ROCKETDNA LTD. — Interim / Quarterly Report 2025

Jan 21, 2026

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ASX Announcement

December 2025 Quarterly Activities Report

HIGHLIGHTS

• Financial performance (unaudited): Q4 revenue of $2.482 million, up 32% on Q3 and up 20% on Q4 FY24

• New Contracts and Orders

• Approximately A$2.73 million in new binding contracts, purchase orders and extensions announced, across Australia and Africa during the reporting period

• Anglo American / Kumba Iron Ore (South Africa): order received for the supply and integration of seven xBot® systems at the Sishen Mine, valued at ZAR 6.56 million (~A$580k)

• BHP Western Australian Iron Ore (WAIO): first 12-month contract secured, valued at ~A$350k , marking RocketDNA’s initial deployment into BHP Iron Ore operations

• BHP Mitsubishi Alliance (BMA): additional purchase orders valued at ~A$1.0 million for the operation of six dual SurveyBot® units from January to June 2026

• Renewals, Extensions and Expanded Purchase Orders

• Assmang, Khumani Iron Ore Mine: 12-month extension of drone-based survey and data services, valued at ~ZAR 4.0m (~A$360k) , extending services through to 30 November 2026

• Norton Gold Fields: additional purchase orders for two xBot® units, valued at ~A$240k , supporting increased operational usage across multiple satellite operations

• Norton Gold Fields (post quarter): 12-month purchase order for xBot operations valued at approximately $84k (ex-GST), contributing to recurring services revenue

• Platform and Deployment

• Increasing xBot® utilisation and flight frequency across existing enterprise customers

• SiteTube® usage expanded to support planning, geotechnical review and short-interval operational control

• Construction and delivery of new xBots progressing, supporting upcoming deployments to new enterprise customers, including BMA

22 January 2026, RocketDNA Ltd (ASX: RKT ) ( RocketDNA or the Company ) is pleased to provide its December 2025 Quarterly Activities Report.

RocketDNA continued to build momentum across its core autonomous drone and data services business, supported by repeat-customer expansion, new enterprise deployments, and ongoing investment in scalable hardware and software capabilities. The quarter was characterised by increasing xBot® utilisation, deeper integration of SiteTube® across customer workflows, and strengthening of the Company’s balance sheet to support growth into 2026.

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Financial summary

RocketDNA recorded Q4 revenue (unaudited) of $2.482 million, representing an increase of 32% on Q3 and 20% on Q4 FY24.

Net cash used in operating activities reduced by 26% to $283k for the quarter. Cash receipts from customers increased by 38% to $2.425 million.

During the quarter, RocketDNA successfully completed a Placement to raise A$4.0 million (before costs) at an issue price of $0.015 per share, receiving strong support from new and existing institutional, sophisticated and strategic investors. (Refer ASX Announcement 3 November 2025.)

As of 31 December 2025, RocketDNA held a cash balance of $3.862 million (30 September 2025: $1.034 million).

Commenting on the December quarter, RocketDNA MD & CEO Christopher Clark said:

“During the December quarter, we continued to see tangible outcomes from the groundwork laid over the past 12 to 18 months. The business reached an inflection point during the quarter, building on the operational and technology investments made throughout 2025.

Customers are moving beyond initial trials and early deployments, increasing the number of autonomous systems in operation and expanding the use of our software and data tools across their sites.

Securing our first contract with BHP Iron Ore and expanding our presence at established operations such as Khumani and Norton reinforces the value customers see in autonomous drone systems that deliver reliable, repeatable data at scale.

Our recent focus has been on the construction and delivery of xBot units associated with the BMA purchase orders received mid-quarter. These units are expected to be commissioned in early Q1 2026. Billing will commence on the newly awarded sites following commissioning, with no revenue from these new sites currently recognised in the December 2025 quarter.”

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COMMERCIAL AND OPERATIONAL UPDATE

New and Expanded Customer Contracts

• BHP Western Australian Iron Ore (WAIO)

RocketDNA secured its first 12-month contract with BHP WAIO, valued at approximately A$350k, representing the Company’s initial deployment into BHP Iron Ore operations. (Refer ASX Announcement 17 December 2025.)

The engagement is expected to include autonomous aerial survey activities using RocketDNA’s xBot® platform, supporting routine mine survey workflows, ore reconciliation and operational planning. The contract also provides access to the Company’s SiteTube® visualisation and reporting platform, with mobilisation and operational rollout expected to commence in early 2026.

• Assmang - Khumani Iron Ore Mine, South Africa

RocketDNA secured a 12-month extension for drone-based survey and data services at Assmang’s Khumani Iron Ore Mine, valued at approximately ZAR 4.0 million (~A$360k) through to 30 November 2026. (Refer ASX Announcement 17 December 2025.)

