Engineering the next era of defence capabilities

Presentation Deck

Investment Highlights

Sovereign Canadian Defence Technology Platform
Purpose-Built Leadership Team
Velocity of Capital
Deep Government & Procurement Expertise
Scalable Multi-Domain Platform
Scarcity of Public Canadian Defence Technology Companies

$500B Canadian Defence Spending Cycle

Source: Defence Industrial Strategy

Changing World Order
New alliances, new threats, and deep global uncertainty are reshaping global defence priorities
$3.6T Global Rearmament Cycle
NATO and allied nations are dedicating significant capital toward defence readiness through 2035
Modernized Battlefield
Warfare is becoming autonomous and software-defined, increasing demand for AI and advanced defence technologies
Reshaped Procurement Environment
Defence procurement is evolving to prioritize innovation, autonomy, and emerging technology providers

Graph of Military expenditure by region & global military burden

Defence Industrial Strategy

The new Canadian defence budget of $500 billion+ (2025–2035) is the largest budget since WWII.

Canada’s defence sector is entering a necessary period of important renewal. The 2026 Defence Industrial Strategy reflects an important shift toward building and scaling domestic capacity that supports Canada’s defence and sovereign needs. It ensures critical technologies, supply chains, and next-generation systems are developed at home and aligned with Canada’s strategic goals, offering a more structured and durable pathway to contribute meaningfully to national and allied security.

Historically, approximately three-quarters of Canada’s defence capital spending has been directed to U.S. suppliers, which underscores the scale of the domestic opportunity ahead.

The Canadian government intends to:

Triple Canadian defence industry revenue
Increase domestic defence procurement to 70 percent
A 50 percent increase in defence exports
Improve fleet readiness across maritime, land, and aerospace forces
Accelerate homegrown innovation, and significantly boost investment in defence R&D
Substantially grow overall industry revenue, more than $5.1 billion annually among small and mid-sized Canadian businesses

Juno Industries was established with a clear intent to build sovereign defence capabilities that align with the long-term national security and economic interests of Canada. We view the strategy as the first step in what will be a multi-decade reindustrialization process, presenting tremendous opportunities for technological advancement, prosperity and independence.