DroneShield Limited

ASX:DRO Rapport sur les actions

Capitalisation boursière : AU$2.2b

DroneShield Gestion

Gestion contrôle des critères 0/4

Le PDG DroneShield est Angus Bean, nommé en Apr2026, a un mandat de moins d'un an. détient directement 0.054% des actions de la société, d'une valeur de A$ 1.17M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 0.7 ans et 1.7 ans.

Informations clés

Angus Bean

Directeur général

n/a

Rémunération totale

Pourcentage du salaire du PDGn/a
Durée du mandat du directeur généralless than a year
Propriété du PDG0.05%
Durée moyenne d'occupation des postes de directionless than a year
Durée moyenne du mandat des membres du conseil d'administration1.7yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour du récit Jun 26

DRO: European Expansion And New Board Appointment Will Support Premium P/E

DroneShield's updated analyst price target moves from A$4.40 to A$3.73, with analysts pointing to more conservative fair value, revenue growth, profit margin, and future P/E assumptions to support the change. What’s in the News for DroneShield First European made Counter Unmanned Aerial System rolls off DroneShield’s new regional production line, supporting EU defence initiatives and a primarily European supply chain (recent news reports).
Mise à jour du récit May 02

DRO: New CEO Transition Will Support Premium P/E And Bullish Outlook

Analysts have slightly adjusted their price target for DroneShield to A$4.40. This reflects updated assumptions around revenue growth, profit margins, the discount rate and future P/E expectations.
Mise à jour du récit Apr 17

DRO: Leadership Transition Will Support Premium P/E And Bullish Outlook

Analysts have kept their A$4.50 price target for DroneShield unchanged, citing largely consistent assumptions for discount rate, revenue growth, profit margin and future P/E multiples compared with previous estimates. What's in the News DroneShield announced that long serving executive Angus Bean has been appointed CEO, moving from his previous C level roles including Chief Technology Officer, with employment on an ongoing basis from 8 April 2026 in line with his contract terms (Key Developments).
Mise à jour du récit Apr 02

DRO: Higher Revenue Outlook And Premium P/E Will Support Bullish Case

Analysts have reduced their fair value estimate for DroneShield from A$4.90 to A$4.50, reflecting updated assumptions for growth, profitability and future P/E, as well as a slightly adjusted discount rate. Valuation Changes Fair Value: Reduced from A$4.90 to A$4.50, a small cut to the central valuation estimate.
Nouveau récit Apr 02

Counter Drone Demand And SaaS Shift Will Support Steady Prospects Without Exuberant Expectations

Catalysts About DroneShield DroneShield provides hardware and software systems for detecting and defeating drones and other unmanned threats across military, public safety and emerging civilian settings. What are the underlying business or industry changes driving this perspective?
Nouveau récit Mar 19

Recurring SaaS And Expanding Pipeline Will Reshape Counter Drone Market Trajectory

Catalysts About DroneShield DroneShield provides integrated hardware, software and SaaS solutions for detecting and defeating drones and other unmanned threats across military and civilian markets. What are the underlying business or industry changes driving this perspective?
Mise à jour du récit Mar 18

DRO: Refined Discount Rate And P/E Assumptions Will Support Balanced Outlook

Analysts have maintained their A$4.90 price target for DroneShield, with only minor tweaks to inputs such as discount rate and future P/E assumptions. This reflects largely unchanged views on the company’s long term earnings profile.
Nouveau récit Mar 11

DroneShield's Growth Will Drive Revenue Up by 25.39% Amidst New Success

Morningstar snapshot from 11/03/2026: Fair value: A$2.95 Five-star price: A$1.36 — this is my entry point Current price: A$4.02 Valuation: Overvalued Uncertainty: Very High Economic moat: Narrow 2025 revenue: A$216.5m Revenue growth in 2025: 276% Cash balance: A$209.4m Shares outstanding: ~913m Gross margin: ~60.9% Operating margin: ~-1.9% My interest in DroneShield is based on the long-term need for counter-drone technology, but only at the right price. The current conflict involving Iran is another reminder that drones are now a real threat to military assets, energy infrastructure and broader regional security.
Mise à jour du récit Mar 04

