Circus SE Announces High‑Volume Market Entry into the Defense Sector

Circus SE (XETRA: CA1), a Hamburg‑based technology company specialising in software and robotics for kitchen automation, has declared that its first fully autonomous AI‑robotic system, CA‑M, is poised for high‑volume entry into the defense sector. The announcement, made on 17 October 2025, outlines the company’s plans to manufacture the system at a new European production facility slated to open in 2026.

Product Overview

  • CA‑M is designed for tactical troop supply in military environments.
  • The system integrates autonomous navigation, payload handling, and AI‑based logistics decision‑making.
  • It represents the world’s first fully autonomous AI robotics solution for this application.

Production Scaling

  • A new high‑volume factory in Europe will increase annual production capacity to more than 10,000 AI robots.
  • The facility will operate in partnership with existing and new global supply‑chain and production partners.

Strategic Market Opportunity

  • The European initiative “Readiness 2030 / ReArm Europe” is projected to invest up to €800 billion in defence capabilities, providing a substantial market potential for autonomous logistics systems.
  • By positioning itself as a global pioneer, Circus SE aims to capture a leading share of this emerging segment.

Financial Context

  • As of 15 October 2025, Circus SE’s share price was EUR 16.60, with a market capitalisation of approximately EUR 394 million.
  • The company’s 52‑week trading range spans EUR 11.85 to EUR 33.20, reflecting recent volatility linked to the company’s expansion plans.

Additional Developments

  • In addition to the defense‑sector focus, Circus SE continues to pursue its core business of kitchen automation.
  • Recent commentary by industry analysts highlights the company’s automated pizza‑production stations, which are positioned for deployment in high‑traffic public venues such as supermarkets, train stations, and airports.

Conclusion

Circus SE’s forthcoming high‑volume production of the CA‑M system signals a significant shift from its traditional food‑service robotics portfolio to the defense market. The company’s strategic alignment with the European Readiness 2030 initiative and the planned scaling of production capacity position it to become a prominent provider of autonomous troop‑supply solutions.