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ROCKETDNA LTD. — Investor Presentation 2025
Oct 20, 2025
65709_rns_2025-10-20_9a2f9581-5814-42a8-965f-27d39b945639.pdf
Investor Presentation
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ASX: RKT
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Australian MicroCap Investment Conference 21 October 2025
Authorised for release by the Board of RocketDNA Ltd
Disclaimer
Summary
This presentation has been prepared by RocketDNA Limited. (“RocketDNA” or the “Company”) based on information available to it as at the date of this presentation. The information in this presentation is provided in summary form and does not contain all information necessary to make an investment decision.
This presentation does not constitute an offer, invitation, solicitation or recommendation with respect to the purchase or sale of any security in RocketDNA, nor does it constitute financial product advice or take into account any individual’s investment objectives, taxation situation, financial situation or needs. An investor must not act on the basis of any matter contained in this presentation but must make its own assessment of RocketDNA and conduct its own investigations. Before making an investment decision, investors should consider the appropriateness of the information having regard to their own objectives, financial situation and needs, and seek legal, taxation and financial advice appropriate to their jurisdiction and circumstances. RocketDNA is not licensed to provide financial product advice in respect of its securities or any other financial products. Cooling off rights do not apply to the acquisition of RocketDNA securities.
Although reasonable care has been taken to ensure that the facts stated in this presentation are accurate and that the opinions expressed are fair and reasonable, no representation or warranty, express or implied, is made as to the fairness, accuracy, completeness or correctness of the information, opinions and conclusions contained in this presentation. To the maximum extent permitted by law, none of RocketDNA its officers, directors, employees and agents, nor any other person, accepts any responsibility and liability for the content of this presentation including, without limitation, any liability arising from fault or negligence, for any loss arising from the use of or reliance on any of the information contained in this presentation or otherwise arising in connection with it.
The information presented in this presentation is subject to change without notice and RocketDNA does not have any responsibility or obligation to inform you of any matter arising or coming to their notice, after the date of this presentation, which may affect any matter referred to in this presentation. The distribution of this presentation may be restricted by law and you should observe any such restrictions.
This presentation contains certain forward-looking statements that are based on the Company’s management’s beliefs, assumptions and expectations and on information currently available to management. Such forward looking statements involve known and unknown risks, uncertainties, and other factors which may cause the actual results or performance of RocketDNA to be materially different from the results or performance expressed or implied by such forward looking statements. Such forward looking statements are based on numerous assumptions regarding the Company’s present and future business strategies and the political and economic environment in which RocketDNA will operate in the future, which are subject to change without notice. Past performance is not necessarily a guide to future performance, and no representation or warranty is made as to the likelihood of achievement or reasonableness of any forwardlooking statements or other forecast. To the full extent permitted by law, RocketDNA and its directors, officers, employees, advisers, agents and intermediaries disclaim any obligation or undertaking to release any updates or revisions to information to reflect any change in any of the information contained in this presentation (including, but not limited to, any assumptions or expectations set out in the presentation).
Not Financial or Product Advice
This presentation is for information purposes only and is not a prospectus, product disclosure statement or other offer document under Australian law or the law of any other jurisdiction. This document is not a financial product or investment advice, or a recommendation to acquire securities in RocketDNA Limited, nor is it legal or tax advice. You are solely responsible for seeking independent and professional advice in relation to the information contained in this presentation and any action taken on the basis of that information. Before making an investment decision, prospective investors should consider the appropriateness of the information having regard to their own objectives, financial and tax situation and needs and seek legal and taxation advice appropriate to their jurisdiction.
Financial Data
All dollar values are in Australian dollars (A$) unless stated otherwise.
Past performance
Past performance information given in this presentation is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. The historical information in this presentation is, or is based upon, information that has been released to the Australian Securities Exchange (ASX). This presentation should be read in conjunction with RocketDNA Limited’s other periodic and continuous disclosure announcements which are available at www.asx.com.au.
Future performance
The presentation includes forward-looking statements regarding future events and the future financial performance of RocketDNA Limited. Forward looking words such as “expect”, “should”, “could”, “may”, “predict”, “plan”, “will”, “believe”, “forecast”, “estimate”, “target” or other similar expressions are intended to identify forward-looking statements. Any forward-looking statements included in this document involve subjective judgment and analysis and are subject to significant uncertainties, risks and contingencies, many of which are outside the control of, and are unknown to, RocketDNA Limited and its officers, employees, agents or associates. In particular, factors such as variable climatic conditions and regulatory decisions and processes may affect the future operating and financial performance of RocketDNA Limited. This may cause actual results to be materially different from any future results, performance or achievements expressed or implied by such statements. The Information also assumes the success RocketDNA Limited’s business strategies. The success of the strategies is subject to uncertainties and contingencies beyond control, and no assurance can be given that the anticipated benefits from the strategies will be realised in the periods for which forecasts have been prepared or otherwise. Given these uncertainties, you are cautioned to not place undue reliance on any such forward looking statements. RocketDNA Limited is providing this information as of the date of this presentation and does not assume any obligation to update any forward-looking statements contained in this document as a result of new information, future events or developments or otherwise.
