RocketDNA’s December quarter saw a robust 32% revenue jump, underpinned by new contracts with mining giants BHP and Anglo American, signalling strong momentum for 2026.
- Q4 revenue up 32% quarter-on-quarter to $2.482 million
- Secured approximately A$2.73 million in new and extended contracts across Australia and Africa
- First 12-month contract with BHP Western Australian Iron Ore valued at ~A$350k
- 52% increase in autonomous drone flight hours in Australia
- Completed A$4 million capital raise to support growth and deployments
Strong Revenue Growth and Contract Wins
RocketDNA Ltd (ASX – RKT) has delivered a standout December 2025 quarter, reporting unaudited revenue of $2.482 million, a 32% increase on the previous quarter and 20% higher than the same period last year. This growth reflects the company’s expanding footprint in autonomous drone services, particularly within the mining sector across Australia and Africa.
Key to this performance was the securing of approximately A$2.73 million in new binding contracts, purchase orders, and extensions. Notably, RocketDNA inked its first 12-month contract with BHP Western Australian Iron Ore (WAIO), valued at around A$350,000, marking a significant milestone as the company enters BHP’s iron ore operations. Additional orders from BHP Mitsubishi Alliance (BMA) and Anglo American’s Kumba Iron Ore further bolster the company’s contract book.
Operational Momentum and Technology Adoption
Operationally, RocketDNA reported a 52% increase in autonomous drone flight hours in Australia compared to the previous quarter, now six times the flight activity seen in early 2025. This surge is driven by both new deployments and increased utilisation by existing customers, who are expanding use cases to leverage RocketDNA’s automated data processing capabilities.
The company’s proprietary SiteTube® platform continues to gain traction, supporting mining customers with real-time visualisation and reporting that enhances planning, geotechnical reviews, and operational control. This software adoption is critical as customers demand higher-frequency data routines, including pit wall scans and stockpile surveys, to improve decision-making speed and accuracy.
Financial Position and Growth Outlook
RocketDNA strengthened its balance sheet during the quarter by completing a A$4 million placement at $0.015 per share, attracting strong support from institutional and strategic investors. The company ended December with a healthy cash balance of $3.862 million, up from $1.034 million at the previous quarter’s end, positioning it well to fund ongoing xBot® production, software development, and deployment activities.
Managing Director and CEO Christopher Clark highlighted the company’s transition from an investment phase to a scale-up phase, with a growing base of enterprise customers and increasing autonomous deployments. The focus for 2026 will be on operationalising new contracts, expanding xBot® systems at existing sites, and advancing software platforms like SiteTube® and Skylink to broaden operational use cases.
While revenue from newly secured contracts with BHP and BMA will commence in early 2026 following commissioning, the December quarter results already reflect the solid foundation laid by RocketDNA’s technology and customer relationships.
Bottom Line?
RocketDNA’s Q4 surge and contract wins set the stage for a pivotal 2026 as it scales autonomous drone services in mining.
Questions in the middle?
- How quickly will revenue from new BHP and BMA contracts ramp up in 2026?
- What new mining or infrastructure sectors might RocketDNA target next for expansion?
- How will ongoing software development of SiteTube® and Skylink impact recurring revenue streams?