Added to YB: 2025-08-29
Pitch date: 2025-08-27
DRO.AX [neutral]
DroneShield Limited
-28.12%
current return
Author Info
No bio for this author
Company Info
DroneShield Limited engages in the development, commercialization, and sale of hardware and software technology for drone detection and security in Australia and the United States.
Market Cap
AUD 3.1B
Pitch Price
AUD 3.20
Price Target
N/A
Dividend
N/A
EV/EBITDA
2.1K
P/E
578.89
EV/Sales
27.33
Sector
Aerospace and Defense
Category
N/A
Droneshield (DRO-AU): 1H25 results
DRO.AX (red flags): Anti-drone tech co w/ questionable revenue recognition calling forward guidance 'revenue.' Gross margins fell ~600bp as inventory days dropped from 3.5yr to 1.6yr. Still carrying 2.6x raw materials vs COGS. US DoD/Air Force rejected products. Commodity jamming tech since Vietnam era w/ 20+ competitors. Small auditor overlap w/ CFO history raises red flags.
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