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A new impulse for Poland’s Silesia – Rafako is transforming into a defence industry hub

The transformation of Poland’s Silesia region is gaining new momentum. In the heart of Racibórz, on the site of the former Rafako plant – a company known for manufacturing boilers for the energy sector – a new industrial centre of strategic importance to the Polish economy is set to emerge. Behind this transformation are three key entities: the Industrial Development Agency (ARP), Polimex Mostostal, and Towarzystwo Finansowe Silesia. Their joint venture – RFK Sp. z o.o. – is preparing to acquire Rafako’s assets under a lease agreement and expand operations in the railway and defence sectors.

State-supported investment

According to announcements, the government will allocate over PLN 700 million to support the new company. This is not only a chance to save jobs after Rafako’s collapse, but also to create new supply chains and an economic stimulus for the entire region. The project fits into a broader strategy of Poland’s reindustrialisation, with a strong emphasis on developing the defence industry.

RFK will take over selected Rafako assets – including machinery, equipment, and real estate – and use them to fulfil orders related to modernising railway infrastructure and defence. This business orientation will allow for maximum utilisation of the region’s existing industrial potential while providing long-term economic stability.

Public-private partnership in practice

The establishment of RFK is an example of an effective public-private partnership. ARP – a leader in this field – transferred two-thirds of its shares in ARP Doradztwo (now RFK) to its partners – Polimex Mostostal and TF Silesia. Capital contributions amounting to PLN 27 million have enabled the new company to increase its operational capacity and prepare for the key step – signing the lease agreement.

Thanks to prior approval from the Polish Office of Competition and Consumer Protection (UOKiK) for the concentration, RFK has a clear path for development. The final terms of the transaction – including court approval and the UOKiK decision – are expected to be met by 30 September 2025.

Signal to investors – Poland supports strategic industries

For foreign and domestic investors, this sends a clear message – industrial investments in Poland enjoy strong government support. This applies particularly to strategic industries such as defence. In an era of geopolitical tensions, the transformation of Rafako is an example of wise crisis management in industry, turning it into a growth opportunity.

Racibórz gains a chance for a new economic identity, and Poland – another tool for strengthening its security and industrial sovereignty.

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