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ROCKETDNA LTD. Investor Presentation 2026

Mar 22, 2026

65709_rns_2026-03-22_a45f6a02-7e79-4d35-a010-79724d70906d.pdf

Investor Presentation

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ASX: RKT

Investor Update

23 March 2026

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Authorised for release by the Board of RocketDNA Ltd

Disclaimer

Summary

This presentation has been prepared by RocketDNA Limited. (“RocketDNAˮ or the “Companyˮ) 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 individualʼs 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 Companyʼs managementʼs 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 Companyʼs 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 forward looking 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 Limitedʼs 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 “expectˮ, “shouldˮ, “couldˮ, “mayˮ, “predictˮ, “planˮ, “willˮ, “believeˮ, “forecastˮ, “estimateˮ, “targetˮ 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

Limitedʼs 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.

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.

Unless otherwise stated, all financial and operational data is sourced from RocketDNA ASX releases.

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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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Recurring Tier-1 Mining Australia & Africa Revenue Customers Operations

Offices Operations

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ASX: RKT
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Company Snapshot

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Deploying Autonomous Drones at Scale for Enterprise

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Market Cap [1]
HNW/ Family Office
32.8%
$26.02M
Share Price $0.022 at 20-Mar-2026
Enterprise Value (A$) [4]
Register
Cash
$23.15M Retail Breakdown [3]
55.4%
$3.862M
As at 31-Dec-2025
Debt [2] Founders &
7.3%
$0.995M Management
As at 31-Dec-2025
4.5%
Institutions
1. 1,182,807,882 ordinary shares outstanding at the date
2. Shareholder loans, motor vehicle and equipment loans and lease liabilities
3. Shareholder breakdown as at 20 March 2026
4. Enterprise Value is based on the Cash and Debt positions at 31 December 2025 and Share price and no of shares at 20 March 2026
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Q4 2025

Financial Highlights

An Inflection Point for the Business

$2.482M $533K

Group Revenue (Q4 FY25)[1] +32% QoQ

Monthly Recurring Revenue (MRR, Feb 2026)[2]

$94K

Net Operating Burn Rate (per month, Q4 FY25)[1]

1.Source: RocketDNA ASX Quarterly Activities Report (Dec 2025) and subsequent ASX releases

2.MRR is defined as revenue arising from signed contracts or from relationships with customers which management judge to have regular monthly billing for equipment leasing, flight services, data management or software revenue. Excludes one-off legacy drone project revenue, all equipment sales, consulting and training revenue. Also excludes revenue from xBot mobilisation which is by its nature a one-off (unaudited).

Operational Highlights

Enabling Faster & Better Decisions for our Customers

18 (8) xBots Deployed (HaaS)[2] (Pipeline)[3]

490 (+47%) Monthly Active Users (SaaS)[1] (QoQ +Growth/-Loss) (+11%) 2,553 Monthly Missions (DaaS)4 (QoQ)

  1. Software-as-a-Service: unique logins to our proprietary Skylink and SiteTube platforms.

  2. Hardware-as-a-Service: xBots currently being operated as a paid on-going service. Dual-skid configuration counted as one unit.

  3. xBots currently in manufacture, transport, commissioning or trial phase. Excludes once-off hardware sales.

  4. Data-as-a-Service: Number of flight mission requests completed per month. Includes ongoing service contracts and trials

Source: RocketDNA ASX Quarterly Activities Report (Dec 2025) and subsequent ASX releases. Operational metrics derived from company data as at 20 March 2026.

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Investment Highlights

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A Growth Story in the Autonomous Commercial Drone Sector

Recurring Revenue Model

Strong Tailwinds

Data-as-a-Service commercial model enabled by blended hardware, software & data services

1

2

Growing demand for scalable automation solutions for large enterprise customers

Proprietary Software

Building Skylink®, the next drone operating system powering autonomous missions at scale

5

4

3

Founder-led Management

Focused and driven leadership team with over 30 years combined experience in mining and technology

Regulated Operations with Global Scale

Licensed to conduct Beyond Visual Line of Site Operations across multiple jurisdictions

Customer Drivers

A Perfect Storm of Critical Issues Operational Complexity

As high-grade ore-bodies are exhausted, miners are moving into remote and geologically complex regions. Majority of processing plants at capacity, placing higher emphasis on ore recovery technologies Lagging Innovation Investment

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A fifth of all Mining companies surveyed are expected to spend 20%+ of additional budget on building AI capabilities over the next 12-months, while 34% will spend 5 – 19% more, maximizing the digital transformation within their operations

Source: EY Top 10 business risks and opportunities for mining and metals in 2026 (https://www.ey.com/en_au/insights/mining-metals/risks-opportunities)

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Rising Costs & Productivity Due to skills crisis, wages remain elevated while productivity is declining. High royalties and trade tariffs intensify cost pressures, with miners seeking technological solutions to improve productivity. Workforce Constraints

Persistent perception challenges limit the industry's ability to attract, retain, and recruit younger workers. 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.

