Top Most ASX Sectors to Watch in 2026
AI technology, defense sector, and healthcare industry still continue to be important areas of growth, owing to their increasing demand due to technological advancements, security concerns, and expansion of healthcare facilities.
NEXTDC Limited (ASX: NXT)
NEXTDC Limited (ASX: NXT), on 21 July 2026, announced that pro forma contracted utilisation as at 30 June 2026 increased by 73MW, or 11%, to 740MW after securing additional customer contracts since the 20 April 2026 update. The company’s pro forma forward order book also reached 565MW and is expected to progressively convert into billings, revenue and EBITDA between FY26 and FY30. FY26 guidance for net revenue, underlying EBITDA and capital expenditure remained unchanged.
On 10 July 2026, the company announced new senior debt facilities of A$2.3 billion, up from the A$1.8 billion commitments announced on 5 May 2026. The increase followed continued lender support after higher contracted utilisation. Following financial close, total available senior debt facilities are expected to rise from A$6.4 billion to A$8.7 billion.
On 7 May 2026, NEXTDC completed its A$1.7 billion hybrid securities offer, including an initial A$1.0 billion series and a delayed draw A$0.7 billion series. The securities have no equity conversion features. Estimated pro forma liquidity at 30 June 2026 increased to approximately A$8.4 billion.
DroneShield Limited (ASX: DRO)
DroneShield Limited (ASX: DRO), on 2 June 2026, announced a US$24.9 million contract for the US Department of War’s Joint Interagency Task Force 401. The agreement contains an initial value of US$19.3 million and US$5.6 million in options over five years. It covers mobile and fixed counter-drone systems, hardware, subscriptions, warranties and services. scheduled for 2026 and 2027 with receipts in the second half of 2026 through to the first half of 2027.
The initial contract value of US$19.3 million includes at least US$10 million expected as FY2026 committed revenue with the remaining balance recognised in FY2027. The agreement also requires DroneShield to buy and install compatible third-party solutions alongside its own products. JIATF-401 coordinates counter-drone efforts to help partners obtain advanced capabilities.
DRO operates in more than 70 countries across defence, government, law enforcement and infrastructure markets. The revenue for FY2026 amounted to $161 million, whereas the revenue from the year following FY2026 was $23.5 million mostly arising out of pre-paid subscriptions and warranties.
Sigma Healthcare Limited (ASX: SIG)
Sigma Healthcare Limited (ASX: SIG), on 15 June 2026, said it had stopped discussions to buy Boots after deciding the deal did not fit its business and investment plans. The company will continue growing in overseas markets including through its partnership with GreenLight Healthcare in the UK. It also confirmed it will announce its FY26 results on 27 August 2026.
On 4 May 2026, SIG reported strong Chemist Warehouse sales. Australian stores recorded sales growth of 16.7%, while international stores achieved sales growth of 24.7%.
On 4 May 2026, Sigma also announced a partnership with the GreenLight Healthcare to open Chemist Warehouse stores in the UK. It also signed a 15 year lease for a new distribution centre near Auckland to improve its New Zealand supply chain and support future store growth.
(Source: Company Report)
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