Live Combat Validation — March 2026

TEHIRU
AERIAL SYSTEMS

Mission-Driven Robots For a Safer Sky

Interception Market 2025–2032  ·  Investor Presentation

$0B
TAM 2025 Precedence Research
$0B
TAM 2032 Multiple analysts
0%
Blended CAGR
$2.44T
Global Defense 2024 SIPRI 2024
⚠ CONFIDENTIAL  —  Tehiru Aerial Systems  —  Not for distribution

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.

A $71B → $130B Opportunity

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

$71B
Source: Precedence Research, 2025 (aggregated across 4 tiers)
$130B
Precedence Research + Allied Market Research + MarketsandMarkets, 2025
Blended CAGR ~9% across all tiers
18.5%
C-UAV CAGR — fastest tier
MarketsandMarkets, 2023
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

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: $3.8B → $12.5B at 18.5% CAGR MarketsandMarkets, 2023
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 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 18.5% CAGR MarketsandMarkets, 2023 — with SharkSuite already delivering autonomous detect-to-strike. Our AI-first approach means the same core intelligence scales from drone interception to satellite engagement."

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 $17B to $130B.

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
$17B
Short Range TAM
2027
$34B
+ Medium Range
2029
$56B
+ Long Range / BMD
2030–2032
$71B→$130B
Full spectrum

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

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.

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.

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 — Air Defense System Market Report (2025)
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. Total TAM figures. SHORAD: $8.2B → $14.1B. precedenceresearch.com
MarketsandMarkets — Counter-UAV Market Report (2023 edition)
Counter-UAV/C-UAS: $3.8B (2025) → $12.5B by 2032 at CAGR ~18.5%. Short Range tier contribution to combined TAM. Fastest-growing tier in defense. 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. missiledefense.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 (March 2026)
Growth roadmap, competitive moat analysis, phase definitions, cumulative TAM projections, and product specifications. Compiled March 15, 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 March 2026. All figures sourced from publicly available market research reports unless otherwise indicated. Forward-looking statements involve risks and uncertainties. Not for public distribution.