Source: Mindstate, “The impact of FIFO on mental healthˮ, 2024 (https://www.mindstatepsychology.com.au/blog/the-impact-of-fifo-lifestyle-on-mental-health)

RocketDNA’s Solution

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End-to-end drone infrastructure platform

End-Users

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Survey & Mine Construction Planning Teams Geology & Operations & Environmental Management

Integrations

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Op

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Vendors

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3rd Party Software & Al Applications

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Industrial OEM's

Consultants

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Enterprise
AI
Asset Management
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GIS

® Skylink

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The Operating System for Autonomous Drone Fleets

The Problem

Enterprises stall at small-scale deployments No fleet control, airspace management or workflow integration

Skylink enables 100+ Unit Deployments

Simple and easy-to-use interface for mission requests Fleet management in a single view Smart Safety Segmentation & Airspace Deconfliction Unified workflow across all on-site drone operations

Why It Matters

Automated, repeatable missions (on-demand) Reliable platform for consistent data delivery Turns autonomous drones into core infrastructure for enterprise applications and decision workflows

Q4 2025 Quarterly Results

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Delivery Results for our Customers & Shareholders

Current Customers on Expansion Drive

Land and Expand strategy proving successful as autonomous flights in Australia rose 97% quarter-on-quarter Strong pipeline supports continued growth

Contract Momentum

~$2.73m in new contracts First contract secured with BHP Iron Ore ~$1.0m BMA purchase orders for multi-site SurveyBot deployments Contract extensions and expanded orders

Revenue and Recurring Growth

Q4 revenue $2.48m, up 32% QoQ and 20% YoY. Recurring xBot revenue up 40% QoQ. Australian recurring revenue up 52%, Africa up 20%. $4.0m placement completed to fund fleet build and software development.

Source: RocketDNA ASX announcements (Q4 FY25 Quarterly and contract updates).

Quarterly Financial Highlights

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Q4 2025
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Revenue (unaudited) Cash Receipts
2.5
2.0
1.5
32%
Revenue Growth (QoQ)
1.0
0.5
0.0
Mar Qtr 2025 Jun Qtr 2025 Sep Qtr 2025 Dec Qtr 2025
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Source: RocketDNA ASX announcements (Q4 FY25 Quarterly).

Revenue Growth Long-term Positive Revenue Trend - Transitioning to recurring revenue model

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8
6
17.8%
Revenue CAGR
4
(‘20 - ʼ25)
2
0
FY2021 FY2022 FY2023 FY2024 FY2025
Annual Revenue (A$M)
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Source: RocketDNA ASX announcements (Q4 FY25 Quarterly).

Initial Australian Market Opportunity Projected 5-10 Year Market Potential for Drone-in-a-Box Systems in Australia Global expansion significantly larger

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Utilities Oil & Gas
Water, Power, Trains & Roads Well Pads, Remote Pipelines,
Decommissioning
$489M
$387M
Mining
Per Year in Australia (ARR) Per Year in Australia (ARR)
Surface Operations,
Tailings Storage and Pipelines
$302M
Per Year in Australia (ARR)
Public Safety Agriculture
Policing and Justice
Bulk Commodities, Livestock
(Remote & Regional Areas)
$33M $111M
Per Year in Australia (ARR) Per Year in Australia (ARR)
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Strategic Priorities

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H1 2026

Land & Expand Continue to develop opportunities within Tier 1 & 2 mining and expand software and data services offering to increase revenue

Increasing the Moat (and Margin) Investment in programmes that enable us to achieve more complex regulatory approvals, commercially differentiated points of difference and improved operational efficiences

Capacity Enhancement Investigate and implement strategies to increase our production capacity and physical reach

New Verticals, New Customers Where strategic and customerdriven, build on early foundations in Agriculture, Security and Infrastructure industries

Product-focused Development Targeted R&D investment in Sitetube and Skylink that unlocks operational efficiences and additional (global) revenue streams

Contact

Chris Clark Managing Director & CEO [email protected]

Mark Flynn Investor Relations [email protected]

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Authorised for release by the Board of RocketDNA Ltd

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