DRO Price sensitive 15 Oct 2026, 9:37 AM

FY2026 Committed Revenue Update & Investor Presentation

Droneshield Ltd

DroneShield Ltd Committed Revenue Update & Investor Presentation

Key points

  • FY2026 Committed Revenue at $261M, midpoint of FY2026 outlook range
  • Average weekly revenue of $5M for FY2026
  • Committed Revenue for FY2027 and beyond at $46M
  • New 3,000 sqm facility and manufacturing capability in Europe
  • Expansion of DroneShield's product portfolio and ecosystem interoperability

Full summary

DroneShield Ltd (ASX:DRO) has announced an update on its FY2026 Committed Revenue, which stands at $261 million, the midpoint of the previously provided outlook range of $250 million to $270 million. This represents a 35% increase from the same period last year and is 121% of the full-year revenue in 2025. The company has also secured $29 million in Committed Revenue for FY2027 and an additional $17 million for FY2028 and beyond. DroneShield has expanded its operations with a new 3,000 sqm facility in Australia and manufacturing capabilities in Europe. The company continues to enhance its product portfolio and is working on next-generation solutions, including the initial launch of RfAI-3 powered RfRecon. DroneShield's solutions are supported by an open interoperable architecture for multi-layered deployment.

Guidance

FY2026 Committed Revenue $261M, FY2027 Committed Revenue $29M, FY2028+ Committed Revenue $17M

Outlook

DroneShield is poised for continued growth with a strong product pipeline and expanding market opportunities in both military and non-military segments.

Summary generated by a large language model. Please interpret with care.

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