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Highlights

  • DroneShield awarded AUD 9.7 million contract for counter-drone systems in Latin America.

  • Equipment delivery and payment expected in Q3–Q4 2025, with no additional conditions.

  • Company shares climb over 4%, extending year-to-date gain to 230%.

     

DroneShield Ltd (ASX:DRO) has commenced the week on a positive note, with its shares rising over 4% in Monday morning trade to AUD  2.49. The counter-drone technology provider’s latest contract announcement has fuelled investor enthusiasm, further cementing its impressive performance in 2025.

The S&P/ASX 200 index was up 0.3% at the time of writing, meaning DroneShield significantly outpaced the broader market.

According to the company’s statement, it has secured an AUD 9.7 million contract package consisting of three standalone agreements. The contracts relate to DroneShield’s handheld and on-the-move counter-drone systems and were awarded via its privately owned in-country reseller. This reseller is contractually obligated to distribute the systems to a defence sector customer based in Latin America.

DroneShield anticipates delivering the full set of equipment during the third and fourth quarters of 2025. Payments associated with the transaction are also expected to be received within the same period. The company confirmed that no further material conditions are required to complete the sale.

This development follows two previous contract wins from the same reseller in December 2024 and January 2025, which collectively accounted for AUD 10.8 million. In those instances, deliveries and payments were completed promptly and efficiently.

While the identity of the end customer remains undisclosed, DroneShield clarified that it does not believe such disclosure would materially impact the valuation of its securities. The company has followed a consistent policy of withholding customer identities in similar past contracts.

Chief Executive Officer Oleg Vornik highlighted the strategic importance of the Latin American market. He noted that DroneShield has successfully delivered systems, training, and capabilities into the region in 2025, and flagged the potential for future growth. “With a substantial pipeline, diversified over multiple countries and customers, DroneShield is anticipating further developments in 2025 in this region,” Vornik said.

The company’s stock performance has reflected this operational momentum. Since the beginning of the year, DroneShield shares have surged approximately 230%. A hypothetical AUD 10,000 investment in the company’s stock at the close of 2024 would now be valued at around AUD 33,000.