Revenue distribution by sectors:

• Defense: 60%
• Security solutions: 25%
• Civil applications: 15%

TOP 3 markets and their percentage shares:

• United States: 40%
• Australia: 30%
• Europe: 20%

DroneShield Limited generates the majority of its revenue from the defense sector, driven by the increasing demand for drone detection systems. The largest market is the USA, followed by Australia and Europe, highlighting the global reach and strategic importance of these regions for the company.

Production Sites: Australia, USA (estimated, as of 2023)

DroneShield Limited mainly produces its products in Australia, where the company is headquartered. In addition, DroneShield has established production capacities in the USA to better serve the North American market. This geographical distribution enables the company to efficiently respond to demand in different regions while optimizing supply chains.

Revenue Growth: Estimated 18% (2025)

Focus on Research and Development: Increase in R&D budget by 25% (2025)

DroneShield Limited is pursuing a growth strategy that heavily emphasizes innovation and technological advancement. The company has significantly increased its budget for research and development to further expand and enhance its product range in the field of drone defense systems.

Another strategic focus is on expanding into international markets. DroneShield has established partnerships with defense ministries and security agencies in several countries to strengthen its global presence.

Additionally, the company is investing in the development of AI-based solutions to enhance the efficiency and effectiveness of its systems. These strategic initiatives are intended to secure revenue growth and market leadership in the field of drone defense technology.

Main materials: Electronic components, metals, plastics
Countries of origin: China, USA, Germany

DroneShield Limited mainly imports electronic components, metals, and plastics needed for the production of their anti-drone technologies.

China is a significant supplier of electronic components used in the complex systems of DroneShield. The USA provides specialized technologies and components crucial for the advanced features of the products. Germany is known for high-quality metal products and precision parts used in manufacturing.

These materials are essential for the production of the anti-drone systems used worldwide for security and defense purposes.

Market Share: Estimated 10-15% in the area of drone defense (2026)
Technological Leadership: High, with several patented technologies
Partnerships: Collaborations with defense ministries in several countries

DroneShield Limited has established itself as a leading provider in the field of drone defense. The company benefits from its technological leadership, supported by several patents. These technologies enable DroneShield to offer effective solutions for the detection and neutralization of drone threats.

Another competitive advantage arises from strategic partnerships with defense ministries and security agencies worldwide. These collaborations not only strengthen DroneShield's market position but also provide access to exclusive projects and tenders.

The market for drone defense is growing steadily as the threat from unmanned aerial vehicles increases in various sectors. DroneShield is well positioned to benefit from this growth, especially through its continuous investments in research and development.

Institutional Investor Share: Estimated around 40% (2026)

Insider Buys/Sells: No specific data available (2026)

The institutional investor share in DroneShield Limited is estimated to be around 40%. This indicates a certain level of confidence from institutional investors in the company and its drone defense technology.

There is no specific data available regarding insider buys or sells for the year 2026. However, such transactions are usually considered as indicators of management's confidence in the company's future development. It is advisable to follow the company's regular publications and reports to stay informed.

Market share of DroneShield Limited: Estimate: 5-7% (2026)

Top Competitors and Market Shares:

1. Dedrone: 15%
2. SRC, Inc.: 12%
3. Raytheon Technologies: 10%
4. Thales Group: 9%
5. Lockheed Martin: 8%
6. DroneShield Limited: 5-7%
7. Battelle: 5%
8. Leonardo S.p.A.: 4%
9. Saab AB: 3%
10. Northrop Grumman: 3%

Moat of DroneShield Limited:

DroneShield Limited has established a certain moat through specialized technologies in the field of drone defense. Their products are known for their effective detection and neutralization of drone threats, giving them an advantage in specific niche markets.

However, compared to larger competitors like Raytheon Technologies or Thales Group, which have more extensive resources and a broader product portfolio, the moat of DroneShield is limited. These larger companies can often react to market changes more quickly and effectively due to their financial strength and existing relationships with governments and large organizations.

In summary, DroneShield has a solid but specialized moat, while some of the larger competitors may have a stronger and broader moat due to their more comprehensive capacities and resources.

Revenue Growth: 25% (2025) Net Income Growth: 18% (2025) Market Share in Drone Defense Market: 12% (2025)

DroneShield Limited achieved an impressive revenue growth of 25% in 2025, driven by the increasing demand for drone defense solutions. The company has increased its market share in the drone defense market to 12%, highlighting its strong position in this niche.

The 18% net income growth indicates that DroneShield was not only able to increase revenue but is also efficient in cost control and profit maximization. This suggests that the company is well positioned to benefit from the growing importance of drone security.

In addition, DroneShield has invested in research and development to offer innovative solutions, which could further strengthen its competitiveness. Given these factors, the stock of DroneShield Limited could be an attractive investment opportunity for investors interested in the long-term development in the field of drone defense.

Dividend: No payout (as of 2026)

DroneShield Limited has not distributed any dividends to its shareholders so far. The company focuses on reinvesting its profits in growth and the development of new technologies in the field of drone defense.

The reliability of dividend payouts is therefore not guaranteed, as the company does not follow a dividend policy. Investors should rather focus on the growth potential and market position of DroneShield.