Diese Seite ist derzeit auf Englisch verfügbar.

English
Back to portfolio
Public sourcesigned option agreement
Logo AMC Polish Arsenal

AMC Polish Arsenal

A publicly disclosed defence and dual-use investment and industrial project concerning, among other areas, 155 mm artillery ammunition.

Official project website

Key information

Legal name
AMC Polish Arsenal sp. z o.o.
Current interest
20%
Potential interest
up to 51% upon potential exercise of the option
Information basis
ESPI report / 5/2026, 7/2026, 9/2026, 27/2026
Open source
Data as of
2026-10-03

Company profile

AMC Polish Arsenal in the PRIME ASI portfolio

A publicly disclosed defence and dual-use investment and industrial project concerning, among other areas, 155 mm artillery ammunition.

Defence manufacturing155 mmindustrial projectconditional transaction

PRIME ASI involvement

Disclosed investment and value history

Investment loan, option terms and company share capital.

Public sourceLoan tranche disbursed

500,000 PLN

First investment-loan tranche disbursed, according to the issuer update as of 3 October 2026. This amount is part of, not additional to, the PLN 8 million limit. The update date is not the transfer date. ESPI 27/2026 sets out the agreement terms, not confirmation of this payment.

As of: 2026-10-03Issuer update
Public sourceInvestment-loan limit

up to 8,000,000 PLN

Investment-loan limit under the agreement of 24 September 2026 for stage I of the ammunition project in Słupia Konecka. Two tranches: PLN 500,000 and PLN 7.5 million, subject to contractual conditions. The limit is not the amount disbursed, a share purchase price or a valuation of AMC.

As of: 2026-09-25ESPI 27/2026
Public sourceTransaction reference value

75,000,000 PLN

Settlement reference for the 31% stake under the option agreement. This is not the current value of AMC Polish Arsenal, a valuation of the whole company or the carrying value of PRIME ASI's investment.

As of: 2026-07-06ESPI 9/2026
Public sourceCompany share capital

10,000 PLN

Total share capital of AMC Polish Arsenal at formation, as disclosed in ESPI 7/2026. This is not financing provided by PRIME ASI or the acquisition cost of its stake.

As of: 2026-06-25ESPI 7/2026

AMC loan: tranches and terms

First tranche disbursed

500,000 PLN

Preparatory work, including licensing, regulatory, design and environmental documentation.

Second tranche awaiting AMC's licence

7,500,000 PLN

Payable within 5 business days after the contractual conditions are met, including AMC obtaining its first special-trade licence.

Payment status: issuer update as of 3 October 2026. Both tranches are included in the PLN 8 million limit, not additional to it.

Maturity
31.12.2030
Annual interest rate
3M POLSTR + 2.0 pp
Stage I security
No asset collateral
  • Interest accrues only on disbursed principal; the base rate resets every three months. No fees or early-repayment charge.
  • The agreement restricts use of funds, requires monthly reporting and grants audit rights. Breaches may allow PRIME ASI to suspend further disbursements or demand early repayment under the contractual terms.
  • Non-repayment by 31 December 2030 gives PRIME ASI the right to demand conversion: each PLN 1 million of unpaid principal corresponds to new shares representing 5% of AMC's post-conversion capital. This is conditional, not a current change to the 20% stake or a company valuation.
  • ESPI identifies the series I share issue as the funding source. Financing above PLN 8 million requires a separate decision and agreement or amendment.
Agreement terms: ESPI 27/2026 of 25 September 2026

People and partners

Management and project partners.

Company and project-partner roles are presented from public registry data, issuer reports and industry profiles.

Company management

Izabela Zych

President of the Management Board

current roleRole source

Marcin Krawczyk

Vice-President of the Management Board

current roleRole source

Project partners

Industrial partner

Armaments Munition Company sp. z o.o.

Industrial partner contributing the technology and production capabilities associated with the project.

Przemysław Kowalczuk

Przemysław Kowalczuk

Management Board

President of Armaments Munition Company. Defence24 Days describes more than 23 years of experience across the defence and academic sectors, including management roles at the MESKO Group, PIT-RADWAR and Wojskowe Zakłady Elektroniczne.

Represents Armaments Munition Company in the publicly disclosed projects: AMC Polish Arsenal.

Strategic partner

Grupa Kapitałowa VALEZA

Partner supporting international relationships, sales development and the commercial scale of the venture.

Marek Kuźmicz

Marek Kuźmicz

Strategic partner representative

Entrepreneur and investor with experience across the industrial, energy and defence sectors, including international cooperation.

Represents VALEZA in the publicly disclosed projects: AMC Polish Arsenal and Thalon Technologies.