Defense Sector News September 2025
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Industry Updates & General News
Polish defence policy update | September 2025
● Ministry of National Defence of Poland reported that on the night of 9-10 September 2025, Russian drones repeatedly and deliberately entered Polish airspace during a large strike on Ukraine. [Gov]
● “We have six offers for the purchase of submarines - from Italy, Spain, France, a German-Norwegian consortium, Sweden, and South Korea. The next step is the final analysis at the level of the Council of Ministers regarding the choice of the partner country,” said Deputy Prime Minister W. Kosiniak-Kamysz. [Gov]
● Deputy Prime Minister and Minister of National Defense Władysław Kosiniak-Kamysz, speaking in the Sejm, provided an update on three defense agreements Poland has signed with Ukraine. He explained that the agreements cover drones, information sharing, and the establishment of the JATEC center. [Business Insider]
● “We will strengthen cooperation with Ukraine in the interest of our military and defense industries,” said Deputy Prime Minister and Minister of National Defense Władysław Kosiniak-Kamysz, highlighting Ukraine’s experience with the use of drones and counter-drone systems. [Defence24]
Article 4 and drones on Polish territory | September 2025
Ministry of National Defence of Poland reported that on the night of 9-10 September 2025, Russian drones repeatedly and deliberately entered Polish airspace during a large strike on Ukraine. Defence Minister and Deputy PM Władysław Kosiniak‑Kamysz called it a major provocation and confirmed full coordination with NATO allies. Polish and allied forces, including Dutch, Italian, German, French, and British units, intercepted the threats. NATO unity was demonstrated, and Article 4 was activated. Poland plans 47 billion EUR in 2026 defence spending, with new investments in anti‑drone, missile, and radar systems.
Russian drone incident seen as provocation in Poland - Spondeo | September 2025
Our CEO, Tuomas Asunmaa (based in Poznań) commented to Talouselama (Finnish news media) that recent Russian drone intrusions in eastern Poland are viewed as deliberate provocations, not accidents. Poland’s Interior Ministry reported finding debris from seven drones and one missile. Asunmaa notes Poland plans to spend 47 billion EUR, or 4.6% of GDP, on defence in 2026 and remains attractive for Finnish investors, with over 50 Finnish factories operating there. He warns post‑war Ukraine’s 500 billion EUR reconstruction could draw skilled labour away from Poland.
Poland accelerates anti-drone system purchases amid Russian threats | September 2025 Poland has initiated the urgent procurement of anti-drone systems for its Armed Forces in response to escalating provocations from Russia. The Armament Agency is overseeing the acquisition of kinetic systems, while the Inspectorate of Unmanned Weapon Systems is responsible for non-kinetic solutions. These measures aim to bolster Poland's layered air defense, integrating anti-drone capabilities alongside existing systems like Wisła, Narew, Pilica, and Poprad. The procurement process is being expedited through the "Urgent Operational Need" procedure, allowing for swift adaptation to emerging security threats.
Defence News
PGZ ramps up tenders and investment strategy | September 2025
PKO BP and Polska Grupa Zbrojeniowa (PGZ) signed a strategic deal to boost financing for Poland’s defence sector. The bank will raise credit limits from 460 million EUR to as much as 2.76 billion EUR, funding new production capacity, supply chains, and export projects.Polska Grupa Zbrojeniowa (PGZ) is preparing a significant wave of defence procurement processes. It forecasts 2025 revenues above 4.6 billion EUR, with profits channelled into expanding production capacity in Jelcz, developing a modular propellant factory, and advancing technology transfer for the K2 tank programme. PKO BP estimates defence spending could exceed 276 billion EUR by 2035, potentially adding EUR 299 billion to GDP.
PGZ and BAE Systems to build 155mm ammunition plant in Poland | September 2025 Poland’s PGZ (Polska Grupa Zbrojeniowa) and UK-based BAE Systems have agreed to build a new factory in Poland to produce 155 mm artillery shells. The deal includes a long-term technology transfer, with a contract that is open-ended but has a 40-year termination notice period. The goal is to scale up production to between 150,000 and 180,000 large-calibre shells per year to strengthen Poland’s defense sovereignty and supply chain. Work on the new facility begins in 2025, with completion expected in 2027–28.
