DroneShields Revenue Surges, but Pipeline Concerns Test Investor Confidence

DroneShield has delivered what, on the surface, looks like a blockbuster result. Revenue at the defence technology company nearly quadrupled last year, jumping from $57.5 million to $216.5 million. In a market hungry for exposure to defence, AI and geopolitics, those numbers are hard to ignore.

But the market’s reaction tells a more complicated story.

Shares in DroneShield fell more than 6 per cent after the company released partial, unaudited results, as investors zeroed in on two uncomfortable details: a shrinking sales pipeline and rising fixed costs.

Revenue Is Booming, But Visibility. . .

Gain full access to all our premium investment intelligence

Plans from $9.99 per week, cancel anytime.

Subscribe or upgrade to Full News Access to view this content

Subscribe & Unlock

Already a member? Sign in