DRO Analysis: $49.6m European Military Contract Announcement

Published 16 Dec 2025 • 2 min • DRO

I suspect this company is going to be a hit with those involved in the smaller-end of the market :) Well.... we've been covering DRO since it took off, and the AI's analysis continue to deem the company trading significantly above our valuations.

Event: $49.6m European Military Contract Announcement | Date: 2025-12-16 | Source: ASX Company Announcements

DroneShield Lands $49.6m European Contract, Bolstering 2026 Deliveries

DroneShield announced a $49.6m contract with a long-standing European reseller for counterdrone equipment, with deliveries and payments scheduled for completion by Q1 2026. This marks the 15th contract from the same customer over three years, bringing the total value to over $86.5m. The contract involves on-the-shelf products, enabling rapid fulfillment and reflecting strong repeat business. According to the announcement, this deal aligns with the company's expanding $2.55bn pipeline and supports its manufacturing scale-up to $2.4bn annual capacity by end-2026. The update was released on 16 December 2025 via ASX, emphasizing urgent procurement trends in Europe amid geopolitical tensions. View the full ASX announcement here.