DRO: Higher Discount Rate And P/E Repricing Will Support Future Upside

Analysts have trimmed their fair value estimate for DroneShield to A$4.90 from A$5.00 as they factor in a higher discount rate, more moderate revenue growth expectations, and a higher assumed future P/E multiple. Valuation Changes Fair Value: Trimmed slightly from A$5.00 to A$4.90.
Nouveau récit Mar 01

DroneShield: From Tactical Supplier to Procurement Platform?

DroneShield sits in a part of defence that has moved from optional to operationally critical. The shift is not theoretical.
Nouveau récit Feb 25

Droneshield is ramping up , 267% revenue increase in 2025

DroneShield is no longer a speculative concept stock it’s positioning itself as a scalable counter-drone defence supplier during a structural global defence expansion cycle. The key shift is moving from lumpy contract wins to repeat institutional procurement, particularly across NATO and US defense channels.
Mise à jour du récit Feb 18

DRO: Steady Fair Value And Earnings Outlook Will Support Future Upside Potential

Analysts have modestly trimmed their valuation on DroneShield, cutting the price target to A$5.00. They have refreshed assumptions around discount rates, growth and P/E multiples while keeping fair value estimates broadly in line with prior views.
Mise à jour du récit Feb 03

DRO: Index Inclusion And Higher Growth Outlook Will Support Future Upside Potential

Analysts have lifted their price target for DroneShield from A$4.70 to A$5.00. This reflects updated assumptions that include a slightly lower discount rate, modestly higher revenue growth expectations, a small reduction in projected profit margins, and a marginally higher future P/E.
Article d’analyse Jan 27

Why Investors Shouldn't Be Surprised By DroneShield Limited's (ASX:DRO) 36% Share Price Surge

DroneShield Limited ( ASX:DRO ) shareholders are no doubt pleased to see that the share price has bounced 36% in the...
Mise à jour du récit Jan 19

DRO: Index Inclusion And Stable Outlook Will Support Measured Future Upside Potential

Analysts have slightly reduced their price target on DroneShield to reflect a minor adjustment in the discount rate and future P/E assumptions, while keeping their fair value estimate unchanged at A$4.70. Valuation Changes Fair Value: The fair value estimate is unchanged at A$4.70 per share.
Mise à jour du récit Jan 05

DRO: Index Inclusion Will Support Future Upside Potential

Analysts have trimmed their fair value estimate for DroneShield from A$5.15 to A$4.70, reflecting slightly higher assumed discount rates and a modestly lower future P/E multiple in their models. Valuation Changes Fair Value: reduced from A$5.15 to A$4.70 per share.
Mise à jour du récit Dec 16

DRO: Index Inclusion And Defence Partnerships Will Support Future Upside Potential

Analysts have modestly increased their price target for DroneShield to $5.15, reflecting slightly higher long term growth and valuation assumptions, despite largely unchanged fair value estimates. What's in the News Critical Infrastructure Technologies signs a new NDA with DroneShield to integrate Counter Unmanned Aerial Systems capabilities into the Nexus 20 platform requested by the Ukrainian Ministry of Defence, advancing design work on a secure, resilient defence system (Key Developments) The Nexus 20 program, covering 50 platforms, moves forward with parallel telecommunications and C UAS integration in partnership frameworks that already include Babcock International, Nokia, and Ericsson (Key Developments) DroneShield is added to the S and P ASX 200 Index, which may increase its visibility and potential inclusion in institutional portfolios (Key Developments) DroneShield is also added to the S and P ASX 200 Industrials Sector Index, reinforcing its status as a notable participant in the Australian industrials universe (Key Developments) Valuation Changes Fair Value: Unchanged at A$5.15 per share, indicating stable long term intrinsic value assumptions.
Mise à jour du récit Dec 02

