DroneShield Limited

ASX:DRO Stok Raporu

Piyasa değeri: AU$2.1b

DroneShield Yönetim

Yönetim kriter kontrolleri 0/4

DroneShield CEO'su Angus Bean, Apr2026 tarihinde atandı, in görev süresi bir yıldan az. şirketin hisselerinin 0.054% doğrudan sahiptir ve bu hisselerin değeri A$ 1.16M dir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 1.1 yıl ve 1 yıldır.

Anahtar bilgiler

Angus Bean

İcra Kurulu Başkanı

n/a

Toplam tazminat

CEO maaş yüzdesin/a
CEO görev süresiless than a year
CEO sahipliği0.05%
Yönetim ortalama görev süresi1.1yrs
Yönetim Kurulu ortalama görev süresi1yr

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi Jul 10

DRO: World Cup Security Wins Will Offset ASIC Investigation Risk

Analysts have reduced their price target for DroneShield to A$2.28 from A$3.70, citing updated assumptions for discount rates, revenue growth, profit margins, and a lower future P/E multiple. What’s in the News for DroneShield Kansas City Police Department and regional agencies selected DroneShield as the primary counter-UAS detection and threat response layer in a new integrated drone operations and security platform for FIFA World Cup 2026 venues and public spaces, funded by the U.S. Counter-UAS Grant Program (source: client announcement).
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Yeni Anlatı 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?
Yeni Anlatı 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?
Anlatı Güncellemesi 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.
Yeni Anlatı 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.
Anlatı Güncellemesi 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.
Yeni Anlatı 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.
Yeni Anlatı 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
User avatar
Yeni Anlatı 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...

CEO

Angus Bean

less than a year
Görev süresi

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Oleg Vornik
Adviser9.5yrsAU$7.49mVeri yok
Carla Balanco
CFO & Joint Company Secretary6.9yrsAU$1.57mVeri yok
Angus Bean
MD, CEO & Directorless than a yearVeri yok0.054%
A$ 1.2m
Michael Powell
Chief Operating Officerless than a yearVeri yokVeri yok
Angus Harris
Chief Technology Officerless than a yearVeri yokVeri yok
Joshua Bolot
Director of Investor Relations & Strategyless than a yearVeri yokVeri yok
Paul Cenoz
General Counsel & Joint Company Secretary3.2yrsVeri yok0.16%
A$ 3.5m
Edith Miranda
Director of Marketingno dataVeri yokVeri yok
Louis Gamarra
Chief Commercial Officerno dataVeri yokVeri yok
Sasha Biskup
Chief Information Security Officer1.5yrsVeri yokVeri yok
Melanie Carasso
Chief of Staffno dataVeri yokVeri yok
Redmond Mcclintock
Commercial Directorno dataVeri yok0.73%
A$ 15.7m
1.1yrs
Ortalama Görev Süresi

Deneyimli Yönetim: DRO 'un yönetim ekibi deneyimli olarak kabul edilmiyor ( 1.1 yıl), bu da yeni bir ekibin varlığını gösteriyor.


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Angus Bean
MD, CEO & Directorless than a yearVeri yok0.054%
A$ 1.2m
Jay Cohen
Member of Advisory Boardno dataAU$39.51kVeri yok
Hamish McLennan
Independent Non-Executive Chairmanless than a yearVeri yokVeri yok
Richard Joffe
Independent Non-Executive Director1.8yrsAU$119.61kVeri yok
Jethro Marks
Independent Non-Executive Director6.5yrsAU$647.65kVeri yok
Simone Haslinger
Independent Non-Executive Director1.8yrsAU$119.61kVeri yok
Lee Goddard
Independent Non- Executive Directorno dataVeri yokVeri yok
1.0yrs
Ortalama Görev Süresi

Deneyimli Yönetim Kurulu: DRO 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilmiyor ( 1 yıllık ortalama görev süresi), bu da yeni bir yönetim kurulu olduğunu gösteriyor.


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/07/17 12:13
Gün Sonu Hisse Fiyatı2026/07/17 00:00
Kazançlar2025/12/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

DroneShield Limited 6 Bu analistlerden 5, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Daniel LaingBell Potter
Baxter KirkBell Potter
Richard HarrisbergCanaccord Genuity