Russian defense industry is actively out of the financial crisis: the ranking of the top 20 largest Russian defense companies by revenue in 2010, compiled by the Center for Analysis of Strategies and Technologies (CAST), demonstrates a positive trend.
From the Ural enterprises in the list included four: Ufa Engine software (UMPO) in the United Engine Corporation in third place; SPC "Uralvagonzavod" (DC) in sixth place, a group of "MZ" — on the 14th, Kurgan — 15 — m
Next to them can get up in the "Ural Optical and Mechanical Plant" (UOMZ) production had comparable, in the revenue military products plays a decisive role. In 2009, he closed the twenty rankings, but the revenue of 2010, was not enough to hold the position (in the ranking of included companies that were not previously disclose information about themselves).
It would seem that positive trend should inspire optimism. In contrast to the crisis of 2009, the growth in manufacturing enterprises in all sectors of the show: as suppliers of systems for the aviation and naval weapons and manufacturers of heavy and light armored vehicles. Markedly increased military revenues from exports (though it says more about what the role of domestic defense procurement has fallen). However, analysis of performance data, prisoners and planned contracts shows that the technology providers in the Army 2010 — 2011 years may be the last before takeoff protracted decline. But for companies operating in the military air force, everything is just beginning.
The position of the Ural manufacturers systems and components for the aviation and marine equipment is relatively stable. Although UMPO UOMZ and slightly increased revenue from product sales, they were able to significantly increase net profit: first — almost four times a second — more than two.
The main income UMPO was associated mainly with the export sales of weapons. For example, three-quarters of the contracts on production (AL-108 engines 31 different models), as well as for service concluded with the Indian Air Force, Vietnam, Algeria, South Korea and China. Moreover, they concluded, both directly and through Rosoboronexport and Russian aircraft manufacturers. In particular, only for the Indian aviation of Russia sent 30 fighter planes Su-27/30 manned 60 AL-31F engines cost about $ 3 million each. Rose and supplies to the domestic market: revenues from the domestic defense contracts rose in 2010 to 911 million rubles.
UOMZ also increased its production, mainly — due to the increase of the special products (by 10% to 2.97 billion rubles). The main deliveries are associated with the aviation theme (64%) sighting systems and optical-radar station left for export or through AHK "dry", or CPP "Irkut". In the domestic market, a significant event for the plant was the transfer of four Air Force combat helicopters Ka-52 Ural optics.
There is no doubt that the outcome of the next two years, the financial indicators and UMPO UOMZ will be stable. In particular, the order backlog UOMZ for four years was in the beginning of 2011 about 16 billion: this year, due to begin deliveries to Algeria 16 Su-30MKI fighters (one billion dollars), up to 2012 scheduled execution of a contract for 12 Su- 30MK2 ($ 1.3 billion) for Vietnam. In addition, Rosoboronexport, according to its CEO Anatoly Isaikina in talks with Brazil on the supply batch of helicopters Mi-28 and Ka-52. The only negative point for both companies was the introduction in early 2011, the embargo on military-technical cooperation with Libya: for the country planned to make 12 — 15 Su-35 fighters. UOMZ had to put on each one sighting system ($ 1 million each), UMPO — two engine AL-31.
The loss of Libyan markets for these critical Ural acquisition librarians will not: in 2011, the active phase includes execution of major domestic orders. Thus, according to the Ministry of Industry and Trade of the Russian Federation in connection with a contract with the Russian government by "dry" on the share of defense contracts UMPO increase to 40%, including products for the new Su-35 fighter. By 2015, the Russian Air Force to send 48 of these aircraft. This means that they will produce for UMPO 96 "117S products" — modernized AL-31F. In addition, by 2015,
UMPO plan to localize the production of most of the components for helicopter engines TV3-117, as well as a new version of the VC-2500, which is put on Mi24/28 and Ka-50/52. Prior to 2016, according to participants of the project will take at least 2.5 million VC-2500 to 210 thousand euros each.
General Director of "UOMZ" Sergei Maxine expects 2011 production increase only on aviation subjects in 2.5 times. Growth associated with the start of mass production for the Russian army of new combat helicopter Mi-28N ("Rostvertol") and Ka-52 ("Progress"). In addition, UOMZ successfully completed testing of survey and sighting systems for ships, and now the company has a full line of optical systems for various applications. In this regard, within the framework of the medium-term defense contracts already signed contracts for the supply of electro-optical systems for the built patrol ships, anti-sabotage boats, search and auxiliary vessels with the time of commissioning in 2013.
The positive revenue trend of the Ural defense industry could inspire optimism. But the analysis shows that this is a temporary phenomenon
And what is happening on the ground? SPC "Uralvagonzavod" could get out of the loss in 2009, but mainly due to multiple growth in 2010, the supply of rail cars on the orders of Russian Railways and private operators. Proceeds from the sale of military goods decreased insignificantly: from 25.3 to 22 billion rubles. In 2010, here in India have gone past 20 T-90S tanks and about 160 kits for assembly at the factory in Avadi. The cost of the contract — 1,237,000,000 dollars for 124 tanks and 223 kits. The Russian army in 2010 has also purchased 63 new T-90A and upgraded about 200 tanks T-72B to the level of T-72BA.