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No representation, warranty or assurance (express or implied) is given or made in relation to any forward-looking statement by any person (including the Company). In particular, no representation, warranty or assurance (express or implied) is given that the occurrence of the events expressed or implied in any forward-looking statements in this presentation will actually occur. Actual results, performance or achievement may vary materially from any projections and forward-looking statements and the assumptions on which those statements are based. The forward-looking statements in this presentation speak only as at the date of this presentation.
No advertisement
This document does not constitute an advertisement for an offer or proposed offer of securities. It is not intended to induce any person to engage in, or refrain from engaging in, any transaction.
Disclaimer
Except as required by law, no representation or warranty, express or implied, is made as to the fairness, accuracy, completeness, reliability or correctness of the Information, opinions and conclusions, or as to the reasonableness of any assumption contained in this presentation. By receiving this presentation and to the extent permitted by law, you release RocketDNA Limited and its officers, employees, agents and associates from any liability (including, without limitation, in respect of direct, indirect or consequential loss or damage or loss or damage arising by negligence) arising as a result of the reliance by you or any other person on anything contained in or omitted from this presentation. To the maximum extent permitted by law, RocketDNA Limited and its respective advisers, affiliates, related bodies corporate, directors, officers, partners, employees and agents exclude and disclaim all liability, including without limitation for negligence or for any expenses, losses, damages or costs incurred by you as a result of your participation in or failure to participate in the Offer and the information in the presentation being inaccurate or incomplete in any way for any reason, whether by negligence or otherwise. To the maximum extent permitted by law, RocketDNA Limited and its advisers, affiliates, related bodies corporate, directors, officers, partners, employees and agents make no representation or warranty, express or implied, as to the currency, accuracy, reliability or completeness of information in this presentation.
About Us
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Leveraging AI & Autonomous Drone technology, we help decision makers obtain practical insights in fast-changing environments
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Offices Operations ASX: RKT
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| Company | Company | Company | Snapshot | |||
|---|---|---|---|---|---|---|
| Enterprise Value (A$) | ||||||
| Market cap1 | Share price $0.014 at 20 Oct 2025 |
$12.82M | ||||
| Cash | As at 30 June 2025 | $1.744M | ||||
| Debt2 | As at 30 June 2025 | $1.064M | ||||
| Enterprise value | 20 Oct 2025 | $12.14M | ||||
| Key Operating Metrics (A$) (December Financial Year-End) | ||||||
| RevenueFY 2024 | End Dec 2024 $7.241M |
+18% | ||||
| on FY23 | ||||||
| RevenueH1 2025 | End Jun 2025 $3.326M |
-12% | ||||
| on H2 FY24 | ||||||
| ARR3 | End Jun 2025 $2.69M |
-18% compared to |
||||
| end FY24 | ||||||
1 915,523,238 ordinary shares outstanding at the date
2 Shareholder loans, credit cards, motor vehicle and equipment loans and lease liabilities
3 Annual Recurring Revenue (ARR) (Unaudited)
Top Risks for the Mining Industry[1]
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Opportunities that RocketDNA is currently leveraging
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Operational Complexity
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As high-grade ore-bodies are exhausted, miners are moving into remote and geologically complex regions
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Skills gap and labour shortages are eroding frontline execution, with automation providing relief
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Processing plant capacity is placing a higher emphasis on material handling inefficiencies and ore recovery technologies
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Rising Costs & Productivity
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Due to skills crisis, wages remain elevated while productivity declining
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High royalties and trade tariffs intensify cost pressures, with miners seeking technological solutions to improve productivity
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Technology which is human-centric , providing sustainable productivity gains, allows miners to adapt quickly
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Digital and Innovation
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20% of Mining companies will spend 20%+ of additional budget on building AI capabilities over the next 12-months
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34% of them will spend 5 – 19% more budget, maximizing the digital transformation within their business’
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Opportunity to provide a foundation for hosting of data and digital applications , building interoperability across solutions
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Workforce
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Persistent perception challenges limit the industry's ability to attract, retain, and recruit younger workers[2]
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Mental health-related challenges also inhibit the industry's ability to attract, recruit, and retain skilled workers, particularly FIFO work, which involves long working hours, physical strain and isolation[3] .
