Despite September’s market slump, four ASX200 standouts — Droneshield, Greatland, Lynas, and NRW — still delivered double digit share gains.
Did you know that September is the only month of the year with a negative average return (-0.11%) on the ASX over the past 40 years?
And this September was no different with the ASX200 taking a hit, falling -0.78%.
But this didn’t stop some ASX200 companies from delivering strong returns to investors.
Today, let’s take a look at four high performing ASX stocks in September 2025:
Droneshield is a Australian-owned company founded in 2014 and listed on the ASX in 2016. They develop technology that detects and stops unwanted drones, which is used by military and security agencies to protect against drone threats.
In September, Droneshield hit a new milestone of joining the S&P/ASX200 index which boosted their international recognition and visibility to investors. This also coincided with Droneshield securing a major contract to improve defenses in Ukraine’s war against Russia.
Combined with strong financials, these events led to a 41% jump in share price for the primarily-Australian defense company last month.
Greatland Resources is a UK gold-copper mining company that recently made its debut on the ASX in June this year. Last month, they were also added to the S&P/ASX200 index following strong financial results for FY25.
Greatland Resources’ revenue rose to $957.4 million in FY25, driven by their acquisition of fellow gold-copper mining company Telfer, and higher gold and copper outputs. Ultimately, this gave their share price a shiny 35% increase.
Lynas Rare Earths is an Australian mining company and they were digging their way to the top. Lynas specialises in a special rare earth that's needed for high performance magnets.
Earlier last month, Lynas Rare Earths announced a share purchase plan which helped build liquidity to fund future growth. And demand for this mining company surged even higher after analysts upgraded their forecasts for Lynas Rare Earths.
Combined with the growing value of rare earth elements themselves, Lynas Rare Earth saw a 21% bump in their share price last month.
NRW Holdings is an Australian company that builds mining and infrastructure projects - think roads, bridges, and mine sites - and they also provide contract mining and engineering services.
After delivering solid financials for FY25, including a 12.2% increase in revenue, investors were also excited to see NRW Holdings enter a binding agreement to acquire 100% of multi-service provider, Fredon Industries.
As a result, NRW Holdings’ share price lifted 20.5% for the month of September.
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