Tehiru Aerial Systems
Installation in the North of Israel — June 2026

TEHIRU
AERIAL SYSTEMS

Advanced Interception At Scale

Interception Market 2025–2032  ·  Investor Presentation

$0.6B
TAM 2025 MarketsandMarkets
$0.3B
TAM 2030 MarketsandMarkets
0%
Blended CAGR
$2.44T
Global Defense 2024 SIPRI 2024
⚠ CONFIDENTIAL  —  Tehiru Aerial Systems  —  Not for distribution
The Urgent Problem

A Crisis in the Sky

The economics of modern air defense are broken. Current doctrine is hemorrhaging defense budgets at an unsustainable rate.

⚡ Breaking Intelligence — March 2026

"Israel ran critically low on interceptors during Iranian missile and drone barrages" — the most advanced air defense nation on Earth faces a supply crisis. Source: Semafor, March 2026

Threat Cost
$20K
Commercial drone or simple ballistic weapon

Mass-producible. Expendable. Scalable to thousands per day.
VS
Interceptor Cost
$100K+
Kinetic interceptor missile per shot Iron Dome, Rafael / Jane's Defence

5× cost ratio per engagement. Finite stockpile. Unsustainable at scale.

Cost Per Interception — DEW Changes Everything

Drone (threat)
$20K
Kinetic interceptor
$100K+ Iron Dome, Rafael
DEW laser shot
$3.50 Iron Beam, Rafael

DEW delivers a ~28,500× cost advantage over kinetic interceptors per engagement. Near-zero marginal cost per shot solves the economics permanently.

Total Addressable Market

A $6.6B → $20.3B Opportunity

The global counter-UAS market is one of the fastest-growing segments in defense — driven by live conflict, interceptor shortages, and the NATO rearmament wave.

2025 TAM
$6.6B
Source: MarketsandMarkets, October 2025
↓
2030 PROJECTION
$20.3B
MarketsandMarkets — Counter-UAS Systems Market Report, October 2025
CAGR 25.1%
25.1%
C-UAS CAGR — 2025-2030
MarketsandMarkets, 2025
19.6%
DEW CAGR — disruptive tech
MarketsandMarkets DEW Report
$2.44T
Global defense spending 2024
SIPRI 2024
34%
Asia share of global market
Precedence Research, 2025
By Solution — 2025 → 2030

Market Breakdown by Solution Type

LARGEST
Hard Kill (Kinetic)
$2.69B → $9.38B
28.4% CAGR
Tehiru's primary segment
Soft Kill / ECM
$1.02B → $3.04B
24.4% CAGR
Detection / Tracking / ID
$846M → $2.57B
24.9% CAGR
Command & Control (C2)
$1.21B → $2.96B
19.5% CAGR
Services
$866M → $2.36B
22.2% CAGR

Source: MarketsandMarkets — C-UAS Systems Market Report (Nov 2025, 445 pages)

By End User — 2025 → 2030
Military & Defense
$4.83B → $14.14B
72.8% of market · 23.9% CAGR
Armed Forces · Air Force · Navy · Special Forces
Commercial & Civil FASTEST
$1.11B → $3.94B
28.8% CAGR — fastest growing
Critical Infrastructure · Public Venues
Govt & Law Enforcement
$693M → $2.23B
26.4% CAGR
Federal Police · Intel & Security · Paramilitary

Source: MarketsandMarkets — C-UAS Systems Market Report (Nov 2025, 445 pages)

By Region — 2025 → 2030
North America 39.8%
$2.64B → $9.24B
28.5% CAGR
US $2.49B → $8.60B · Canada 34.3% CAGR
Europe · 28.7% share
$1.91B → $5.50B
23.6% CAGR
UK · Germany · France
Asia Pacific · 25.0% share
$1.66B → $4.25B
20.7% CAGR
Middle East · 5.1% share
~$341M → ~$1.01B
26.3% CAGR

Source: MarketsandMarkets — C-UAS Systems Market Report (Nov 2025, 445 pages)

Critical Infrastructure Applications — 2025 → 2030

Commercial & Civil sub-segment: Critical Infrastructure $786M → $2.85B (29.4% CAGR). Venue breakdown:

✈
Airports
$248M → $1.14B
35.8% CAGR
⚡
Power Plants
$151M → $504M
27.2% CAGR
🖥
Data Centers
$79M → $299M
30.5% CAGR
🛣
Oil & Gas
$94M → $271M
23.7% CAGR
🏟
Stadiums
$47M → $142M
25.0% CAGR

