April 2026 Investor Presentation
| Stock | Droneshield Ltd (DRO.ASX) |
|---|---|
| Release Time | 8 Apr 2026, 6:35 p.m. |
| Price Sensitive | Yes |
DroneShield Presents Investor Outlook for April 2026
- DroneShield is the only pure-play counter-drone publicly listed company in the world
- Counter-drone market has a Global Total Addressable Market of >US$60B, with >US$35B in the Military sector and >US$28B in the Civilian sector
- DroneShield delivered record performance in FY2025 and has strong momentum into FY2026
DroneShield, a leading provider of counter-drone solutions, presented its investor outlook for April 2026, showcasing its position as the only pure-play counter-drone publicly listed company in the world. The company highlighted the growing global counter-drone market, with a Total Addressable Market (TAM) of over US$60 billion, split between the Military sector (>US$35B) and the Civilian sector (>US$28B). This market opportunity has been driven by the increasing threat of drones, as evidenced by events in Ukraine and Iran, as well as the need for governments, law enforcement, and public authorities to address regulatory and deployment requirements. DroneShield's strong performance in FY2025, with record revenue, customer cash receipts, and a robust sales pipeline, has positioned the company well to continue its growth trajectory in FY2026. The company's focus on developing proprietary AI-based solutions, expanding its global presence, and building a comprehensive counter-drone ecosystem through interoperable hardware and software solutions has been a key driver of its success.
DroneShield reported A$62.6 million in Q1 2026 customer revenue, up 88% year-over-year and 22% quarter-over-quarter, and A$140 million in FY2026 committed revenue, compared to A$216.5 million in FY2025. The company also has a A$2.2 billion potential sales pipeline across 312 projects.
DroneShield is well-positioned to continue its growth trajectory in FY2026, driven by its leading counter-drone technology, global presence, and comprehensive solutions offering. The company is focused on further enhancing its proprietary AI-powered software and hardware solutions, expanding its interoperable ecosystem, and capitalizing on the growing global demand for counter-drone capabilities.