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ROCKETDNA LTD. — AGM Information 2026
May 27, 2026
65709_rns_2026-05-27_98758f05-d408-4fee-a708-04e390812701.pdf
AGM Information
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ROCKET DNA DRONES & AUTOMATION
ASX Announcement
Chairman’s Address – 2026 Annual General Meeting
28 May 2026, RocketDNA Ltd (ASX: RKT) (RocketDNA or the Company), a technology services company that leverages AI and Autonomous Drones to provide mission-critical services for enterprise customers, is pleased to release the Chairman’s address to this morning’s Annual General Meeting commencing at 9.00am (WST) by virtual meeting facility.
The Chairman’s address is attached to this announcement.
-ENDS-
This announcement has been authorised for release by David Morton, Chairman RocketDNA Ltd.
For more information, please contact:
Christopher Clark
Managing Director & CEO
[email protected]
+61 (0)8 6245 9194
Mark Flynn
Investor Relations
[email protected]
+61 (0) 416 068 733
RocketDNA Ltd (ASX: RKT) is a multinational drone-based data service and technology provider, listed on the ASX, offering aerial surveying, mapping, security, surveillance, and asset inspection for enterprise customers in the mining, agricultural, and engineering sectors. Through fully outsourced, AI-driven solutions, RocketDNA remotely operates drone systems, enabling customers to focus on ground operations while ensuring a fast data turnaround. The company generates revenue through multi-year contracts and short-term projects with major clients, including Tier 1 and Tier 2 miners such as Rio Tinto, BHP, South32, Newmont, Vault Minerals, and Seriti Coal. RocketDNA operates primarily in Australia and Africa, with regional offices in Perth, Johannesburg, and Accra.
RocketDNA Ltd
ABN 17 618 678 701
PHONE: +61 (0)8 6245 9194
WEBSITE: www.rocketdna.com
EMAIL: [email protected]
PHYSICAL ADDRESS: 366 Scarborough Beach Road Osborne Park, Perth, WA, 6017
ROCKET DNA DRONES & AUTOMATION
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Chairman's Address – 2026 Annual General Meeting
David Morton, Chairman RocketDNA Ltd (ASX: RKT)
Good morning, shareholders.
It is my pleasure to address you today and reflect on what has been, by any objective measure, a year of genuine milestones for RocketDNA.
Rather than speak in broad terms about strategy and direction, I want to focus on something more concrete: the firsts we achieved this past year, because they tell the story of a company moving from promise to delivery.
Eighteen months ago, this Company had one long-term xBot contract on its books. Today, it runs one of the largest continuous autonomous drone deployments operating in Australia. Each step in between opened the next.
The Regulatory First
In November 2025, RocketDNA became the first commercial operator approved under CASA's Broad Area Beyond Visual Line of Sight Self-Assessment Trial. Before that approval, every BVLOS site required three to six months of individual assessment. Now we can deploy on demand, in days, anywhere in Australia. An incremental step with fundamental gains.
Viewing Drones as Infrastructure
At RocketDNA, we believe the total addressable market for autonomous drone applications across various sectors is enormous. As a comparison, China currently has over 70,000 systems deployed across the country, with the largest use case being the automated inspection of critical infrastructure and pipelines.
At home, we see a similar trend starting to emerge – where real-time aerial data is no longer reserved only for those able to buy expensive hardware or attend lengthy training, but rather, at the click of a button, deploy a drone anywhere in the world, enabling faster decisions and productivity while improving safety by removing people from danger.
Our first purpose-built facility capable of supporting 24/7 autonomous flight operations across multiple geographies, the Remote Operating Centre in Perth, was fully commissioned in the middle of last year. This was not a minor infrastructure investment. It fundamentally changed how we deliver services at scale. Around the same time, SiteTube, our proprietary platform for real-time GIS data visualisation and automated reporting, was integrated across all xBot deployments for the first time, extending its benefits to every customer simultaneously.
The Customer Firsts that followed
In July 2025, we signed our first agreement with Vault Minerals at the King of the Hills gold mine in Western Australia, an 18-month contract combining autonomous xBot flight operations with integrated data-processing workflows. In the same month, we launched our first government security surveillance site, extending RocketDNA's presence into public infrastructure for the first time.
