Sep 16, 2025
Defence Holdings PLC (ALRT.LN)
Briefing Document: Defence Holdings PLC - Five-Year Strategic Plan (2025-2030)
The strategy centers on leading this transformation through a "focused, capital-efficient strategy centred on four technology pillars: Critical Infrastructure Defence, AI Agents for Defence Operations, Information & Influence Warfare, and Drone Warfare & Aggregation." The company projects a significant addressable software market, estimated to "exceed USD 90b by 2030 across our four pillars," driven by escalating global military spending and European sovereign-tech budgets. The ongoing conflict in Ukraine is presented as a crucial "live testbed" validating the company's strategic focu…

