June 2025 Investor Presentation

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Stock Droneshield Ltd (DRO.ASX)
Release Time 25 Jun 2025, 8:42 a.m.
Price Sensitive Yes
 DroneShield Reports Strong Q1 2025 Results
Key Points
  • Q1 2025 revenue up 102% vs. Q1 2024 to A$33.5m
  • Q1 2025 SaaS revenue up 198% vs. Q1 2024 to A$1.67m
  • A$2.41bn pipeline as of June 2025, up 367% vs. Q1 2024
Full Summary

DroneShield Ltd has reported an exceptionally strong start to 2025, with Q1 revenue up 102% year-over-year to A$33.5m and SaaS revenue up 198% to A$1.67m. The company has also built a substantial A$2.41bn pipeline as of June 2025, up 367% compared to Q1 2024. DroneShield is a global pioneer in counterdrone technology, with a comprehensive product range spanning hardware and proprietary software solutions. The company has 234 world-class engineers and is investing heavily in R&D, with over A$50m spent annually. DroneShield is well-positioned to capitalize on the strong global tailwinds in defence spending, with drone warfare and AI-enabled countermeasures identified as key priority areas. The company is executing on its material pipeline, with A$161m in secured revenues year-to-date 2025 and A$131.7m in contract win value. DroneShield is also focused on expanding its SaaS offerings and civilian market penetration, while continuing to enhance its hardware and software capabilities to stay at the forefront of the rapidly evolving counterdrone technology landscape.

Guidance

DroneShield is targeting 50%+ of revenue to come from SaaS by 2025, with a focus on long-term counterdrone contracts and electronic warfare capabilities. The company expects to continue its rapid growth trajectory, with plans to grow its pipeline by over 100% to A$5bn by 2026-2027.

Outlook

DroneShield is well-positioned to capitalize on the strong global tailwinds in defence spending, with drone warfare and AI-enabled countermeasures identified as key priority areas. The company is focused on accelerating the development of new generation products and software capabilities, expanding its SaaS offerings, and increasing penetration in existing and new civilian markets.