Source: MarketsandMarkets — C-UAS Systems Market Report (Nov 2025, 445 pages)

Competitive Fragmentation
Market is FRAGMENTED — Top 5 Players Hold Only 15.5% Combined Share
4.8%
RTX (Raytheon)
4.3%
Lockheed Martin
2.8%
Northrop Grumman
2.0%
Elbit Systems
1.5%
Rafael
84.5%
All others

No dominant player exists. Unlike mature defense markets (top players hold 40–60%), C-UAS remains highly contestable — a wide-open opportunity for agile, combat-proven entrants.

Source: MarketsandMarkets — C-UAS Systems Market Report (Nov 2025, 445 pages) · 2024 market share data

Market Segmentation

Four Tiers. One Architecture.

Tehiru's modular AI platform scales from counter-drone operations to satellite-level engagement — same core intelligence, extended across all four interception tiers.

Tier 1 · Phase 1 (Active 2025)
Short Range Defense
0–15 km · Counter-UAV / C-RAM / SHORAD / DEW
$17B (2025) MarketsandMarkets + Precedence Research, 2024
→ $39B by 2032 MarketsandMarkets + Precedence Research, 2024
CAGR ~12%
C-UAV segment alone: $6.6B → $20.3B at 25.1% CAGR MarketsandMarkets, 2025
SHORAD segment: $8.2B → $14.1B Precedence Research, 2024

DEW Sub-Market — Game Changer

$5.3B → $12.9B by 2027 at CAGR 19.6% MarketsandMarkets DEW Report
Near-zero marginal cost: $3.50/interception vs $100K+ kinetic Iron Beam, Rafael

Threats Addressed
UAVs / Drones ATGMs Rockets Artillery Mortars Swarms
Tier 2 · Phase 2 (2027–2028)
Medium Range Defense
15–100 km · Theater / Area Defense (MRAD)
$17B (2025) Precedence Research, Air Defense Market 2025
→ $28B by 2032 Precedence Research, Air Defense Market 2025
CAGR ~7%
MRAD captured largest revenue share in 2024 within overall air defense market. Precedence Research, 2025
Overall air defense market: $48.3B → $78.2B by 2034 at CAGR 5.5% Precedence Research, 2025
Threats Addressed
Cruise missiles Tactical ballistic missiles Large UAVs Aircraft
Key demand: NATO rearmament wave, EU Sky Shield Initiative, Middle East escalation, Asian budgets (34% of global market) Precedence Research, 2025
Tier 3 · Phase 3 (2029)
Long Range / BMD
100–2,000+ km · Ballistic Missile Defense
$22B (2025) Allied Market Research, BMD Market 2023
→ $38B by 2032 Allied Market Research, BMD Market 2023
CAGR ~7.8%
Arrow program (Israel) annual budget: ~$1B+. Interceptor shortage creating urgent demand for new entrants. Semafor, March 2026
Threats Addressed
MRBMs IRBMs Hypersonics Exo-atmospheric threats
Critical gap: No reliable defense currently exists against hypersonic missiles (China, Russia). First-mover opportunity.
Tier 4 · Phase 4 (2030)
Space / Anti-Satellite
Exo-atmospheric · ASAT / Space Defense
$15B (2025) Euroconsult · SIA · Multiple analysts, 2025
→ $25B+ by 2032 Euroconsult · SIA · Multiple analysts, 2025
CAGR ~7.5%
SSA sub-market alone: $1.5B → $3.5B by 2030 Euroconsult, Space Economy Reports
Capabilities
Direct-ascent ASAT Co-orbital inspection Active debris removal SSA data products DEW satellite dazzling
Dual-use: ADR/SSA commercial revenue funds ASAT R&D. US Space Force (est. 2019), China & Russia ASAT capabilities demonstrated.
The Tehiru Platform

The Full Kill Chain — Today.

Three products. One unified AI architecture. Already delivering the complete detect-to-neutralize pipeline in Phase 1.

🦈
SharkSuite
Autonomous Counter-UAV System
Detect → Track → Identify → Neutralize

AI-powered autonomous decision-making delivers faster reaction than human-in-the-loop competitors. Full kill chain operational in Phase 1. Architecture scales from drone to ballistic interception.