In the future, most likely, Uralvagonzavod keep focus on the domestic market of civilian products as well as certainty in the area of large military orders of the corporation is not: export contracts for the year 2011 only three. The first — to repair and upgrade thousands of tanks T-72 and T-72M1M level of $ 500 million signed with Syria in 2007 and has already ended. The second involves the continuation of the contract with India in 2011 — 2012 years, but only within the framework of the supply of components for the production of T-90 tanks, mainly engines c «CTZ-Uraltrak" (included in the SPC "Uralvagonzavod") in the amount of $ 77 million. On the third said the other day, "Interfax": according to him, to the end of the year in Kazakhstan will supply ten tank support combat vehicle (BMPT). This new development Uralvagonzavod and the Defense Ministry does not buy it yet. Perhaps it will be able to partially compensate for the completion of major export contracts on
As for domestic supply, it is known that before the end of 2011, the Russian government intends to spend 12 billion rubles, but not for the purchase of T-90, and for the repair and modernization of old T-72. The military claimed that the retrofit old T-72 and T-90 level almost three times cheaper than buying a new one. As explained by a source in the Defense Ministry, the army racschityvayut that after two years UralVagonZavod will make a brand new car — the "Armata".
Perm group of companies "MZ" (Russia’s largest producer of artillery and multiple rocket launchers), in contrast, is determined to make the production and development of weapons on government orders and export key activity. Thus, already in 2011 Motovilikha plans to increase its consolidated revenue doubled compared with 2010. By 2015, the company hopes to benefit from the increase in domestic defense procurement and increase revenue from military production to 60% (as it was in Soviet times). To do this in the next four years are going to hold a major upgrade to master the production of 100 mm caliber artillery systems and 152 mm (now supplying 120 and 122 mm). Also in 2010, the company completed the development of a lightweight version of MLRS "Smerch" (weight in comparison to the basic version is reduced from 43.7 to 25 tons).
Indeed, in 2011 the Ministry of Defense of the Russian Federation increased its defense contracts for Motovilikha half. According to unofficial data, the cost of the planned shipment of special products is estimated at 2 billion rubles. Expert at the Center for Analysis of Strategies and Technologies, Konstantin Makiyenko believes that the increase in defense procurement is primarily associated with the delivery and modernization of the MLRS, "This could be as a" Tornado "and a new MLRS" Tornado-G "and" Tornado-C ", which Defense Ministry plans to buy this year. "
The growth of the state defense order — positive. But can it replace the revenue shortfall in export earnings? Before the export share was 40%. Based on the statements of previous years, it was he who was the main income Motovilikha. In 2009 — 2010 the company exported’s multiple rocket launchers "Smerch" to India and Turkmenistan. Also signed a contract for the supply to Turkmenistan six MLRS. After this, a new export contracts has been received.
The most difficult, according to our estimates, the situation on the Kurganmashzavod (CMH). In 2010, the growth of military sales from 3.2 to 5.6 billion rubles is dictated by the large export contracts (factory delivered BMP-3 in Indonesia, Turkmenistan, Libya and Kuwait) and unprecedented in the last 12 years, state defense order. A significant (56%) increase in defense contracts resulted from export to the state debt of the former USSR and the Russian state credit, as well as large order for delivery of BMP-3 in the Russian army. The growth in the supply of military products to the domestic market amounted to 44%. Together with the additional volume of orders for the Russian Defense Ministry on the volume of export contracts allowed to provide a full load production in 2010 and to a large extent — in 2011. But in the near future CMH may suffer serious losses. The fact is that in 2010, the plant was unable to fulfill the obligation to deliver the ordered equipment to the troops and a half. In the department of the department of military-industrial technology of machine-building group Concern "Tractor plants" (which includes CMH) explained: in 2010, the order book for the BMP-3 has reached 314 units (75% capacity), a record level since the start of production in 1997. However, summarized by acquisitions: Barnaultransmash could not ramp up production of engines for new orders — instead of 314 engines delivered less than 200. Motovilikha mastered the production of 100-millimeter guns only to January 2011. As a result of implementation of the SDO shifted by six months. Automatically floating in the air the question of supply in 2011 for the Russian Airborne Troops ten vehicles BMD-4M and ten armored personnel carriers unified "Shell", created on the basis of BMD-4M.
As reported by the commander of the Airborne Forces, Lieutenant-General Vladimir Shamanov Kurgan Machine-Building Plant has not given guarantees that their produce. As a result, as stated in the middle of summer deputy chairman of the Duma Committee on Defense Igor Barinov on Kurganmashzavod will no longer buy weapons and infantry and airborne assault. Of new orders in the CMH while only upgrading 135 BMP-3 were in service in the UAE since 1991 (contract amount — about $ 74 million). Deadline not specified, but it is known that modernization will take place in several stages. In CMH argue that the results of 2010 drafted several large export contracts scheduled to be implemented from 2011 to 2013. In the case of the signing of these contracts in the future will ensure the stability of the production load. But they are not yet known.
On the prospects. Representatives of Rosoboronexport state that the Middle East conflict did not prevent the export of military products from Russia. In the first half of the year, according to his statistics, the share of ground weapons had 31% of total exports (aviation took 38% Defense — 18%), although earlier the share of weapons the Army did not exceed an average of 20% per year. So the revolution will help.
Nevertheless, on the basis of existing contracts can see: to count on stable prices are only manufacturers of components for the air force and navy. Why? One of the main reasons — they are able to offer the market new models of military equipment. Example: Motor 117S UMPO. But the tank "Armata" with fundamentally new performance characteristics Uralvagonzavod promises military for almost a decade.