Hanslow Presentation (27/5/25)

XRG is scheduled to present at the Hanslow conference starting at 1pm and slides have been released. A review shows continued momentum of the business and the share price reacting accordingly:

Key New Information (to 30 Apr):

·        ARR increased to $7.4m (from $7.0m on 31Mar).

·        YTD Revenue $16m & 84% GM%

·        Interceptor (C-sUASa) the counter drone product named and FY27 expected launch

·        A substantial Australian engagement is in the works

·        108 customers, up by 4 in last month, sales cadence is growing.

Looks like we are going to get more fidelity on the new MR product and proposed Interceptor and Sentinel products.

I encourage attending if you can, if a replay link is available I will share.

Disc: I own RL+SM