In addition, RocketDNA received a new 12-month contract for two survey xBots®, positioned across the King and Bruce operational areas, valued at approximately ZAR 2.2 million (~A$200k) through to 31 December 2026. This followed a successful proof-of-concept demonstrating the xBot platform’s capability for automated survey tasks in a large-scale open-pit environment.

• Norton Gold Fields

Norton Gold Fields continued to engage RocketDNA for survey and data services across multiple satellite operations, supporting production, ore reconciliation and safety activities.

During the quarter, Norton issued additional purchase orders for two xBot® units valued at approximately A$240k, reflecting increased operational usage and ongoing demand for autonomous survey capability. (Refer ASX Announcement 17 December 2025.)

Subsequent to the end of the reporting period, RocketDNA received a 12-month purchase order for xBot operations at Norton Gold Fields’ Havana operation. The purchase order covers autonomous operations, remote production and geology support, SiteTube platform access, data storage, Starlink connectivity and operational support services, and is valued at approximately $84k (ex-GST). The Company expects a further purchase order for xBot operations at Binduli South to follow.

• BHP Mitsubishi Alliance (BMA) Multi-site Expansion

Following the contract at its Saraji mine, further purchase orders from BHP Mitsubishi Alliance (BMA) coal operations, valued at ~$1 million, were received by RocketDNA in October, covering three additional sites with the ongoing operation of six dual SurveyBot® units for the first half of 2026. The purchase orders include the lease and operation of the hardware, supported by SiteTube® software, which delivers real-time geospatial data for mine planning, geology, and environmental teams. (Refer ASX Announcement 27 October 2025.)

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• Flight Hours

Australian autonomous flights increased a further 52% from quarter 3 to quarter 4, which equated to 6 times the flight numbers in quarter 1 2025. Flight number increases are driven not only by new unit deployments but also by existing customers expanding flight frequency as additional use cases emerge to leverage RocketDNA’s automated data processing capabilities.

• SiteTube® Adoption and Software Expansion

Adoption of RocketDNA’s SiteTube® visualisation and reporting platform continued to increase during the quarter, supporting planning, geotechnical review and short-interval operational control workflows.

Mining customers are increasingly shifting towards higher-frequency data routines, with growing demand for pit wall scans, haul road checks and stockpile surveys. SiteTube® provides real-time access to survey outputs processed through RocketDNA’s cloud-based platform, supporting timely decision-making across operational teams.

FINANCIALS

Revenue

RocketDNA recorded $2.482 million in revenue (unaudited) for the December quarter, up 32% on Q3, underpinned by diversified xBot leasing, services, software and data revenue streams.

Group xBot recurring revenue increased 40% quarter-on-quarter, noting that this does not yet include the BMA and BHP Iron Ore orders which are expected to commence in Q1 2026. Australian recurring xBot revenue increased 52% from Q3, following a 40% increase in Q3, supported by expanding domestic deployments. African recurring xBot revenue increased 20% from Q3 to Q4, reflecting higher utilisation across existing customer sites.

xBot equipment sales of $824k contributed to revenue during the quarter, primarily from deployments with Anglo American and Norton Gold Fields. These sales are excluded from recurring revenue.

Total revenue increased by $608k quarter-on-quarter, with growth in xBot revenues partially offset by a decline in legacy drone services and equipment sales.

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Capital Raise to Support Growth

During the quarter, RocketDNA successfully completed a Placement to raise A$4.0 million (before costs) at an issue price of $0.015 per share, receiving strong support from new and existing institutional, sophisticated and strategic investors. (Refer ASX Announcement 3 November 2025.)

Funds raised are being directed towards:

• xBot® production and inventory

• Software development for SiteTube® and Skylink

• Additional sales and deployment support

• Working capital and offer costs

The Placement strengthens RocketDNA’s balance sheet and positions the Company to accelerate deployment activity and software development through 2026.

Cash and Appendix 4C

Net cash used in operating activities reduced by 26% to $283k for the quarter. Cash receipts from customers increased by 38%, predominantly from sales in late Q3. The increase in payments was driven by the manufacture of xBot units sold, indirect taxes associated with the cash receipts, and year-end income tax.

Investment in xBot builds and remote operating centre hardware ahead of deployments planned for Q1 2026 was the main contributor to equipment investment of $525k, with a further $60k investment in continued software development.

As of 31 December 2025, RocketDNA held a cash balance of $3.862 million (30 September 2025: $1.034 million).

Further details on cash flows are provided in the accompanying Appendix 4C.

As per item 6.1 of the Appendix 4C, payments to related parties and their associates totalled $165k.