DRO: Index Inclusions And New Partnerships Will Support Long-Term Profit Outlook

Analysts have maintained their price target for DroneShield at $5.15, citing consistent expectations for the company's growth and profitability metrics. What's in the News DroneShield and Critical Infrastructure Technologies Ltd.
Article d’analyse Nov 19

DroneShield Limited's (ASX:DRO) Share Price Is Still Matching Investor Opinion Despite 56% Slump

DroneShield Limited ( ASX:DRO ) shareholders won't be pleased to see that the share price has had a very rough month...
Mise à jour du récit Nov 18

DRO: Future Telecom Partnerships Will Sustain Profit Margins And Broaden Market Presence

Analysts have reaffirmed DroneShield's fair value price target at $5.15, citing steady revenue and profit margin expectations as key factors that support their unchanged outlook. What's in the News DroneShield Limited and Critical Infrastructure Technologies Ltd.
Mise à jour du récit Nov 04

DRO: Joining Major Indexes And Key Defense Contracts Will Drive Demand

Analysts have raised their price target for DroneShield from $4.45 to $5.15. They cite improved revenue growth expectations, even though the projected profit margin is now slightly lower.
Mise à jour du récit Oct 20

Global And NATO Defense Demand Will Expand Counter-Drone Market

Analysts have raised their price target for DroneShield from $3.65 to $4.45 per share, citing stronger projected revenue growth and an updated outlook on future profitability. What's in the News Critical Infrastructure Technologies Ltd.
Article d’analyse Sep 29

DroneShield Limited (ASX:DRO) Stocks Shoot Up 33% But Its P/S Still Looks Reasonable

DroneShield Limited ( ASX:DRO ) shares have continued their recent momentum with a 33% gain in the last month alone...
Article d’analyse Sep 02

Earnings Troubles May Signal Larger Issues for DroneShield (ASX:DRO) Shareholders

Investors were disappointed by DroneShield Limited's ( ASX:DRO ) latest earnings release. Our analysis has found some...
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Nouveau récit Jul 27

Global Drone Demand Will Transform Defense And Civil Markets

Surging global demand, regulatory momentum, and diversified defense contracts position DroneShield for robust, recurring revenue growth and greater earnings stability.
Article d’analyse Jul 25

After Leaping 42% DroneShield Limited (ASX:DRO) Shares Are Not Flying Under The Radar

Despite an already strong run, DroneShield Limited ( ASX:DRO ) shares have been powering on, with a gain of 42% in the...
Article d’analyse Jun 26

Need To Know: Analysts Are Much More Bullish On DroneShield Limited (ASX:DRO)

Shareholders in DroneShield Limited ( ASX:DRO ) may be thrilled to learn that the analysts have just delivered a major...
Article d’analyse May 21

DroneShield Limited's (ASX:DRO) CEO Compensation Is Looking A Bit Stretched At The Moment

Key Insights DroneShield's Annual General Meeting to take place on 28th of May Salary of AU$663.3k is part of CEO Oleg...
Article d’analyse Apr 26

Why Investors Shouldn't Be Surprised By DroneShield Limited's (ASX:DRO) 29% Share Price Surge

Despite an already strong run, DroneShield Limited ( ASX:DRO ) shares have been powering on, with a gain of 29% in the...
Article d’analyse Feb 26

Market Participants Recognise DroneShield Limited's (ASX:DRO) Revenues Pushing Shares 30% Higher

DroneShield Limited ( ASX:DRO ) shares have had a really impressive month, gaining 30% after a shaky period beforehand...
Article d’analyse Jan 08

Market Participants Recognise DroneShield Limited's (ASX:DRO) Revenues Pushing Shares 27% Higher

DroneShield Limited ( ASX:DRO ) shareholders are no doubt pleased to see that the share price has bounced 27% in the...
Article d’analyse Oct 26

DroneShield Limited (ASX:DRO) Stocks Pounded By 29% But Not Lagging Industry On Growth Or Pricing

DroneShield Limited ( ASX:DRO ) shareholders that were waiting for something to happen have been dealt a blow with a...
Article d’analyse Aug 02

With A 41% Price Drop For DroneShield Limited (ASX:DRO) You'll Still Get What You Pay For

DroneShield Limited ( ASX:DRO ) shares have retraced a considerable 41% in the last month, reversing a fair amount of...
Article d’analyse May 06

Is There Now An Opportunity In DroneShield Limited (ASX:DRO)?

