Droneshield Limited · ASX:DRO

Droneshield — Investor Presentation (June 2025)

23 slides from Droneshield's investor presentation, Jun 25, 2025

  1. Slide 1: Artificial Intelligence For Multi-Mission Counterdrone

    Image: U.S. and British Army soldiers use DroneShield’s RfPatrol Mk2 during a counter-UAS training exercise in Germany | Photo by Pfc. Brent Lee Artificial Intelligence For Multi-Mission Counterdrone Investor Presentation June 2025 The appearance of U.S. Department of Defense (DoD) visual informatio

  2. Slide 2: Key Highlights

    Key Highlights Strong start to 2025 across all key areas of the business Robust financial performance Executing on material pipeline Positioned to win and scale A$33.5m A$2.41bn 234 Q1 2025 revenue Pipeline June 2025 World-class engineers • Up 102% (vs. 1Q24) • Up 367% (vs. 1Q24) • Global pioneers w

  3. Slide 3: 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

  4. Slide 4: Multiple Applications for DroneShield Technology and Service Offering

    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.

  5. Slide 5: DroneShield is 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 Dismounted / Body-worn On-The-Move (OTM) or fixed site AI Defeat 31% DroneGun Mk4 DroneGun Tactical (FY24: 47%) AI Detect 15% 5

  6. Slide 6: And Proprietary Software Solutions

    …And Proprietary 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 detection and

  7. 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 Market leading AI capability Supported by an expansive data strategy ✓ Full ownership of a very significant proprietary drone data set, Advanced

  8. 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 of manufacturing engineers investment counterdrone capabilities (except technolo

  9. 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. Revenues (A$m) C

  10. 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) Revenue 33.5 16.6  102% SaaS Revenue 1.67 0.56  198% Operating cash receipts 16.8 7.1  136% USA Europe UK Aust

  11. Slide 11: Sales Pipeline at $2.41bn

    Sales Pipeline at $2.41bn (as of June 2025) Diverse pipeline across geographies, customers, products and stages of maturity of the deals $663m / 101 projects $1.1bn / 59 projects ● Sales YTD: A$13.9m (20% YTD revenue) ● Sales YTD: A$11.3m (16% YTD revenue) ● Distributors: 6 ● Distributors: 77 ● 25-p

  12. Slide 12: 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

  13. 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 2025-2026 2027-2028 2029+ ● Launch of next gen hardware ● Grow pipeline by 100%+ to $5bn ● Majority of revenue from SaaS, across product families long ter

  14. Slide 14: 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 14

  15. Slide 15: Appendices: 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

  16. 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 Counterdrone Phase 1 Counterdrone Phase 2 Transitional moment PIONEER S

  17. Slide 17: A Global Company

    A Global Company DroneShield is a significantly larger business today with 310 staff, up from 11 in 2017 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: Staff-growth to focus

  18. 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 Radio Frequency Radar* Cameras* Acoustic* Imagery Overview ● Foundationa

  19. 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 as Kongsberg or EOS Prime area, how

  20. Slide 20: 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 portfolio and r

  21. 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 CEO and CFO and Joint U.S. CEO U.S. Director Sales Director Sales Director Managing Company of Business Director Secretary Development Majority of the DR

  22. Slide 22: Capital Structure

    Capital Structure Capital Structure (27,700 shareholders) Research Coverage DRO Shares on Issue 874,538,854 DRO Options on Issue1 56,903,361 Fully Diluted Shares on Issue 931,442,215 Fully Diluted Equity Value2 $1,779.1m Cash (as of 20 June 2025) $198.1m Debt - Fully Diluted Enterprise Value $1,581.

  23. 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

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