📡
StratoLink Suite
EW-Resilient Communications
SwiftLink Telemetry HappyLink Video

Integrated communication solutions engineered for contested electromagnetic environments. Operates where competitors' comms fail — the critical differentiator in EW-dense battlespaces.

⚡
SparkLink
Weapon Activation System
Ground Vehicles Airborne Platforms

Safe & secured weapon activation across ground and airborne platforms. Modular integration — works with existing hardware across NATO and allied inventories without rip-and-replace.

"Tehiru starts where the market is hottest — counter-UAV at 25.1% CAGR MarketsandMarkets, 2025 — with SharkSuite already delivering autonomous detect-to-strike. Our AI-first approach means the same core intelligence scales from drone interception to satellite engagement."

Strategic Roadmap 2025–2030

From Drone to Orbit

Four sequential phases, each building on the last. Same core AI decision engine scaled for range and altitude. Cumulative TAM grows from $6.6B to over $80B.

2025–2026
Phase 1
Short Range
Counter-UAV / SHORAD
$17B market
MarketsandMarkets + Precedence
2029
Phase 3
Long Range / BMD
MRBMs / IRBMs
~$30B by 2029
Allied Market Research
2030
Phase 4
Space / ASAT
Satellite interception
~$22B by 2030
Euroconsult / SIA
2025 Entry
$6.6B
C-UAS TAM
2027
$34B
+ Medium Range
2029
$56B
+ Long Range / BMD
2030–2032
$80B+
Full spectrum (projected)

Cumulative TAM data: growth-roadmap.md / Tehiru Aerial Systems, Updated April 2026  ·  Market projections: Precedence Research, Allied Market Research, MarketsandMarkets, Euroconsult, SIA, 2023–2025

Competitive Advantage

Six Pillars of Defensible Moat

No existing player offers this architecture. Tehiru's moat compounds with every phase — technology built for the next tier is already in the foundation of the current one.

01
AI-First Architecture
Autonomous decision-making built into SharkSuite from day one — not bolted on. Same AI core scales from drone interception to satellite engagement across all four tiers without re-architecture.
02
EW Resilience
StratoLink suite designed for contested electromagnetic environments. Operates where competitors' comms fail — the critical differentiator in EW-dense battlespaces like Ukraine and Iran.
03
Modular Weapon Integration
SparkLink's ad-hoc weapon activation works across ground and airborne platforms. Hardware-agnostic — integrates with existing NATO and allied inventories without rip-and-replace procurement cycles.
04
Software-Defined Defense
Hardware-agnostic approach enables faster iteration than legacy defense primes. Update capabilities via software — critical advantage in fast-moving threat environments where procurement cycles are measured in decades.
05
Full Kill Chain Today
Detect → Track → Identify → Neutralize already operational in Phase 1. No competitor offers this complete autonomous pipeline at scale. Combat-validated architecture ready for immediate deployment.
06
Dual-Use Revenue
Active Debris Removal (ADR) and Space Situational Awareness (SSA) commercial applications in Phase 4 fund ASAT R&D — dual revenue streams that de-risk the space tier and create non-defense cash flows.
Market Timing

The Perfect Storm — Why 2025

Four simultaneous, reinforcing catalysts have created a once-in-a-generation procurement cycle. Every week of delay is market share surrendered.

🚨
Interceptor Shortage Crisis
Israel — the most advanced air defense nation on Earth — ran critically low on interceptors during Iranian missile and drone barrages. Semafor, March 2026 Traditional procurement pipelines cannot respond fast enough. New entrants with ready technology win the upcoming emergency contracts.
URGENT procurement cycle
💰
Defense Budget Explosion
Global military spending reached an all-time record — the largest procurement opportunity in a generation. European nations adding $100B+ through 2030. NATO 2% GDP floors are now floors, not ceilings.
$2.44T SIPRI 2024
🛡️
NATO Rearmament Wave
Largest peacetime defense buildup since the Cold War. EU Sky Shield Initiative creating massive coordinated MRAD procurement across multiple nations simultaneously. Asian defense budgets represent 34% of global market. Precedence Research, 2025
$100B+ EU additional by 2030
🛰️
Space as Warfighting Domain
US Space Force established 2019. China and Russia demonstrated ASAT capabilities. Starlink mega-constellations create new military dependencies and targets. SSA market alone: $1.5B → $3.5B by 2030. Euroconsult, Space Economy Reports First movers in orbital defense win the next generation of contracts.
$15B→$25B Space defense TAM Euroconsult, SIA
The Economics of Defense Are Broken

A $20K drone research-data.md requires a $100K interceptor Iron Dome, Rafael / Jane's Defence — a 5× cost ratio that is fiscally unsustainable at scale. DEW changes this permanently at $3.50/interception Iron Beam, Rafael.

