Quarterly Activities/Appendix 4C Cash Flow Report

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Stock Droneshield Ltd (DRO.ASX)
Release Time 30 Jul 2025, 8:29 a.m.
Price Sensitive Yes
 DroneShield Reports Record Quarterly Results
Key Points
  • 2Q2025 revenue of $38.8 million, up 480% year-over-year
  • $176.3 million of revenue already received or under committed Purchase Orders for 2025 delivery
  • 2Q2025 cash receipts of $43.9 million, up 208% year-over-year
Full Summary

DroneShield Limited (ASX:DRO) has released its business update and Appendix 4C for the three-month period ended 30 June 2025. The company reported record quarterly results, with 2Q2025 revenue reaching $38.8 million, up 480% from $6.7 million in 2Q2024. This was the highest revenue quarter to date, surpassing the previous record of $33.5 million in 1Q2025. DroneShield has already secured $176.3 million in revenue for 2025 delivery, more than 3 times its entire FY2024 revenue of $57.5 million. The company also reported strong cash receipts of $43.9 million in 2Q2025, up 208% from $14.2 million in the prior year period. This was the second highest quarterly cash receipts in the company's history, behind only 4Q2023 at $47.9 million. DroneShield's SaaS revenues also grew significantly, reaching $1.9 million in 2Q2025, up 161% from $718,210 in 2Q2024. The company continues to invest in next-generation technologies and is expanding its manufacturing capacity to meet the growing global demand for its counter-drone and electronic warfare solutions. DroneShield's robust sales pipeline stands at $2.3 billion as of July 2025, with the largest demand coming from Europe, Ukraine, and the United States.

Guidance

DroneShield expects its annual revenue and cash receipts to continue growing significantly in 2025 and 2026, driven by the strong demand for its counter-drone and electronic warfare solutions globally.

Outlook

DroneShield is well-positioned to capitalize on the rapidly growing counter-drone and electronic warfare market, with a robust sales pipeline, expanding manufacturing capacity, and continued investment in next-generation technologies. The company expects to see further growth in its SaaS revenues as it introduces new products and upgrades its existing offerings.