DroneShield continues as a global defence technology leader

The company joins S&P/ASX 200 Index (ASX: XJO) following the S&P Dow Jones Indices September quarterly rebalance.

DroneShield Limited (ASX: DRO) 

had some big updates in September 2025. On 17 September the company said it had crossed 4,000 systems sold all over the world helped by two U.S Department of Defence contracts worth about A$7.9 million with payment and delivery expected in Q4 2025. Earlier on 8 September the company was also added into the S&P/ASX 200 Index effective from 22 September. This shows its status as one of the top Australian Defence companies and gives it more attention from investors. All these moves show how fast the company is becoming a global name in counter drone tech with strong demand along with repeat orders from governments and more recognition.
In half year FY25 results the company posted A$72.3 million revenue which is up 210% compared to last year and a record profit before tax of A$5.2 million making it the most profitable half year ever. Customer cash receipts went up 184% in same time, proving strong conversion from its big pipeline which was A$2.34 billion in August 2025 more than double to that of HY24. Year to date secured revenues touched A$176.3 million which is already higher than full year FY24. Company ended the period with A$207.9 million cash balance which gives it freedom to speed up R&D, grow production and set up more hubs in Australia, US and Europe. Its SaaS revenue also jumped 177% in 1H25 with AI based software updates pushing more customer adoption and keeping them locked in.
Future outlook for looks bright as it is ready to gain from rising defence budgets worldwide since counter drone is now a top priority for U.S, UK and also EU. The roadmap includes next generation hardware and more SaaS offerings. Civilian demand like airports, energy sites and police will also add to growth outside military. With yearly R&D above A$50 million, the company is using its AI and electronic warfare strength to stay ahead of threats. The aim is to push pipeline to A$5 billion by 2026 and expand plants in key regions. With strong balance sheet along with rising profits and leading products Droneshield looks in a good place to keep growing in FY26 and beyond. 

FAQ About DroneShield

Is DroneShield a good investment?

DroneShield is a promising investment due to its high rate of revenue growth along with expanding global defence pipeline and a solid balance sheet.

What does DroneShield do?

DroneShield develops AI driven counter-drone and electronic warfare solutions for government bodies and critical infrastructure operators etc.

Is DroneShield profitable?

Yes, DroneShield turned profitable in 1H25 as it reported a A$5.2 million profit before tax which was its most profitable half year ever.

How does DRO compare to its peers?

DroneShield’s P/B ratio is 8.96 compared to the industry average of 3.08 which indicates higher market confidence.

(Source: Company Announcements)