DroneShield Ltd
ASX:DRO

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DroneShield Ltd Logo
DroneShield Ltd
ASX:DRO
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Price: 1.905 AUD 0.53% Market Closed
Market Cap: 1.7B AUD

DroneShield Ltd
Investor Relations

DroneShield Ltd. engages in the development and commercialisation of hardware and software technology for drone detection and security. The company is headquartered in Nedlands, New South Wales. The company went IPO on 2016-06-22. The firm is specializing in manufacturing unmanned aircraft systems (C-UAS), electronic warfare, radio frequency sensing, artificial intelligence and machine learning, sensor fusion, and rapid prototyping. DroneShield’s products include DroneGun Tactical, DroneGun MKIII, DroneSentry, DroneSentry-C2, DroneSentry-X, RfPatrol, RfZero, DroneSim, DroneNode, and SonarOne. DroneSentry-XTM is a vehicle-based detect-and-defeat system. DroneNode is a briefcase-style covert drone disruptor. RfPatrol MKIIT is a body-worn passive RF drone detector. DroneGun Tactical provides a safe countermeasure against a range of UAS threats. The firm offers solutions and off-the-shelf products designed to suit various terrestrial, maritime, or airborne platforms.

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Oct 21, 2025
AI Summary
Q3 2025

Record Revenue: DroneShield reported $83 million in revenue for the third quarter, more than the entire prior year combined and up 11x year-over-year.

Cash Flow Positive: Operating cash flow turned significantly positive at $20 million, reversing a negative $19 million in the prior period.

Expanding Pipeline: The sales pipeline increased to $2.5 billion, with several major projects ($100 million+) expected to convert over the next year.

High Margins: Core product gross margins remain strong at 65%-75%, with systems including third-party components lower at 15%-20%.

Manufacturing Expansion: Manufacturing capacity is scaling from $500 million to $2.4 billion by end of 2026 to meet rising global demand.

Software & SaaS Growth: Strategy to grow software revenues from 5% to 30-40% of total over five years, leveraging new SaaS offerings.

Strong Global Demand: Both military and civilian markets are seeing accelerated adoption due to geopolitical tensions and regulatory shifts.

Key Financials
Revenue
$83 million
Operating Cash Flow
$20 million
Cash Received
$77 million
Secured Revenues
$193 million
Sales Pipeline
$2.5 billion
Gross Margin (core products)
65%-75%
Gross Margin (integrated systems w/ third-party components)
15%-20%
Inventory (book value)
$82 million
Annual R&D Spend
$50 million+
Other Earnings Calls
2024

Management

Mr. Oleg Vornik
CEO, MD & Executive Director
No Bio Available
Ms. Carla Balanco
CFO & Joint Company Secretary
No Bio Available
Mr. Raffael Blattner
Operations Manager
No Bio Available
Mr. Angus Bean
Chief Technology Officer
No Bio Available
Mr. Paul Cenoz
General Counsel & Joint Company Secretary
No Bio Available
Mr. Louis Gamarra
Sales Director
No Bio Available
Mr. Matthew McCrann
Chief Executive Officer of DroneShield LLC (USA)
No Bio Available
Ms. Belinda Cleminson BEd, GIA (Cert)
Joint Company Secretary
No Bio Available

Contacts

Address
NEW SOUTH WALES
Nedlands
SUITE 403 18-20 Orion Rd
Contacts
+61299957280.0
www.droneshield.com