Terra Drone Corporation provides industrial drone solutions through its subsidiaries, operating in two segments: Aircraft Solutions and Aircraft Management. It develops unmanned aircraft system traffic management systems to improve the safety of drone and urban air mobility flights. The company offers aerial solutions for agricultural spraying, land survey, plant monitoring, soil analysis, and weather and rainfall monitoring, along with products such as Terra UT drones, the Terra 3D Inspect cloud platform for inspecting tanks, boilers, and infrastructure in the petrochemical and electric power industries, and Terra Lidar drones for construction, engineering, mining exploration, and GIS. It serves land, forest, and mine surveying, infrastructure inspection, and oil and gas inspection sectors, and has a strategic alliance with Quest UAV Ltd. Incorporated in 2016, the company is headquartered in Tokyo, Japan.
Terra Drone to Localize Flight Controllers for Defense Drones
Terra Drone announced on the 14th that it has developed its own flight controller for defense drones and will localize production. Following batteries, the company aims to build a system for producing the core component that serves as the drone's "brain" in Japan, moving away from overseas dependence. The controller is being developed on the premise of being installed in 300 units of a general-purpose defense drone that the company won an order for from the Acquisition, Technology & Logistics Agency in May for approximately 115 million yen and is scheduled to deliver by the end of September this year, and it is also planned to be installed in 1,767 units scheduled for delivery in March next year. According to the Ministry of Economy, Trade and Industry, about 90% of Japan's industrial drone market is made up of overseas products, with components also dependent on China, Taiwan and elsewhere, and for defense use, from the standpoints of geopolitical risk, export controls and cybersecurity, a system capable of managing and mass-producing airframes and key components domestically is essential. The company's consolidated final profit and loss for the February-July 2026 period, announced the same day, showed a loss of 680 million yen, compared with a loss of 394 million yen in the same period a year earlier, as selling, general and administrative expenses swelled due to the expansion of its defense business structure, subsidy income also decreased, and an extraordinary loss was recorded. It left unchanged its forecast of a final loss of about 1.2 billion yen for the fiscal year ending January 2027, and sales from the defense business are not factored into its full-year consolidated earnings forecast for the fiscal year ending January 2027. President Toru Tokushige said at a briefing that sales from the defense business will be "recognized from the third quarter, the August-October period, and accordingly, full-year consolidated earnings are expected to exceed the initial forecast." The company also announced the same day that it will invest through a European group company to make a Ukrainian company that handles interceptor drones a consolidated subsidiary, aiming to expand its defense business by incorporating a product lineup that intercepts the Ukrainian company's small unmanned aircraft. It also announced that it will consider commercializing a high-speed interceptor drone in anticipation of dealing with the jet-engine-equipped attack drone Shahed, and it is also considering establishing a joint venture with a Czech company that develops defense drone systems.
278A.JP · Capital · Negative Consolidated loss widened to 680 million yen for Feb-July 2026 on higher SG&A and lower subsidy income, with a full-year loss of about 1.2 billion yen forecast.
278A.JP · Technology · Positive Terra Drone developed its own flight controller for defense drones and will localize production of this core component in Japan.
Terra Drone Announces 2-for-1 Stock Split Effective October 1
Terra Drone, a company specializing in industrial drones, announced a 2-for-1 stock split effective October 1, with September 30 as the record date. The move aims to lower the investment unit price, improve stock liquidity, and broaden the investor base. The company's shares, listed on the Tokyo Stock Exchange Growth Market, closed at 17,050 yen on the 26th. Based on this price, the post-split investment unit would be approximately 850,000 yen. The company acknowledges that the Tokyo Stock Exchange recommends an investment unit of less than 500,000 yen, but it has chosen a 2-for-1 split ratio to avoid a sudden change in the investment environment.
Terra Drone has announced a stock split, partial amendments to its articles of incorporation, and adjustments to the exercise prices of stock acquisition rights. This announcement was reported by Kabutan News (minkabu PRESS). Stocks often compared with Terra Drone include NEC, Fujitsu, and Liberaware.