DroneShield Limited ( ASX:DRO ), might not be a large cap stock, but it saw a significant share price rise of 106% in...
Article d’analyse Apr 06

After Leaping 29% DroneShield Limited (ASX:DRO) Shares Are Not Flying Under The Radar

DroneShield Limited ( ASX:DRO ) shares have continued their recent momentum with a 29% gain in the last month alone...
Article d’analyse Mar 26

Returns Are Gaining Momentum At DroneShield (ASX:DRO)

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Article d’analyse Jan 17

Investors Appear Satisfied With DroneShield Limited's (ASX:DRO) Prospects As Shares Rocket 26%

DroneShield Limited ( ASX:DRO ) shares have continued their recent momentum with a 26% gain in the last month alone...

PDG

Angus Bean

less than a year
Titularisation

Mr. Angus Bean was Chief Technology Officer of DroneShield Limited since 2025 until October, 2025 and had been its Chief Product Officer since 2025 until April 08, 2026, serves as its Director, Managing Di...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Oleg Vornik
Adviser9.4yrsAU$7.49mpas de données
Carla Balanco
CFO & Joint Company Secretary6.8yrsAU$1.57mpas de données
Angus Bean
MD, CEO & Directorless than a yearpas de données0.054%
A$ 1.2m
Michael Powell
Chief Operating Officerless than a yearpas de donnéespas de données
Angus Harris
Chief Technology Officerless than a yearpas de donnéespas de données
Joshua Bolot
Director of Investor Relations & Strategyless than a yearpas de donnéespas de données
Paul Cenoz
General Counsel & Joint Company Secretary3.1yrspas de données0.16%
A$ 3.5m
Edith Miranda
Director of Marketingno datapas de donnéespas de données
Louis Gamarra
Chief Commercial Officerno datapas de donnéespas de données
Sasha Biskup
Chief Information Security Officer1.4yrspas de donnéespas de données
Ray Fitzgerald
President of DroneShield LLCless than a yearpas de donnéespas de données
Redmond Mcclintock
Commercial Directorno datapas de données0.73%
A$ 15.8m
0.7yrs
Durée moyenne de l'emploi

Gestion expérimentée: L'équipe de direction de DRO n'est pas considérée comme expérimentée (ancienneté moyenne 0.7 ans), ce qui suggère une nouvelle équipe.


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Angus Bean
MD, CEO & Directorless than a yearpas de données0.054%
A$ 1.2m
Jay Cohen
Member of Advisory Boardno dataAU$39.51kpas de données
Hamish McLennan
Independent Non-Executive Chairmanless than a yearpas de donnéespas de données
Richard Joffe
Independent Non-Executive Director1.7yrsAU$119.61kpas de données
Jethro Marks
Independent Non-Executive Director6.4yrsAU$647.65kpas de données
Simone Haslinger
Independent Non-Executive Director1.7yrsAU$119.61kpas de données
1.7yrs
Durée moyenne de l'emploi

Conseil d'administration expérimenté: Le conseil d'administration de la DRO n'est pas considéré comme expérimenté ( 1.7 années d'ancienneté moyenne), ce qui suggère un nouveau conseil d'administration.


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/29 22:50
Cours de l'action en fin de journée2026/06/29 00:00
Les revenus2025/12/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

DroneShield Limited est couverte par 6 analystes. 5 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Daniel LaingBell Potter
Baxter KirkBell Potter
Richard HarrisbergCanaccord Genuity