Investor Presentation

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Stock Electro Optic Systems Holdings Ltd (EOS.ASX)
Release Time 20 Nov 2025, 9:12 a.m.
Price Sensitive Yes
 EOS Announces Acquisition of Counter-Drone Interceptor Business
Key Points
  • EOS to acquire UK-based counter-drone interceptor business for €5.5m (A$10m)
  • Acquisition provides leading-edge technology and expertise to accelerate EOS' counter-drone capabilities
  • Further investment of up to A$10m over 3 years to complete development
Full Summary

EOS has announced that it has agreed to acquire a UK-based counter-drone interceptor business for a total investment of €5.5m (A$10m). The acquisition provides EOS with leading-edge technology and expertise in the counter-drone domain, allowing the company to accelerate the development of its interceptor capabilities. The interceptor business currently has an advanced prototype and EOS expects a further 12-24 months of development work to complete the product. The acquisition is a faster and lower-risk approach compared to in-house development. EOS plans to invest up to an additional A$10m over the next three years to further develop the interceptor. The company sees potential for customer funding to support the interceptor's development, with the possibility of generating development revenue in 2026 and potential commercial sales from 2027 onwards.

Guidance

EOS expects full year 2025 revenue of $115-125m, as previously announced on 31 October 2025. The company's contract backlog is over $400m, the highest in five years, and EOS expects most of this backlog to convert into revenue in 2026 and 2027.

Outlook

EOS aims to become the preeminent counter-drone company globally, and the acquisition of the interceptor business is a continuation of the company's disciplined strategy to broaden its product portfolio while remaining focused on counter-drone and space control technologies.