Terra Drone Passes Defense Equipment Agency's Interceptor Drone Demonstration Test
Terra Drone announced that its domestically produced interceptor drone, the Terra B1, has passed the demonstration test in the Defense Equipment Agency's 'Interceptor Drone Early Acquisition Program.' Additionally, CSSHD is investing in TechMagic, which specializes in cooking robots and business automation solutions. Osaka Titanium plans to raise up to 22 billion yen through the issuance of 7 million new shares and the sale of 1.05 million shares, raising concerns about supply-demand deterioration. Toyo Asano has revised down its consolidated earnings forecast for the fiscal year ending February 2027. Tokio Marine announced a stock split of 1 share into 15 shares and the introduction of a shareholder benefit program. JT received dividends from its consolidated subsidiaries, Morinaga Milk changed its shareholder benefit program and record date, and Sasadoku Printing newly introduced a shareholder benefit program. Seirogan (Daiko Pharmaceutical) applied for a market change to the Tokyo Stock Exchange Standard Market, and Intage Holdings announced the establishment of a share buyback framework and a change of its corporate name.
Terra Drone enters domestic battery business for drones, mass production to start this year
Terra Drone announced on the 27th that it will enter the business of producing batteries for drones in Japan. It will start with batteries for interceptor drones and eventually expand to a wide range of applications including industrial drones. Mass production is scheduled to begin within this year, aiming to build a domestic supply chain that balances price competitiveness and stable supply, given the current high dependence on Chinese and Taiwanese products. The company will manufacture battery packs rather than cells, leveraging the existing facilities and know-how of a business partner under an exclusive contract, handling everything from design to assembly, inspection, and quality assurance in Japan. The partner is a battery pack company with over 80 years of history, and reportedly has a track record of supplying a cumulative total of up to approximately 500,000 packs to a major Japanese consumer electronics manufacturer.
Robotics & Physical AI › Civil Drones & UAV ▲Supply
Defense & Geopolitical Fragmentation › Autonomous Systems & Counter-Drone Supply
278A.JP · Supply · Positive Terra Drone enters domestic battery production for drones, reducing reliance on Chinese/Taiwanese imports and ensuring stable supply.
Terra Drone Sees Selling Pressure After Japan Securities Finance Announces Additional Collateral Requirement
Terra Drone is seeing selling pressure. Japan Securities Finance announced on the 23rd that it will implement an additional collateral requirement for the company's shares starting July 24. The margin collateral rate will be raised to 50 percent, with a cash collateral portion of 20 percent. Selling is dominating the stock amid concerns over worsening supply and demand due to the regulatory measure.
278A.JP · Regulation · Negative Japan Securities Finance imposes additional collateral requirement on Terra Drone shares, raising margin rate to 50% with 20% cash portion, worsening supply and demand.
Terra Drone Issues 65,000 Shares via Large-Scale Exercise of 20th Stock Acquisition Rights
Terra Drone announced that, due to a large-scale exercise of its 20th stock acquisition rights with an exercise price adjustment clause, the number of shares delivered from the 21st will total 65,000. G-Next has dissolved its capital alliance with R-Device, which handles IT asset disposal and other businesses, while the business partnership will continue. The announcement also includes matters related to Kids Bio.
Terra Drone aims to build domestic mass production capacity for defense interceptor drones at tens of thousands of units per year
Terra Drone President Toru Tokushige has revealed plans to establish a system capable of mass-producing up to tens of thousands of defense interceptor drones per year in Japan. The company is also advancing domestic development and production of components, rushing to build a supply chain that does not rely on imports. Citing the escalating tensions in the Taiwan Strait, Tokushige stressed the need for in-house production and pointed to the importance of a production framework that ensures supply continuity during contingencies and is designed with wartime in mind. The company announced its full-scale entry into the defense sector in March and has acquired two Ukrainian interceptor drone firms.
278A.JP · Supply · Positive Company plans to build domestic mass production capacity for defense interceptor drones, reducing import reliance and ensuring supply continuity.
Japan
China
Taiwan