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.
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.”
Read our ASX Announcement here: December 2025 Quarterly Activities Report
Visit our website to find out more about our Company: RocketDNA
About us:
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.
Contact details:
Christopher Clark
Managing Director & CEO
[email protected]
+61 (0)8 6245 9194
Mark Flynn
Investor Relations
[email protected]
+61 (0) 416 068 733