RocketDNA Ltd
ABN 17 618 678 701
PHONE: +61 (0)8 6245 9194
WEBSITE: www.rocketdna.com
EMAIL: [email protected]
PHYSICAL ADDRESS: 366 Scarborough Beach Road Osborne Park, Perth, WA, 6017
ROCKET DNA DRONES & AUTOMATION
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In September 2025, the BHP Mitsubishi Alliance trial at Saraji converted into our first formal paid contract with BMA. It is worth noting that the trial unit at Saraji had become the most heavily utilised xBot in our entire fleet by that point, completing around 200 missions per month, which rather speaks for itself. By October, that first contract had expanded to six dual xBot units. By the March 2026 quarter, the BMA fleet was complete across Peak Downs, Goonyella, Saraji and Caval Ridge. Since June 2025, we have flown over 8,500 autonomous missions across those four sites, logged more than 3,000 hours of flight time, and are now running at an average of 2,000 flights per month. This is one of the largest continuous autonomous drone deployments operating in Australia.
In November 2025, we received an order from Anglo American for seven xBot systems at Kumba's Sishen Mine in South Africa. In August 2025, we signed our first three-year purchase order with Gold Fields and Gold Road at the Gruyere joint venture in Western Australia. In late 2024, we commenced our first xBot trial with Rio Tinto at Gudai-Darri, Rio's most technologically advanced iron ore operation – a deployment that continues to this day.
We extended Assmang at Khumani and added two new operational areas at King and Bruce mines. We grew with Norton Gold Fields across multiple satellite operations and delivered our first xBots to Sibanye Gold.
By December 2025, xBot systems were operating in every Australian state bar Tasmania. A geographic footprint that did not exist at the start of the financial year.
The customer list now reads as a roll call of the global mining industry. BHP. Rio Tinto. Anglo American. Gold Fields. South32. Newmont. Vault Minerals. Seriti Coal. Sibanye. Norton Gold Fields. Assmang. These are not pilots. These are deployed operations producing recurring revenue.
The Product first
In March 2026, we achieved two milestones that I believe will be looked back upon as genuinely significant. The first was the live deployment of Skylink, our first proprietary operating system for autonomous drone fleet management, with an existing Tier-1 mining customer.
Skylink moves RocketDNA from delivering drone services on a site-by-site basis to running fleets centrally across multiple locations. It treats drones as managed infrastructure, not one-off equipment. The shift lets us combine three revenue streams in a single contract: the xBot hardware, the flight and data services, and now the Skylink software layer. Bundled this way, each deployment becomes a longer-term, higher-margin enterprise relationship that is hard to displace.
The Financial first
The second milestone in March was equally important. In the March 2026 quarter, RocketDNA recorded its first positive operating cash flow in the Company's history. Sixty-two thousand dollars, not a large number in isolation, but a significant one in what it represents. Net operating cash flow improved by A$345,000 from the prior quarter. Revenue grew 49 per cent year on year. Monthly recurring revenue passed A$600,000. xBot recurring revenue rose 73 per cent quarter on quarter. The recurring revenue model is working and marks a turning point in this business's financial maturity.
RocketDNA Ltd ABN 17 618 678 701
PHONE: +61 (0)8 6245 9194
WEBSITE: www.rocketdna.com
EMAIL: [email protected]
PHYSICAL ADDRESS: 366 Scarborough Beach Road Osborne Park, Perth, WA, 6017
ROCKET DNA DRONES & AUTOMATION
TÜV SÜD ISO 9001
Where this leaves us
These are not projections or aspirations. They happened, month by month, across multiple continents and growing verticals. Each required the commitment of our team, the confidence of our customers, and the patience of our shareholders.
Each first iteration compounded the next. The CASA approval made broad deployment possible. Broad deployment proved the model at BMA. BMA at scale proved the case for Skylink. Skylink turns RocketDNA from a services business into a platform business. The financials tell us the model is paying its way. The customer base tells us the market is ready.
We enter this next period with a growing contract base, a proprietary software platform in live operation, and a business generating cash from its operations for the first time.
The Board is proud of what your management team, led by Chris Clark, and our people across Perth, Adelaide, Johannesburg and Accra have delivered. We are excited about the opportunities ahead and confident in the platform we have built to capture them.
I thank you for your continued support.
RocketDNA Ltd
ABN 17 618 678 701
PHONE: +61 (0)8 6245 9194
WEBSITE: www.rocketdna.com
EMAIL: [email protected]
PHYSICAL ADDRESS: 366 Scarborough Beach Road Osborne Park, Perth, WA, 6017