4Q25 4C Results - Investor Presentation
| Stock | Droneshield Ltd (DRO.ASX) |
|---|---|
| Release Time | 27 Jan 2026, 9:01 a.m. |
| Price Sensitive | Yes |
DroneShield reports record 4Q25 and FY25 results
- Revenue from customers up 277% to A$216.5m in FY25
- Profit before tax of A$5.2m in 1H25, most profitable half-year to date
- Secured A$95.6m in committed revenues for 2026
DroneShield Ltd, a global leader in counter-drone technology, has reported record financial results for the fourth quarter and full year of 2025. The company's revenue from customers grew 277% to A$216.5m in FY25, driven by strong demand across its military and civilian customer base. DroneShield also achieved its most profitable half-year to date, reporting a profit before tax of A$5.2m in the first half of 2025. The company's financial performance was underpinned by a robust sales pipeline, which stood at A$2.09bn as of January 2026, comprising over 300 diverse opportunities across geographies, customers, and product stages. DroneShield also secured A$95.6m in committed revenues for 2026, its strongest ever start to a year. The company continues to invest heavily in research and development, with over A$70m spent annually on advancing its hardware and AI software solutions to combat the evolving drone threat. DroneShield's global presence has also expanded, with 350+ world-class engineers and a footprint in over 70 countries. The company is well-positioned to capitalize on the rapidly growing counter-drone market, which is estimated to be a A$60bn opportunity globally.
DroneShield expects to continue its rapid growth trajectory, with committed revenues for 2026 of A$95.6m, up from negligible committed revenues at the start of 2025. The company also targets to be consistently operating cashflow positive and profitable moving forward.
DroneShield is executing on numerous growth levers, including the launch of next-generation hardware, expansion of its SaaS revenue, increased wallet share with existing customers, and initial material sales within the civilian sector. The company aims to grow its pipeline by over 100% to A$5bn by 2028-2029, with a significant portion of revenues expected to come from SaaS, long-term counter-drone contracts, and electronic warfare contracts.