2 Source: AUSMASA, “Gen Z Perceptions of Mining,” 10 April 2024 (https://ausmasa.org.au/media/bcbbsego/genzperceptionsofminin g_22072024.pdf)
3 Source: Mindstate, “The impact of FIFO on mental health”, 2024 (https://www.mindstatepsychology.com.au/blog/the-impact-of-fifolifestyle-on-mental-health)
1 Source: EY Top 10 business risks and opportunities for mining and metals in 2026 (https://www.ey.com/en_au/insights/mining-metals/risksopportunities)
Top Risks for the Mining Industry Opportunities that RocketDNA is currently leveraging
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Completions, Mining Engineering by gender 2014-2023[1]
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From 2014 to 2023, Mining
Engineering completions at the
bachelor's level dropped 98%
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Occupations in Shortage[2]
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2 Source: JSA, “2024 OSL Key Findings Report - Figures and Tables,” 2024. Customised for AUSMASA Mining Research Bulletin, September 2025
1 Source: Department of Education, “Higher Education Statistics”, Data customised for AUSMASA, 2025 (https://ausmasa.org.au/news-and-events/mining-research-bulletin-september-2025/)
Our xBot® Solution
Frontline Hardware providing Autonomous Safety & Productivity, built for Mining Environments
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240v (10A) Power Supply Built to Australian Electrical Built-in Heating & Cooling A/C Standards System 24v Backup UPS (approx. 4hrs power) Galvanised Steel Skid Platform Automated Data Remote Data Hosting, Processing Capture Operations & Visualisation
Data Integration & Analytics
Our xBot® Solution
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Deploying Remote Operations at Scale, Improving Safety and lowering costs for Enterprise Customers
Automated Data Remote Data Hosting, Processing Capture Operations & Visualisation
Data Integration & Analytics
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25,000+ Missions
Our xBot® Solution
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Enabling Faster Decisions with Automated Data Workflows
Enterprise Asset Management Platforms
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SiteTube®
Hosted on Local AWS Servers
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Media Repository
Plugins AWS S3 Azure Blob
Video Streaming
360 Pano Viewer (Optional) Storage Storage
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xBot
Hardware
Upload via Cloud
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3 [rd] -Party GIS
Platforms
Automated Data Remote Data Hosting, Processing Data Integration
Capture Operations & Visualisation & Analytics
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Our xBot® Solution
Data Visualisation & Collaboration for Enterprise Dock Operations
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• 360° Panorama Photos • High-resolution Videos • Live-streaming • RTK-corrected Photos
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Automated Data Remote Data Hosting, Processing
Capture Operations & Visualisation
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Data Hosting, Processing Data Integration
& Visualisation & Analytics
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SiteTube® Statistics
Active Users 397+ Daily Logins Weekly Logins 11.3% 73%
Most Engaged Users
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xBot® Revenue Trend
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Monthly Recurring Revenue by Type[1]
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xBot® MRR up 8.8x YTD
CAGR: ~31.24% monthly, annualised: ≈ 2,510%
Revenue types
Hardware Leasing
Revenue earned from the supply and leasing of xBot-related hardware and equipment in provision of automated data capture
Services & Maintenance
Revenue accrued from the provision of CASA-regulated remote operating services, on-going maintenance and support for xBotrelated operations.
Software & Data
Hardware Leasing
Services & Maintenance
Software & Data
Revenue from software licensing, geospatial data products and analytical reporting directly related to xBot-captured data
1 Unaudited – excludes non-recuring revenue, such as once-off hardware sales, delivery and site setup fees
Total Addressable Market
Projected 5-10 Year Market Potential for Drone-in-a-Box Systems in Australia
Water, Power, Trains & Roads Utilities $489M Per Year (ARR)
Surface Operations, Tailings Storage and Pipelines Mining $302M
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Well Pads, Remote Pipelines, Decommissioning
Pipelines, Oil & Gas $387M Per Year (ARR)
Per Year (ARR)
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Policing and
Public Justice (Remote
& Regional Areas)
Safety
$33M
Per Year (ARR)
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Bulk Commodities, Livestock Agriculture $111M Per Year (ARR)
Next Phase of Growth
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Vertical Alignment with Strategic Partners for On-Demand Data
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SkyLink®
Mission
Planning API
IoT Weather SCADA
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3 [rd] -Party Triggers
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xBot
Hardware
Real-time Trigger
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Contact
Chris Clark
Managing Director & CEO [email protected]
Mark Flynn Investor Relations [email protected]
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ASX:RKT
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Authorised for release by the Board of RocketDNA Ltd