Gianluca Tucci, an analyst from Haywood, has initiated a new Buy rating on Volatus Aerospace (TAKOF).
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Gianluca Tucci has given his Buy rating due to a combination of factors that reflect the transformed profile of Volatus Aerospace following its merger with Drone Delivery Canada. He highlights that the combined company has shifted from a primarily R&D-focused operation into a diversified commercial and defence platform with meaningful and growing revenues, supported by proprietary cargo solutions and a broad international distribution and services footprint. A key element of his positive view is the company’s strong regulatory positioning, including advanced BVLOS permissions and hazardous goods certifications, which create a competitive barrier ahead of the anticipated regulatory changes in 2025.
Tucci also points to the strategic buildout of the Mirabel manufacturing facility in Quebec, which is expected to enable Volatus to compete for sizeable defence-related work and ramp up domestic production capacity. He underscores the benefits of full vertical integration across the value chain, from pilot education and training through Volatus Academy, to multi-OEM equipment sales, in-house hardware production, and end-to-end service delivery. This integrated model, combined with a substantial identified business pipeline of more than $600 million and a projected 2025 exit annual recurring revenue of about $20 million, underpins his conviction that the company is positioned for significant growth and value creation, supporting his Buy recommendation.