Tehiru Aerial Systems — Investor Newsletter

$2M

Confirmed Elbit
orders

360

Interceptors
contracted

60

Hives across
two variants

Executive Summary

Tehiru moved from "we can intercept" to a defense contractor with confirmed orders, an active deployment, and two product lines maturing in parallel — all in roughly 16 months.

In February, we became — to the best of our knowledge — the first company in the world to intercept an Anti-Tank Guided Missile using a drone-based interceptor, hitting a 300 m/s rocket on the first attempt with 35cm accuracy. That milestone alone reshaped what's possible in the active protection category.

By May, that capability had translated into commercial reality. Elbit Systems confirmed its first direct purchase of 160 Nova Shield interceptors for deployment on Israel's northern border, then doubled down with an additional inquiry — bringing total contracted volume to 360 interceptors and 60 Hives across two variants. The IDF's most senior officers — including the Navy Head of Warfare and the Director of Low-Altitude Threats — came to our demonstrations.

In parallel, our Nora interceptor — with Rada on the detection side — achieved sub-2-meter consistency at 1.5 km and completed its maiden flights with close fly-bys, establishing a resilient platform against Group 1–3 UAS threats at 50 m/s and 2 km range.

Our interception system solution is leading the space.

— Internal Status, May 4 2026

Product Lines

Two platforms. One LEGO architecture.

Platform 01

Nova Shield quadcopter interceptor with vertical payload

Nova Shield
SharkOS · Elbit

Our flagship interceptor, now in production for the northern border. New dead-reckoning navigation keeps it flying through degraded comms; SharkOS integration into TehiruFC reduced hardware footprint and unit cost.

Accuracy <0.7 cm

Speed 45 m/s

Range 1.5 km

Method Explosive intercept

Status In production for northern border installation

Platform 02

Nora drone interceptor in flight after tube launch

Nora
Rada · Echodyne · open integrations

Our radar-cued interceptor, developed initially with Rada and architected to support additional integrations with partners such as Echodyne. Continuous flight testing at Sde Boker, with a clear path to full hit-to-kill service.

Accuracy <2 m

Speed 53 m/s

Range 2 km

Method Explosive intercept supported
Hit-to-kill in 3 months

Status In demonstration

Strategic Note · Hive Manufacturing

The Hive — the in-combat management capsule that houses our interceptors — moved from low-level design into manufacturing prep this quarter. The platform ships in two variants: a single-interceptor configuration and a twin-interceptor configuration, sharing the same shell and launch electronics. First Hive launches with Nova Shield interceptors have already been captured on video. This accelerated production cadence is essential for both unit-cost stability and our ability to scale to the 60-Hive order book.

Single-interceptor Hive opening for live launch test — Twin-interceptor magazine on top of the Twin Hive.

Raw aluminum Hive shell on the assembly bench — Twin-interceptor magazine on top of the Twin Hive.

R&D Pipeline

Extending range as we scale.

LiDAR for Hominglow-cost onboard detection, off-the-shelf hardware
Optical sensor in developmentlonger-range onboard detection for Nora
SharkOS dead reckoningflies through sporadic communications
Terminal guidancenext milestone for the Nora platform: true hit-to-kill with no warhead on board, enabling protection of ships, power plants, and sensitive infrastructure

Operations at 100Hz

A lean team that delivers at scale.

Our internal AI agentic platform gives the organization centralized operational visibility through monitoring and analysis, team coordination, and automated security hardening. Every employee works alongside a dedicated AI agent, enabling us to ship new capabilities at a pace rarely seen in a defense company of our size.

AI at a Glance

Adding weekly feature into SharkOS
Automated regression before every flight test
3D simulation for swarm-defense development

Government Traction

The IDF's most senior officials came to watch.

Our demonstration with Elbit drew the highest tier of Israeli defense decision-makers. The Head of R&D at MAFAT (Israel's defense R&D directorate) opened the cycle, followed by senior officers requesting their own viewing windows.

Head of R&D, MAFAT

Completed · May 3

Head of Navy Warfare

Completed · May 6

IDF General Staff Director, Low-Altitude Threats

Completed · May 6

Deputy Chief of Staff (RAMATKAL) & Mazi

Expected

“The results are impressive for a small size defense company. It’s time to see these results in the field — it is much needed and crucial for a complete defense layers.”
— High-rank officer

Partnerships & Pipeline

Three continents. Active opportunities.

Active partnership discussions are underway across the United States, Europe, and India — driven by perseverance: the ability to integrate, deploy, and demonstrate end-to-end systems despite regulation and high technical requirements.

● United States

LiDAR sensor program

Joint development of low-cost short-range LiDAR for onboard detection. Established US supply line and manufacturing process improvements continue as a top investment area.

● Israel · Jordan Border

Autonomous Ground Interception

In discussion with a company managing an extensive section of Israel's Jordan border with optical sensors, seeking autonomous interceptors against incoming ground threats.

● Israel

Optical sensor partnership

An electro-optical development partner is under contract to design a longer-range onboard detection sensor — the path to extending interception range toward 10 km.

● Europe & India

Integration discussions

As Nora's integration with Rada matures, it opens opportunities for warhead applications that meet urgent international demand.

The Bottom Line

In roughly 16 months, Tehiru went from a single first-of-its-kind intercept to $2M in confirmed orders, an active border deployment, two product lines maturing in parallel, and the most senior IDF officials watching us live-fire with precision. The trajectory speaks for itself.

The next chapter is already in flight.

— The Tehiru Team