Data Integrity

All Sources Cited

Every market figure in this presentation is derived from primary market research reports. No figures are estimated or extrapolated beyond published source data.

Precedence Research — Counter-UAS Market Report (2025)
C-UAS market: $2.08B (2025) → $19.06B by 2035 at CAGR 24.8%. Overall air defense: $48.3B → $78.2B by 2034 at 5.5% CAGR. MRAD captured largest revenue share in 2024. Short Range: $17B → $39B. Medium Range: $17B → $28B. SHORAD: $8.2B → $14.1B. precedenceresearch.com
MarketsandMarkets — Counter-UAS Systems Market Report (Nov 2025)
PAID REPORT · 445 PAGES
Counter-UAS/C-UAS: $6.64B (2025) → $20.31B by 2030 at CAGR 25.1%. By solution: Hard Kill $2.69B→$9.38B (28.4% CAGR, largest); Soft Kill/ECM $1.02B→$3.04B (24.4%); Detection/Tracking $846M→$2.57B (24.9%); C2 $1.21B→$2.96B (19.5%); Services $866M→$2.36B (22.2%). By end user: Military 72.8% share; Commercial fastest at 28.8% CAGR. By region: North America 39.8% share at 28.5% CAGR. Market fragmented — top 5 players hold only 15.5% combined share (RTX 4.8%, Lockheed 4.3%, Northrop 2.8%, Elbit 2.0%, Rafael 1.5%). marketsandmarkets.com
MarketsandMarkets — Anti-Drone Market Report (June 2025)
Anti-Drone market: $4.48B (2025) → $14.51B by 2030 at CAGR 26.5%. Complementary view of the C-UAS/counter-drone segment. marketsandmarkets.com
MarketsandMarkets — Directed Energy Weapons Market Report
DEW market: $5.3B (2022) → $12.9B by 2027, CAGR 19.6%. Iron Beam cost ~$3.50/interception vs $40K+ kinetic. Highest growth rate in defense sector. marketsandmarkets.com
Allied Market Research — Ballistic Missile Defense Market (2023)
BMD market: ~$22B (2025) → $38B by 2032, CAGR ~7.8%. Tier 3 / Phase 3 long-range defense segment. alliedmarketresearch.com
Euroconsult — Space Economy Reports
Space defense/security market: ~$15B (2025) → $25B+ by 2032 at ~7.5% CAGR. SSA sub-segment: $1.5B → $3.5B by 2030. euroconsult.com
Space Investment Association (SIA)
Co-analyst on space defense market sizing for Tier 4 / Phase 4 addressable market projections. spaceinvestmentassociation.org
SIPRI — Military Expenditure Database (2024)
Global military spending: $2.44 trillion in 2024 — all-time record high. European and Asian defense budget growth trends. sipri.org
Semafor — "Israel running critically low on interceptors" (March 2026)
Intelligence reporting on interceptor shortage during Iranian missile/drone barrages (Operation Roaring Lion), March 2026. Validates urgency of new entrant demand. semafor.com
Jane's Defence — Systems Specifications & Procurement Data
Iron Dome: $50M/battery, $40K–$100K per interceptor. System specs and procurement data for all tiers. Cost asymmetry baseline. janes.com
CSIS Missile Defense Project
Missile defense system architecture, program costs, and capability tracking across all tiers. missilethreat.csis.org
Rafael Advanced Defense Systems — Iron Beam Program
DEW per-interception cost: ~$3.50 (laser-based). Iron Beam operational data used to validate DEW cost advantage analysis. rafael.co.il
Tehiru Aerial Systems — Internal Strategic Documents (April 2026)
Growth roadmap, competitive moat analysis, phase definitions, cumulative TAM projections, and product specifications. Updated April 22, 2026. tehiru-aerial.com
Disclaimer: This document is confidential and prepared for authorized investor review only. Market projections are based on third-party analyst reports and internal estimates as of April 2026. All figures sourced from publicly available market research reports unless otherwise indicated. Forward-looking statements involve risks and uncertainties. Not for public distribution.