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OUTLOOK

RocketDNA enters calendar year 2026 with a growing base of enterprise customers, increased autonomous deployments, and strengthened funding capacity. The Company is transitioning from an investment phase into a scale-up phase, following the establishment of core autonomous platforms and an enterprise customer foundation

Key priorities for the coming quarters include:

• Deployment and operational commencement of newly secured contracts

• Continued expansion of xBot® systems across existing customer sites

• Ongoing development and rollout of SiteTube® and Skylink to support broader operational use cases

• Progression of additional enterprise opportunities across mining and critical infrastructure sectors

• The Company remains focused on scaling recurring revenue through repeatable deployments and software-enabled services.

-ENDS-

This announcement has been authorised for release by the Board of RocketDNA Ltd.

For information, please contact:

Christopher Clark Mark Flynn Managing Director & CEO Investor Relations contact@rocketdna.com investors@rocketdna.com +61 (0)8 6245 9194 +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 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.

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Rule 4.7B

Appendix 4C Quarterly cash flow report for entities subject to Listing Rule 4.7B

Name of entity

ROCKETDNA LIMITED

ABN 17 618 678 701

Quarter ended (“current quarter”)

31 December 2025

Consolidated statement of cash flows	Current quarter $A’000	Year to date (12 months) $A’000
1. Cash flows from operating activities 1.1 Receipts from customers 1.2 Payments for (a) research and development (b) product manufacturing and operating costs (c) advertising and marketing (d) leased assets (e) staff costs (f) administration and corporate costs 1.3 Dividends received (see note 3) 1.4 Interest received 1.5 Interest and other costs of finance paid 1.6 Income taxes (paid)/received 1.7 Government grants and tax incentives 1.8 Other (provide details if material) 1.9 Net cash from / (used in) operating activities	2,425 - (705) (70) (58) (990) (828) - 6 - (63) - -	7,893 - (2,483) (284) (171) (3,644) (2,824) - 22 - (22) - 2
	(283)	(1,511)

ASX Listing Rules Appendix 4C (17/07/20) + See chapter 19 of the ASX Listing Rules for defined terms.

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Rule 4.7B

2. Cash flows from investing activities 2.1 Payments to acquire or for: (a) entities (b) businesses (c) property, plant and equipment (d) investments (e) intellectual property (f) other non-current assets 2.2 Proceeds from disposal of: (a) entities (b) businesses (c) property, plant and equipment (d) investments (e) intellectual property (f) other non-current assets 2.3 Cash flows from loans to other entities 2.4 Dividends received (see note 3) 2.5 Other (provide details if material) 2.6 Net cash from / (used in) investing activities	- - (525) - - (60) - - 73 - - - - - -	- - (1,752) - - (281) - - 188 - - - (6) - (13)
	(512)	(1,864)
3. Cash flows from financing activities 3.1 Proceeds from issues of equity securities (excluding convertible debt securities) 3.2 Proceeds from issue of convertible debt securities 3.3 Proceeds from exercise of options 3.4 Transaction costs related to issues of equity securities or convertible debt securities 3.5 Proceeds from borrowings 3.6 Repayment of borrowings 3.7 Transaction costs related to loans and borrowings 3.8 Dividends paid 3.9 Other (provide details if material) 3.10 Net cash from / (used in) financing activities	4,000 - - (222) - (99) - - -	4,400 - - (259) 294 (555) - - -
	3,679	3,880

ASX Listing Rules Appendix 4C (17/07/20) + See chapter 19 of the ASX Listing Rules for defined terms.

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Appendix 4C Quarterly cash flow report for entities subject to Listing Rule 4.7B

4. 4.1 4.2 4.3 4.4 4.5 4.6	Net increase / (decrease) in cash and cash equivalents for the period Cash and cash equivalents at beginning of period Net cash from / (used in) operating activities (item 1.9 above) Net cash from / (used in) investing activities (item 2.6 above) Net cash from / (used in) financing activities (item 3.10 above) Effect of movement in exchange rates on cash held Cash and cash equivalents at end of period	1,034 (283) (512) 3,679 (56)	3,406 (1,511) (1,864) 3,880 (49)
		3,862	3,862
5. Reconciliation of cash and cash equivalents at the end of the quarter (as shown in the consolidated statement of cash flows) to the related items in the accounts		Current quarter $A’000	Previous quarter $A’000
5.1 Bank balances 5.2 Call deposits 5.3 Bank overdrafts 5.4 Other (provide details) 5.5 Cash and cash equivalents at end of quarter (should equal item 4.6 above)		3,799 63 - -	1,034 - - -
		3,862	1,034
6. Payments to related parties of the entity and their associates			Current quarter $A'000
6.1 Aggregate amount of payments to related parties and their associates included in item 1 165 6.2 Aggregate amount of payments to related parties and their associates included in item 2 - Note: if any amounts are shown in items 6.1 or 6.2, your quarterly activity report must include a description of, and an explanation for, such payments.			165
			-

ASX Listing Rules Appendix 4C (17/07/20) + See chapter 19 of the ASX Listing Rules for defined terms.

