On behalf of Critical Infrastructure Technologies Ltd.
Defense Stocks Just Got a $1.5 Trillion Tailwind
The US defense industry’s budget was just raised from $901 billion to $1.5 trillion.
This was no small budget bump. The entire defense sector is effectively being repriced.
Venezuela. Greenland. China. Iran. Russia. You get the picture.
Defense is looking like the sector of 2026.
Most traders looked to the Raytheons, the Lockheeds, and the Northrops of the world to capture the value; great companies, but they’re all fighting over the same contracts.
We're looking at something different: What company enables the infrastructure layer that all these defense giants depend on?
And what if that company does it with robotics?
Meet Critical Infrastructure Technologies Ltd. (OTC: CITLF), the only company making self-deploying, self-powering communication towers that unfold in 30 minutes, run off-grid for months, and carry radar, ISR, 5G, and counter-drone payloads.
Not financial advice. Always do your own research, and past performance doesn't guarantee future results.
What the Military Needs
Here are the traits that the military looks for in a communications infrastructure company:
Global communications reach
Mobile tower infrastructure
Resilient networks for remote locations
Leasing or buying options
Current infrastructure companies have one or two of these traits, but CITLF has all four of them.
We aren’t using marketing lingo when we say it does what no other company can do.
Here’s what the setup process looks like:
Drop it by truck, helicopter, or cargo aircraft. In 30 minutes, four hydraulic legs stabilize, a solar array unfolds, and a mast rises up to 24 meters. No crew required, no diesel needed, and hardly any waiting.
The selling point is that CiTech (OTC:CITLF) built a system that deploys where fixed infrastructure cannot.
And militaries are willing to pay a premium for that.
Real Contracts, Real Validation
This isn't vaporware or concept drawings. CiTech has live contracts and government validation:
The Australian Department of Defence awarded CiTech AUD $1.16M (US $757,636) in March 2025 to fund production of three Nexus towers. Australia is part of Five Eyes, one of the most selective defense procurement networks in the world.
Ukraine has requested 50 Nexus units. Babcock International, a FTSE 100 defense company, is taking Nexus across Europe and Southeast Asia. The first unit arrives in the EU in April 2026 for region-wide demonstrations.
US market access through Hui Huliau. Most foreign defense companies never crack US Federal procurement. CiTech just opened the door through an NDA with Hawaii-based Hui Huliau, creating a pathway into the American defense market.
New deployment validation with Critical Metals Corp. (NASDAQ:CRML) announced the acquisition and planned May deployment of a fully autonomous Nexus 20 communications tower and integrated drone system, built with K999 in partnership with CiTech, for its Tanbreez rare earth project in Greenland.
These are real contracts, grants, and active partnerships with governments and defense primes.
The Technology Stack
CiTech doesn't build everything in-house. They've partnered with proven defense and telecom leaders:
Nokia & Ericsson: 4G/5G communications integration
DroneShield: Counter-UAS (counter-drone) capabilities
Draganfly: NDAA-compliant drone payloads
Babcock International: European and Southeast Asia distribution
Aqura (Telstra Purple): Private network infrastructure
These partnerships mean CiTech can offer integrated solutions—communications, surveillance, counter-drone defense—all on a single deployable platform.
For military buyers, this is huge. One vendor, one deployment, multiple mission-critical capabilities.
A Look at Valuation Comparisons
So the company does what no one else can, but what’s it valued at currently?
CITLF currently sits at a $55.5 million valuation. One of its smallest competitors is valued 7x higher…
This growth is not guaranteed, of course, but the gap shows that there’s certainly room for growth.
CITLF’s industries also tell an interesting story:
The global telecom towers industry is projected to hit $67.9 billion in 2025 and grow to $165 billion by 2034.
The defense communications industry is predicted to reach $56.4 billion in 2025 and is forecast to hit $145 billion by 2035.
Remote towers alone: $472 million today, $2.3 billion by 2033.
Yet most of these markets still run on concrete pads and crane setups. They could very well be ripe for disruption.
The Case for CiTech (CITLF)
But potential evaluations and global comms reach aren’t everything.
Here are the other narratives at play for CiTech going into 2026, the year of the defense sector:
CiTech already has validation from a Five Eyes government. The Australian Department of Defence awarded CiTech a AUD$1.16M (US$757,636) grant in March 2025 to fund production of three Nexus towers.
CITLF also has a pathway into US Federal Procurement. Most foreign defense companies never crack the US market. This company just opened the door through an NDA with Hui Huliau.
Ukraine has already requested 50 Nexus units. Babcock International, a FTSE 100 defense company, is taking CiTech’s Nexus across Europe and Southeast Asia. The first unit arrives in the EU in April 2026 for region-wide demonstrations.
The company has a star-studded in-house tech stack of partnerships, including Nokia, Ericsson, DroneShield, Draganfly, and Aqura (Telstra Purple). That means signed NDAs for integrating 4G/5G communications, counter-UAS capabilities, NDAA-compliant drones, and private network infrastructure into the Nexus platform.
CITLF has a manufacturing acquisition that’s targeted to close on January 31, 2026. When it does, the company gains AUD$7.4M+ in revenue, AUD$1.9M+ in EBITDA, DISP defense accreditation, and full control over Nexus production.
Nexus units can be sold outright (€550K-€725K), leased (€22,500/month for 60 months), or rented short-term (~€1,750/day). Then add software subscriptions, the Huliau NDA, bringing maintenance contracts, and payload support, and gross margins exceed 50% on hardware alone.
CiTech trades at a fraction of comparable peers: Gilat is valued at US$1.39 billion. Viasat at US$6 billion. American Tower at US$84 billion. CiTech (CITLF) sits at roughly $55 million, with signed government contracts, production underway, a manufacturing acquisition closing, and partnerships spanning three continents.
Bottom Line
No small-cap stock is guaranteed to succeed. What’s intriguing here is that CiTech has already had real success, is poised to continue forming new deals with national militaries, and is about to turn a major revenue stream on as well.
Stories like this always deserve a deeper dive. Get the full CITLF breakdown here:
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