Italy: twenty-five costed programmes a year, tranche by tranche

Defence procurement in Italy proceeds by multi-year programmes authorised one phase at a time, with the balance of each programme announced as future tranches. The buying authorities are the armament directorates of the Segretariato Generale della Difesa, and a large share of programmes is co-financed by the industry ministry, which is why the annual schedules name both defence and industry-ministry chapters [2].

Between 15 March 2023 and 23 June 2026 Dfensio flagged 83 such programmes, about 25 a year [1]. Each carries a phase cost, an annual financial schedule that can run fifteen years ahead, quantities, and an explicit statement that the remainder of the programme will follow in later tranches. For a supplier, that produces a dated, costed forward order book by equipment family.

Programmes flagged by Dfensio for 2026-2030

ProgrammeValueStageFlagged by Dfensio (date)Expected contract window
U212 NFS submarines, continuation phaseEUR 658.64m, schedule to 2039Authorised January 2026; contractual integration with the prime 23 July 2026April 2023Contracted July 2026
New reconnaissance and escort helicopterEUR 1,221.5m phase; EUR 4,647.7m full programmeFirst phase authorised; 29 aircraft plus 19 upgradesOctober 20252027-2028, further tranches later
Armoured infantry fighting vehiclesEUR 2,141.58m over fourteen years, to 2036First vehicle contract 5 November 2025August 2021In delivery; follow-on vehicle lots to 2036
Eurofighter trancheMulti-year, 2024 authorisationContract signed 23 December 20244 July 2024Contracted December 2024

Values are phase costs at the economic conditions stated by the Italian State at authorisation [1][2].

Naval: the U212 NFS continuation

The continuation of the U212 NFS submarine programme is costed at EUR 658.64m with a year-by-year schedule running to 2039, drawn from both industry-ministry and defence chapters [2]. Dfensio had flagged the phase in April 2023, when the third and fourth boats were authorised and the remaining phase was announced at a forecast EUR 659m: 32 months ahead of the December 2025 authorisation, and accurate to within 0.05% [2].

The phase was authorised in January 2026 and the contractual integration with the submarine prime followed on 23 July 2026 [2]. For the naval supply chain, the value of that sequence is the schedule to 2039: combat-system, propulsion, battery and hull-equipment suppliers can date their production windows fourteen years out.

Land and rotary wing: infantry fighting vehicles and a new escort helicopter

The armoured infantry fighting vehicle programme was flagged in August 2021 as a programme of planned launch, at EUR 2,141.58m over fourteen years. It was authorised in September 2022 and the first vehicle contract was signed on 5 November 2025, 51 months after Dfensio first flagged it. The published financial charge runs to 2036, which dates the production ramp for hull, turret, drivetrain, optronics and protection suppliers.

The new reconnaissance and escort helicopter was flagged in October 2025: acquisition of 29 aircraft in final configuration and the upgrade of 19 already contracted, at a phase cost of EUR 1,221.5m at 2024 economic conditions, within a full programme cost of EUR 4,647.7m of which EUR 656.2m remains to be financed [1]. The Italian State records that the balance will be authorised in further tranches, and the industrial sectors concerned are listed at authorisation. Mission systems, weapons integration, training and sustainment are the tiers where the first-phase contract will cascade.

Air and industrial policy: Eurofighter and the co-financing model

The Eurofighter tranche authorised in 2024 shows the other end of the Italian range: flagged on 4 July 2024, supplemented on 11 December 2024 and contracted on 23 December 2024, 5.6 months from first flag. Continuation tranches of programmes already negotiated move in two to eight months; the first phase of a genuinely new programme has taken 16 to 38 months from flag to prime contract.

Three features of Italian industrial policy matter to suppliers. Programmes are frequently co-financed by the industry ministry, which ties them to national industrial capacity and to the regions where that capacity sits [2]. Authorisations describe the industrial sectors concerned rather than naming a contractor, so the prime is identified from the technical object of the programme and its existing industrial relations. And because each programme is authorised tranche by tranche, the prime consults its supply chain ahead of each tranche, which is when a tier-2 or tier-3 supplier gains or loses a place.

What Dfensio flagged in Italy

  • U212 NFS continuation: EUR 659m flagged 32 months before authorisation, accurate to within 0.05% of the final EUR 658.64m [2].
  • Armoured infantry fighting vehicles: EUR 2,141.58m flagged 51 months before the first vehicle contract of 5 November 2025.
  • New reconnaissance and escort helicopter: EUR 4,647.7m full programme flagged in October 2025, with EUR 656.2m still to be financed in later tranches [1].
  • Eurofighter tranche: flagged 5.6 months before the contract of 23 December 2024.
  • 83 programmes flagged across the current legislature, roughly 25 a year [1].

Dfensio's analysts are available to answer questions on any Italian programme in this brief. Request a confidential briefing at dfensio.com/contact.

Frequently asked questions

Which Italian programmes will open to new suppliers before 2028?

The new reconnaissance and escort helicopter, whose first phase of EUR 1,221.5m was authorised in late 2025 with EUR 656.2m still to be financed in later tranches, and the armoured infantry fighting vehicle programme, whose vehicle lots run to 2036 after the first contract of November 2025. The U212 NFS continuation was contracted in July 2026 and now cascades into its naval supply chain [1][2].

How large is the Italian armament programme portfolio?

Dfensio flagged 83 multi-year programmes between March 2023 and June 2026, roughly 25 a year, each with a phase cost and an annual financial schedule [1].

How long between an Italian programme being flagged and the prime contract?

The first phase of a new programme has taken 16 to 38 months from Dfensio's flag to the prime contract: 51 months on the infantry fighting vehicle, 32 months on the U212 NFS continuation. Continuation tranches of programmes already negotiated take two to eight months, as the Eurofighter tranche did at 5.6 months.

Is the prime contractor known when an Italian programme is authorised?

Authorisations describe the industrial sector and sometimes the region concerned rather than the company. Dfensio identifies the likely prime from the technical object of the programme and labels it as an inference.

Official sources

  1. Atti del Governo sottoposti a parere parlamentare, XIX legislatura. Camera dei deputati, 2026-09-02
  2. Dossier DI0179, programma pluriennale SMD 09/2025, Prosecuzione del programma U212NFS. Servizio Studi, Camera dei deputati, 2025-12-15

Dfensio's analysts are available to answer questions on any programme mentioned in this article. Request a confidential briefing at dfensio.com/contact.