Elsight Secures Major Defence Expansion with US$14.7 million in 2025 Contracts

Elsight Limited (ASX: ELS), a leader in secure, always-on connectivity for unmanned systems, has signed a new US$5.08 million (~AU$7.9 million) supply contract with its long-term European defence OEM partner. This June 2025 deal builds on earlier contracts from April and May, pushing the total order value from this customer to US$14.7 million (~AU$22.8 million) for the year—a 600% increase over 2024 revenues. The demand surge is linked to the OEM’s expanded downstream clients, all integrating Elsight’s flagship Halo system into their unmanned solutions. Halo’s AI-driven multi-link bonding—combining cellular, RF, and satellite—provides resilient command and control, especially for Beyond Visual Line of Sight (BVLOS) missions. With its compact form, operational reliability, and ease of integration, Halo is increasingly favored in modern defence deployments. Elsight’s production capacity is ready to meet the demand, and the OEM is also evaluating additional Elsight offerings, signaling potential for deeper engagement and new revenue streams

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