Q1 2026 Draganfly Inc Earnings Call Transcript

May 11, 2026 / 09:30 PM GMT

Release Date Price: €4.66 (+1.30%)

Transcript

Key Points

Positve

Draganfly Inc (DPRO) reported a 49% year-over-year increase in revenue for Q1 2026, reaching $2.3 million.
The company secured significant sales in the military vertical, including orders from the U.S. Army and strategic international military orders.
Draganfly Inc (DPRO) closed a $50 million U.S. financing deal, elevating its market position from micro-cap to small/mid-cap.
The company has a strong cash balance of $147 million as of March 31, 2026, indicating financial stability.
Draganfly Inc (DPRO) announced strategic defense partnerships in the Asia-Pacific region and with Prime Global Ordnance, enhancing its global presence.

Negative

The company reported a total comprehensive loss of $5.7 million for Q1 2026, an increase from the $3.4 million loss in the same period last year.
Higher office, travel, and wage costs contributed to the increased loss year-over-year.
Despite significant cash reserves, the company faces potential dilution concerns if further financing is required for M&A or large orders.
Revenue from Ukraine remains nominal, with no significant impact on current financials.
The stock is perceived as undervalued compared to peers, reflecting a gap in investor confidence despite strong cash reserves and strategic positioning.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

DPRO.CD - Draganfly Inc
Q1 2026 Draganfly Inc Earnings Call
May 11, 2026 / 09:30PM GMT

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Presentation
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Over.

Hello, everybody who's joined us today. We're just going to give it one more minute while everybody files in, and then we'll get started.

All right. I think to respect everybody's time, I think we will get started here.

So again, greetings and welcome to all the shareholders and stakeholders who are joining us on today's Dragonfly 2026 Q1 earnings call. My name is Roli Bustos, and I am the Internal Investor Relations Rep here at Dragonfly. We appreciate you, as always, joining us. We will start with our CEO and President, Cameron Schell, recapping the first quarter.

Next will be a more detailed financial review with our CFO, Paul Sun. We will then conclude, as always, by addressing the pre-submitted

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