Pioneering AI-Powered Counter-Drone Defense on a Global Scale

DroneShield (ASX: DRO) is a leading Australian defense technology company specializing in counter-uncrewed aerial systems (C-UAS). Established in 2014, the company has rapidly evolved into a global force in drone detection and mitigation, offering a suite of AI-driven solutions that protect military, government, and critical infrastructure assets across more than 70 countries. With headquarters in Sydney and Virginia, DroneShield is recognized for its innovative approach to electronic warfare and its commitment to enhancing security in an era of increasing drone threats.

Company Overview and Strategic Vision

DroneShield’s mission is to provide advanced, reliable, and user-friendly counter-drone solutions. The company integrates cutting-edge technologies such as radio frequency (RF) sensing, artificial intelligence (AI), machine learning (ML), and sensor fusion to detect, track, and neutralize unauthorized drones. Its products are designed for various applications, including military operations, law enforcement, critical infrastructure protection, and public event security.

The company’s leadership, under CEO Oleg Vornik, emphasizes the importance of domestic manufacturing and sovereign capability. DroneShield relies heavily on Australian suppliers, with 80% of its components sourced locally, ensuring resilience against global supply chain disruptions. This focus on local production aligns with Australia’s strategic defense initiatives and positions DroneShield as a key player in national security.

Innovative Product Suite

DroneShield offers a comprehensive range of counter-drone solutions, including both fixed and portable systems:

• DroneSentry: A modular, fixed-site system that integrates optical, radar, and RF sensors with AI-driven software to provide real-time detection and countermeasure capabilities. It is suitable for protecting large areas such as military bases, airports, and critical infrastructure.
• DroneGun Series: Handheld devices like the DroneGun Tactical and DroneGun Mk4 are designed to disrupt drone operations by jamming control and navigation signals, forcing drones to land or return to their operators. These systems are effective at ranges up to 2 km and have been adopted by various law enforcement agencies worldwide.
• DroneSentry-X Mk2: A compact, portable system that can be mounted on vehicles or deployed in remote locations, offering rapid response capabilities for mobile units.
• DroneSentry-C2: A command-and-control platform that provides operators with an intuitive interface for monitoring and managing multiple DroneShield systems, enhancing situational awareness and decision-making.

These products are designed to be scalable and interoperable, allowing for integration into existing security frameworks and adaptability to various operational requirements.

Global Deployments and Strategic Partnerships

DroneShield’s technologies have been deployed in numerous high-profile scenarios:

• Military Operations: The company provides C-UAS solutions to armed forces, including the Australian Defence Force and the U.S. military, enhancing protection against drone threats in conflict zones.
• Law Enforcement: European police forces have adopted the DroneGun Tactical for counter-drone operations, benefiting from its portability and effectiveness.
• Public Events: DroneShield systems have been used to secure major events, such as the IRONMAN Triathlon Championships in Texas, ensuring the safety of participants and spectators.

In 2024, DroneShield achieved a significant milestone by signing the first-ever Counter-UAS procurement framework agreement with NATO’s Support and Procurement Agency. This three-year agreement positions the company to supply its technologies to NATO member countries, reflecting its growing influence in global defense circles.

Additionally, DroneShield has partnered with U.S.-based Epirus to integrate high-power microwave systems into its counter-drone solutions, expanding its capabilities to address emerging threats.

Financial Performance and Growth Trajectory

DroneShield has demonstrated robust financial growth, with revenue increasing from AUD 16.9 million in 2022 to AUD 54.1 million in 2023. The company’s gross profit margin remained strong at over 70%, and it achieved a net income of AUD 9.3 million in 2023.

In early 2025, DroneShield reported AUD 52 million in revenue commitments, indicating a strong start to the year. The company has also expanded its manufacturing capabilities, with a new facility in Sydney capable of supporting up to AUD 500 million in annual production.

DroneShield’s strategic focus on AI-driven software has led to a doubling of its SaaS revenues to AUD 2.8 million in 2024, aligning with its long-term goal of integrating subscription-based services into its product offerings.

Commitment to Innovation and Sovereign Capability

DroneShield’s emphasis on domestic production and innovation aligns with Australia’s broader defense strategy to enhance sovereign capabilities. The company employs a significant number of engineers and maintains a strong R&D focus, ensuring that its technologies remain at the forefront of counter-drone solutions.

By investing in local talent and facilities, DroneShield not only contributes to national security but also supports the domestic economy and technological advancement.

Conclusion

DroneShield stands as a global leader in counter-drone technology, offering a comprehensive suite of AI-powered solutions that address the evolving threats posed by uncrewed aerial systems. With a strong financial foundation, strategic partnerships, and a commitment to innovation and sovereign capability, DroneShield is well-positioned to continue its growth trajectory and play a pivotal role in enhancing security worldwide.