Grenevia signs cooperation letter with PGZ | September 2025
Grenevia (investment holding, Poland) and Polska Grupa Zbrojeniowa (state defence group, Poland) have signed a letter of intent to work together on joint projects, improve production processes, and supply components and services. Grenevia, through its Famur brand, serves the mining and energy sectors and now plans to expand into defence. The company says its skills in mechanics, hydraulics, and electronics will support new projects
Guarding system of the sky | September 2025
A Polish anti‑drone system developed in Gdynia, nicknamed NATO’s “Sky Guard”, is gaining global interest. The technology detects, tracks, and neutralises hostile drones, offering protection for military bases, critical infrastructure, and public events. Its modular design allows integration with NATO defence networks, and export talks are underway with several allied countries. The system’s success highlights Poland’s growing role in advanced defence tech and its ability to compete internationally in high‑value security solutions.
PZL Defence to launch drone production | September 2025
PZL Defence (drone and anti‑drone systems, Poland), 40% owned by Unimot (fuel, energy and renewables trading, Poland), plans to begin production in mid‑2026 after figuring out all required permits. Unimot’s finance vice-president Filip Kuropatwa said the venture will use the expertise of long‑term Ukrainian partners. He stressed drones are now a lasting element of defence, not a short‑term trend. Unimot bought its stake in July 2025 for about 92 thousand EUR. The group had 2024 consolidated revenue of roughly 3.24 billion EUR and also operates the Avia fuel station and Avia Solar brands.
Poland signs key Wisła Program contract | September 2025
Poland's Armament Agency has signed a significant contract with Wojskowe Zakłady Łączności nr 1 S.A. for the acquisition of 56 Mobile Communication Centers (MCC) valued at 2.09 billion PLN. These MCCs are integral to the second phase of the Wisła air and missile defense program, which involves the procurement of Patriot systems. The delivery of these systems is scheduled between 2027 and 2030. Developed by Polish defense industry entities, the MCCs will ensure seamless communication within the integrated air defense system, linking sensors, effectors, and command elements. This initiative underscores Poland's commitment to enhancing its defense capabilities and fostering domestic industry growth.
Perovskite solar pioneer Saule targets Polish army drones but faces internal power struggle | September 2025
Saule Technologies, developer of ultra-thin, flexible perovskite solar cells, is seeking to partner with Poland’s defence industry (including PGZ or the Łukasiewicz network) to integrate its tech into military equipment like drones, uniforms or bases to extend operational endurance, but a shareholder conflict - particularly over control and the removal of co-founder Olga Malinkiewicz - threatens both its future and any sale or restructuring.
Elbo to supply military vehicles to Polish Army | September 2025
Polish company Elbo won contracts worth over 31.5 million PLN to deliver high-capacity Volvo FM 6x2 trucks with advanced safety, comfort, and cargo features to the Polish Army. In a consortium with Dobrowolski Sp. z o.o., Elbo also secured medium-capacity MAN TGM 4x2 trucks worth over 34 million PLN.
EU Projects & Funding News
GDLS signs 52 contracts with Polish firms for Abrams tank parts | September 2025
At the 2025 MSPO exhibition in Kielce, General Dynamics Land Systems (GDLS) signed 52 contracts with eight Polish companies to supply Abrams tank components. Poland has ordered 366 tanks, with deliveries ongoing and final SEPv3 units expected by autumn 2026. GDLS and Wojskowe Zakłady Motoryzacyjne are expanding the Regional Sustainment Center in Poznań to support maintenance and repairs, strengthening Poland’s role in the global Abrams supply chain.
Sweden buys Polish PIORUN air defence systems in €274M deal | September 2025
Sweden has signed a €274 million deal to buy the Polish PIORUN man-portable air defence systems from Mesko (part of PGZ). The contract was finalized at the DSEI defense fair in London; deliveries will start in early 2026 and conclude by 2027. The PIORUN system is designed to engage helicopters, aircraft, and drones at ranges up to 6.5 km, and has been proven in use - notably in Ukraine.The agreement is seen as a boost for Poland’s defense industry and export profile.
