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The Defence Industry in Transformation: The Revival of Safran’s Montluçon Site in the New Geopolitical Context

What is the central argument of “The Defence Industry in Transformation”, and why does it matter for European defence and dual-use markets?

The Defence Industry in Transformation: The Revival of Safran’s Montluçon Site in the New Geopolitical Context: In a context of growing international. Defence…

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Original DFM publication · DFM Analysis report · 2025-05-08

In a context of growing international attention to rearmament, the Safran plant in Montluçon stands as a significant example of the transformation underway in the European defence industry. Located in the department of Allier, this factory, specialised in the production of guidance and propulsion kits for AASM bombs (Armement Air-Sol Modulaire), has experienced an unprecedented acceleration in production.

While in the mid-2010s a lack of orders threatened its closure, today the plant is operating at full capacity, with a projected output of 1,200 kits in 2025, compared to 800 in 2024, and with the declared ability to further double the production pace in response to new ministerial demands.

This analysis answers: What is the central argument of “The Defence Industry in Transformation”, and why does it matter for European defence and dual-use markets? What does this mean for European defence funding, procurement and investment decisions? How mature and defensible is the position described in “The Defence Industry in Transformation”? Which European actors, programmes and funding instruments are most exposed?

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Original DFM analysis

The Defence Industry in Transformation: The Revival of Safran’s Montluçon Site in the New Geopolitical Context

Type DFM Analysis report
Published 2025-05-08
Access free_public

The publication details above identify the source used for this public thread.

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What is The Defence Industry in Transformation: The Revival of Safran’s Montluçon Site in the New Geopolitical Context?

While in the mid-2010s a lack of orders threatened its closure, today the plant is operating at full capacity, with a projected output of 1,200 kits in 2025, compared to 800 in 2024…

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