Slide 1: 1H25 Results - Investor Presentation
Image: RfPatrol Mk2 drone detection sensor during Project Flytrap Exercise Artificial Intelligence Multi-Mission Counterdrone Solutions 1H25 Results - Investor Presentation August 2025 The appearance of U.S. Department of Defense (DoD) visual information does not imply or constitute DoD endorsement.
Slide 2: Key Highlights
Key Highlights The business is rapidly expanding across all key metrics Robust financial performance Executing on material pipeline Positioned to win and scale A$72.3m A$2.34bn 285 HY2025 revenue Pipeline August 2025 World-class engineers • Up 210% (vs. HY24) • Up 113% (vs. HY24) • Up 150% from Aug
Slide 3: Delivering Growth in Revenue and Earnings
Delivering Growth in Revenue and Earnings HY2025 revenues up 210% and cash receipts up 184% (compared to 2Q24). SaaS revenue is up 177%. 1HY25 Net Profit Before Tax of $5.2 million. Revenues (A$m) Customer Cash Receipts (A$m) Committed Revenue FY2025 Secured Customer Cash Receipts FY2025 176.3 179.1
Slide 4: Strong Global Tailwinds in Defence Spending Resulting in Attractive Outlook for Counterdrone Technology
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 Risk Indicator1 Military expenditure2 (constant 202
Slide 5: Multiple Applications for DroneShield Technology Represents Significant Market Opportunity
Multiple Applications for DroneShield Technology and Service Offering Represents Significant Market Opportunity Large addressable market opportunity of US$10bn+1 Military Vehicles – Mounted Airports – Fixed Sites Military – Portables $25k – $200k each $125k - $2m each $20k - $55k each US$2.3bn US$1.
Slide 6: Unmatched End-to-End Counter-Drone Solutions Worldwide
Unmatched End-to-End Counter-Drone Solutions Worldwide… Complete multi-mission counter-drone solutions with the best product for every scenario Dismounted On-The-Move & Fixed Site AI AI AI Detect 16% (FY24: 34%) RfPatrol Defeat 23% 61% FY25 (FY24: 47%) (FY24: 19%) RELEASE DroneGun Mk4 DroneGun Tacti
Slide 7: And Proprietary AI-based Software Solutions
…And Proprietary AI-based Software Solutions… AI Software solutions used for multi-mission threat protection and counterdrone defence Radiofrequency AI (RFAI) and RFAI-ATK DroneSentry-C2 (with SFAI) Electronic Warfare & Signals Intelligence DroneSentry-C2 DroneSentry-C2 Tactical AI / ML signal detec
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 285 world class $50m/year of R&D Technical differentiators of manufacturing engineers investment counterdrone capabilities (except technolog
Slide 9: Sales Pipeline at $2.34bn (as of Aug 2025)
Sales Pipeline at $2.34bn (as of Aug 2025) Diverse pipeline across geographies, customers, products and stages of maturity of the deals $697m / 118 projects $969m / 59 projects ● Sales YTD: A$14.9m (12% YTD revenue) ● Sales YTD: A$44.2m (36% YTD revenue) ● Distributors: 5 ● Distributors: 72 ● 25-per
Slide 10: Technology Roadmap: Accelerating the Development of New Generation Products & Software Capabilities
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 Accelerat
Slide 11: 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 2025-2026 2027-2028 2029+ ● Launch of next gen hardware ● Grow pipeline by 100%+ to $5bn ● Significant revenue from SaaS, across product families long ter
Slide 12: Thank you
Thank you 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 12
Slide 13: Other Information
Image: Colorado Army National Guard uses DroneShield’s DroneGun Mk4, transforming the U.S. military’s combat readiness | Photo by Melissa Escobar-Pereira A APPENDICES Other Information The appearance of U.S. Department of Defense (DoD) visual information does not imply or constitute DoD endorsement
Slide 14: 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 Counterdrone Phase 1 Counterdrone Phase 2 Transitional moment PIONEER S
Slide 15: A Global Company
A Global Company DroneShield is a significantly larger business today with 373 staff, up from 11 in 2017 DroneShield’s Rapid Transformation Total Staff (Globally) Global Presence • 2017: Employed 11 staff, focused 373 on early product launches and initial sales • 2018-2019: Staff-growth to focus on
Slide 16: 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 Radio Frequency Radar* Cameras* Acoustic* Imagery Overview ● Foundationa
Slide 17: 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 as Kongsberg or EOS Prime area, how
Slide 18: Leading Technology Utilising Exceptional Market Intelligence
Leading Technology Utilising Exceptional Market Intelligence Origin Integrator ✓ ✓ ✓ ✓ ✓ - ✓ - - - - ✓ Most extensive DETECT product range from handheld Dism ou nted ✓ - - ✓ - - ✓ - ✓ - - to fixed-site Vehicle ✓ ✓ ✓ - - ✓ ✓ ✓ ✓ ✓ ✓ solutions Fixed Site ✓ ✓ ✓ - ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ Large IP DEFEAT portfol
Slide 19: Visionary Team of Industry Veterans with Deep Industry Experience
Visionary Team of Industry Veterans with Deep Industry Experience Oleg Vornik Matt McCrann Angus Bean Nathan Vardanega CEO and Managing Director U.S. CEO CTO and CPO COO Majority of the DRO senior team has been with the business for most of its history, delivering rapid growth Paul Cenoz Carla Balan
Slide 20: Technical Leadership Team
Technical Leadership Team Driving Innovation of C-UxS Capabilities 15+ Total Company Employees: 373 [x]+ Denotes years of experience ANGUS BEAN Chief Product and Technology Officer Total Tech Head Count: 221 27+ 8+ 26+ 24+ 14+ 28+ ALLEN TRAC LAWRENCE MARYCHURCH CARL NORMAN ANGUS HARRIS MATHIAS BERG-
Slide 21: Capital Structure
Capital Structure Capital Structure (31,500 shareholders) Research Coverage DRO Shares on Issue 874,718,854 DRO Options on Issue1 56,493,361 Fully Diluted Shares on Issue 931,212,215 Fully Diluted Equity Value2 $3,333.7m Cash (as of 15 August 2025) $207.9m Debt - Fully Diluted Enterprise Value $3,12
Slide 22: 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