WB Electronics & Hanwha Aerospace JV | September 2025
WB Electronics has signed an investment agreement with South Korea’s Hanwha Aerospace to create a joint venture and build a missile factory in Poland producing CGR‑080 rockets for the Homar launcher system. The deal, announced at the International Defence Industry Exhibition in Kielce, includes technology transfer and aims to strengthen Poland’s defence capabilities. The project reflects growing Polish‑Korean cooperation in the arms sector and is expected to boost domestic production capacity
Military Trends 2025
MSPO 2025, 2d-5th of September | September 2025
The 33rd International Defence Industry Exhibition MSPO in Kielce, held 2-5 of September 2025, gathered over 800 companies from 34 countries, showing innovations such as the Baobab mine‑laying vehicle, the first serial Borsuk amphibious IFV, and advanced heavy IFV concepts. Exhibits spanned anti‑drone systems, next‑generation radars, robotic manufacturing, and containerised photovoltaic power plants. There were also the USA Partnership Pavilion, high‑level NATO and EU delegations, and debates on defence modernisation, cyberspace security, and unmanned capabilities.
AI Defense Technology
ICEYE and SATIM | September 2025
ICEYE and SATIM have launched Detect & Classify, an AI‑powered system that uses ICEYE’s high‑resolution SAR imagery and SATIM’s object catalog to automatically detect and classify vessels, aircraft, and vehicles with over 90% accuracy. The tool delivers both imagery and analysis in one package, giving rapid, high‑confidence situational awareness for maritime, air, and land domains. ICEYE also signed a contract with the Finnish Defence Forces to supply SAR satellites.
News From Ukraine
ReBuild Ukraine 2025 | September 2025
On 13-14th of November 2025, Warsaw will host ReBuild Ukraine 2025 (reconstruction trade fair, Poland). The Finland Pavilion, coordinated by Business Finland and built by TSEG Oy, will feature Finnish companies in energy, housing, infrastructure, and industry. Exhibitors will meet Ukrainian municipalities, ministries, and international financiers. In 2024, over 50 Finnish firms took part. The event also includes the EU-Ukraine Investment Conference and sector‑specific forums on energy, construction, and water infrastructure recovery.
Katowice SME Congress | September 2025
The 15th European Congress of Small and Medium‑Sized Enterprises took place on 27-28th of October 2025 at the International Congress Centre in Katowice, Poland. Organized by the Regional Chamber of Commerce and the Polish‑Ukrainian Chamber of Commerce, it gathered over 350 speakers and thousands of participants. Ten thematic tracks covered AI, digital transformation, foreign expansion, and startup growth. Ukrainian business delegations joined B2B matchmaking sessions with Polish firms, aiming to expand trade and investment links in the SME sector.
Swarmer funding in startups | September 2025
In mid-September 2025, Swarmer (develops AI for drone swarms, Ukraine) raised about 13.9 million EUR from investors linked to NATO countries. In a Series A round was led Broadband Capital Investments (USA) with R‑G.AI (USA), D3 Ventures (USA), Green Flag Ventures (USA), Radius Capital (USA), and Network VC (USA). CEO of Swarmer, Serhii Kupriienko (UA) said the funds will expand production and integrate swarm control into all unmanned systems. The software, tested in over 82,000 combat missions, lets one operator coordinate multiple drones. The project is part of Ukraine’s Brave1 defense innovation cluster. The capital will be used to expand production and improve autonomous flight systems. The company might test its technology with potential partners in Poland and Finland. This is one of the largest Ukrainian defense-tech investments since 2022.
New Rheinmetall production in Ukraine | September 2025
Rheinmetall (arms manufacturer, Germany, cooperating with Ukraine since 2024) will build a new artillery shell production plant in Ukraine after the government allocated land in a secure region on 9 September 2025. The decision was confirmed during a meeting at the DSEI defence fair in London between Ukrainian Defence Minister Denys Shmyhal and Rheinmetall CEO Armin Papperger. The facility will supply Ukraine’s armed forces and is part of wider cooperation on armoured vehicle production, repairs, and air‑defence systems to strengthen capabilities against drone threats.
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