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Appendix 4C Quarterly cash flow report for entities subject to Listing Rule 4.7B

7. 7.1 7.2 7.3 7.4 7.5 7.6	Financing facilities Note: the term “facility’ includes all forms of financing arrangements available to the entity. Add notes as necessary for an understanding of the sources of finance available to the entity. Total facility amount at quarter end $A’000 Amount drawn at quarter end $A’000 Loan facilities 320 320 Credit standby arrangements 0 0 Other (see below) 675 675 Total financing facilities 995 995 Unused financing facilities available at quarter end 0 Include in the box below a description of each facility above, including the lender, interest rate, maturity date and whether it is secured or unsecured. If any additional financing facilities have been entered into or are proposed to be entered into after quarter end, include a note providing details of those facilities as well.	Total facility amount at quarter end $A’000	Amount drawn at quarter end $A’000
		320	320
		0	0
		675	675
		995	995

8.	Estimated cash available for future operating activities	$A’000
8.1 8.2 8.3 8.4 8.5 8.6	Net cash from / (used in) operating activities (item 1.9) (283) Cash and cash equivalents at quarter end (item 4.6) 3,862 Unused finance facilities available at quarter end (item 7.5) 0 Total available funding (item 8.2 + item 8.3) 3,862 Estimated quarters of funding available (item 8.4 divided by item 8.1) 13.65 Note: if the entity has reported positive net operating cash flows in item 1.9, answer item 8.5 as “N/A”. Otherwise, a figure for the estimated quarters of funding available must be included in item 8.5. If item 8.5 is less than 2 quarters, please provide answers to the following questions: 8.6.1 Does the entity expect that it will continue to have the current level of net operating cash flows for the time being and, if not, why not?	(283) 3,862 0
		3,862
	N/A
	8.6.2 Has the entity taken any steps, or does it propose to take any steps, to raise further cash to fund its operations and, if so, what are those steps and how likely does it believe that they will be successful?
	N/A

ASX Listing Rules Appendix 4C (17/07/20) + See chapter 19 of the ASX Listing Rules for defined terms.

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Appendix 4C Quarterly cash flow report for entities subject to Listing Rule 4.7B

• 8.6.3 Does the entity expect to be able to continue its operations and to meet its business objectives and, if so, on what basis?

N/A

Note: where item 8.5 is less than 2 quarters, all of questions 8.6.1, 8.6.2 and 8.6.3 above must be answered.

Compliance statement

• 1 This statement has been prepared in accordance with accounting standards and policies which comply with Listing Rule 19.11A.

• 2 This statement gives a true and fair view of the matters disclosed.

Date: 22 January 2026

Authorised by: .By the board

(Name of body or officer authorising release – see note 4)

Notes

1. This quarterly cash flow report and the accompanying activity report provide a basis for informing the market about the entity’s activities for the past quarter, how they have been financed and the effect this has had on its cash position. An entity that wishes to disclose additional information over and above the minimum required under the Listing Rules is encouraged to do so.

2. If this quarterly cash flow report has been prepared in accordance with Australian Accounting Standards, the definitions in, and provisions of, AASB 107: Statement of Cash Flows apply to this report. If this quarterly cash flow report has been prepared in accordance with other accounting standards agreed by ASX pursuant to Listing Rule 19.11A, the corresponding equivalent standard applies to this report.

3. Dividends received may be classified either as cash flows from operating activities or cash flows from investing activities, depending on the accounting policy of the entity.

4. If this report has been authorised for release to the market by your board of directors, you can insert here: “By the board”. If it has been authorised for release to the market by a committee of your board of directors, you can insert here: “By the [ name of board committee – eg Audit and Risk Committee ]”. If it has been authorised for release to the market by a disclosure committee, you can insert here: “By the Disclosure Committee”.

5. If this report has been authorised for release to the market by your board of directors and you wish to hold yourself out as complying with recommendation 4.2 of the ASX Corporate Governance Council’s Corporate Governance Principles and Recommendations , the board should have received a declaration from its CEO and CFO that, in their opinion, the financial records of the entity have been properly maintained, that this report complies with the appropriate accounting standards and gives a true and fair view of the cash flows of the entity, and that their opinion has been formed on the basis of a sound system of risk management and internal control which is operating effectively.

ASX Listing Rules Appendix 4C (17/07/20) + See chapter 19 of the ASX Listing Rules for defined terms.

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