with the Best Product for Every Scenario For personal use only Dismounted / Body-worn On-The-Move (OTM) or fixed site Defeat 31% (FY24: 47%) DroneGun Mk4 DroneGun Tacti
Slide 6: And Proprietary Software Solutions
…And Proprietary Software Solutions… AI Software solutions used for multi-mission threat protection and counterdrone defence For personal use only Radiofrequency AI (RFAI) and RFAI-ATK DroneSentry-C2 (with SFAI) Electronic Warfare & Signals Intelligence DroneSentry-C2 DroneSentry-C2 Tactical AI / ML
Slide 7: Supported by Market-leading AI Capabilities
…Supported by Market-leading AI Capabilities Cutting-edge AI model developed for drone detection and integration with DroneShield’s best-in-class equipment For personal use only Market leading AI capability Supported by an expansive data strategy ✓ Full ownership of a very significant proprietary dr
Slide 8: A Pioneer Leading the Market in Innovation and Quality
A Pioneer Leading the Market in Innovation and Quality. Complete Suite of Multi-mission Products Global pioneer Fully in-house at the forefront development and 210+ world class $50m/year of R&D Technical differentiators For personal use only of manufacturing engineers investment counterdrone capabil
Slide 9: Continuing to Deliver Significant Growth in Revenue and Earnings
Continuing to Deliver Significant Growth in Revenue and Earnings 1Q2025 showing revenues up 102% and cash receipts up 135% (compared to 1Q24). SaaS revenue is up 198%. The difference between revenues and cash receipts is mostly due to several 1Q deliveries having payments due in 2Q. For personal use
Slide 10: Continuing to Deliver Significant Growth in Revenue and Earnings (cont'd)
Continuing to Deliver Significant Growth in Revenue and Earnings (cont’d) A$m (unless Q1 2025 Q1 2024 % change otherwise stated) (period ended 31 March 2025) (period ended 31 March 2024) For personal use only Revenue 33.5 16.6 102% SaaS Revenue 1.67 0.56 198% Operating cash receipts 16.8 7.1 1
Slide 11: Sales Pipeline at $2.34bn
Sales Pipeline at $2.34bn (as of May 2025) Diverse pipeline across geographies, customers, products and stages of maturity of the deals For personal use only $420m / 98 projects $1.1bn / 55 projects ● Sales YTD: A$12.5m (26.7% YTD revenue) ● Sales YTD: A$11.1m (23.8% YTD revenue) ● Distributors: 6 ●
Slide 12: Technology Roadmap: Accelerating Development of New Generation Products
Technology Roadmap: Accelerating the Development of New Generation Products & Software Capabilities Expansion of DRO solution pipeline will accelerate towards a SaaS based revenue model, further increase gross margins, and well-position DRO to always be at the forefront of C-UxS technology For perso
Slide 13: Executing on our Strategic Priorities
Executing on our Strategic Priorities Leveraging our established and scalable platform to execute on numerous and highly actionable growth levers For personal use only 2025-2026 2027-2028 2029+ ● Launch of next gen hardware ● Grow pipeline by 100%+ to $5bn ● Majority of revenue from SaaS, across pro
Slide 14: Thank you
Thank you For personal use only Australia Office (Headquarters) U.S. Office DroneShield Limited DroneShield LLC Level 5, 126 Phillip St 7140-B Farm Station Rd, Sydney NSW 2000 Warrenton, VA 20187 www.droneshield.com investors@droneshield.com 14
Slide 15: Appendices: Other Information
For personal use only A APPENDICES Other Information
Slide 16: DroneShield: A Decade of Prediction, Execution and Agility
DroneShield: A Decade of Prediction, Execution and Agility DroneShield is utilising its current leadership role in the sector to lead the next phase of evolution in C- UxS technology, driven by rapid advances in drone technology For personal use only Counterdrone Phase 1 Counterdrone Phase 2 Transit
Slide 17: A Global Company
A Global Company DroneShield is a significantly larger business today with 310 staff, up from 11 in 2017 For personal use only DroneShield’s Rapid Transformation Total Staff (Globally) Global Presence • 2017: Employed 11 staff, focused on early product launches and 310 initial sales 250 • 2018-2019:
Slide 18: Counterdrone Detection Solutions
Counterdrone Detection Solutions DRO uses multi-sensor drone detection for optimal results, unaffected by time of day or weather. DRO is an integrator as well as sensor maker, meaning it combines its own and 3rd party solutions For personal use only Radio Frequency Radar* Cameras* Acoustic* Imagery
Slide 19: Counterdrone Defeat Solutions
Counterdrone Defeat Solutions DRO uses smart jamming which has advantages over other technologies, particularly, in its use across civil and military applications, and does not compete against large Defence Primes A Defence Prime area, such Traditionally a Defence For personal use only as Kongsberg
Slide 20: Leading Technology Utilising Exceptional Market Intelligence
Leading Technology Utilising Exceptional Market Intelligence For personal use only Origin Integrator ✓ ✓ ✓ ✓ ✓ - ✓ - - - ✓ Most extensive DETECT product range from handheld Dismounted ✓ - - ✓ - - ✓ - ✓ - to fixed-site Vehicle ✓ ✓ ✓ - - - ✓ ✓ ✓ ✓ solutions Fixed Site ✓ ✓ ✓ - ✓ - ✓ ✓ ✓ ✓ ✓ Large IP DE
Slide 21: Visionary Team of Industry Veterans with Deep Industry Experience
Visionary Team of Industry Veterans with Deep Industry Experience Oleg Carla Matt Tom Red Hans Vornik Balanco McCrann Branstetter McClintock Hoyer For personal use only CEO and CFO and Joint U.S. CEO U.S. Director Sales Director Sales Director Managing Company of Business Director Secretary Developm
Slide 22: Capital Structure
Capital Structure Capital Structure (27,800 shareholders) Research Coverage DRO Shares on Issue 874,090,159 DRO Options on Issue1 56,769,000 For personal use only Fully Diluted Shares on Issue 930,859,159 Fully Diluted Equity Value2 $1,089.1m Cash (as of 20 May 2025) $213.4m Debt - Fully Diluted Ent
Slide 23: Important Notices and Disclaimer
Important Notices and Disclaimer This presentation has been prepared by DroneShield Limited ACN 608 915 859 ("DroneShield" or "Company"). This presentation contains summary information about DroneShield and its associated entities, and their activities current as at the date of this presentation. Th