$DRONESHIELD LTD(DRO.AU)$ 

$S&P/ASX 200(XJO.AU)$  

$Vaneck Global Defence Etf(DFND.AU)$ 

$Global X Defence Tech ETF(DTEC.AU)$ 

5th September 2025 marks a milestone for Australian defence technology company$DRONESHIELD LTD(DRO.AU)$  , with the counter-drone specialist officially selected for inclusion in the S&P/ASX200 index. The inclusion highlights the company's growing market presence, underpinned by a strong run of contract wins and expanding opportunities in the global counter-unmanned aerial systems (C-UAS) sector.

📈 Recognition Through Index Inclusion 📈

Joining the S&P/ASX200 is widely seen as a marker of maturity and stability for an ASX-listed company, opening the door to boarder institutional investment. DroneShield's elevation reflects both its rapid growth trajectory and rising importance in defence and national security markets. The company has posted record revenue in 2025, supported by strong demand from allied militaries and security agencies.

🛡️Project LAND 156: Multi-Phase Opportunity 🛡️

One of the key growth drivers for DroneShield's is Australia's Project LAND 156, a long term procurement program aimed at equipping the Australian Defence Force with advanced counter-drone capabilities.

- In July 2025, DroneShield was awarded contracts worth approximately AU$5 million under the program's equipment supply phase, providing handheld counter-drone systems.

- Importantly, this was only the opening stage of LAND 156. The overall project is structured into several phases, with a substantial majority of the program - estimated at AU$1.3 billion - yet to be awarded over the coming decade.

- While the role of Systems Integration Partner (SIP) went to Leidos Australia in August, DroneShield's remains well positioned to secure additional equipment supply contracts as the program evolves.

🎯 Looking Ahead 🎯

With its entry into the S&P/ASX200, DroneShield is now firmly in the spotlight for a wider investor base. Combined with the long-tail opportunities presented by LAND 156 and parallel international program, the company is strategically placed to capture a significant share of the rapidly expanding global counter-drone market.

As the stock itself was going through a consolidation phase for the past three weeks, I believe most sellers have exited and we are present with an attractive entry point. Inclusion in the index underscores investor confidence, while participation in LAND 156 provides a runway for growth that could extend well into the next decade.

The post contains my personal view, not financial advice. Please like and share if you find this helpful. 🙌🏻

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