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Photonis (Photonis France SAS, Brive, ~500 employees; group HQ Mérignac) makes photon-detection and low-light imaging hardware: image intensifier tubes for night vision, microchannel plates (MCPs), photomultiplier tubes, and camera cores for defence, scientific and life-sciences customers.
GLEIF (checked 2026-09-06): the dossier's own LEI (969500KEZ6MZDPSLSK47, PHOTONIS TECHNOLOGIES, FR) is now RETIRED status and reports no parent on file. No active LEI record for 'Photonis Technologies SAS' as such was found (name search also surfaces Photonis Germany GmbH, Photonis Defense Inc. (US), and a lapsed Photonis Netherlands B.V. — separate legal entities, not this dossier's subject). Photonis operates as a brand/operating subsidiary of Exosens SA (Euronext Paris: EXENS, ISIN FR001400Q9V2, LEI 969500R3AKTPEDO9EG76 — GLEIF reports Exosens itself as reporting no further parent, consistent with it being the publicly-listed top of the group since its 2023 rebrand from Photonis Group). No exosens dossier exists yet in this corpus, so parent_slug is not set — do not invent one. Intra-group shareholding percentage for the Photonis operating entity is not disclosed in Exosens' public investor materials found this tick; treat as a wholly/majority-owned operating subsidiary of the group, not an independently-controlled company, but the exact stake is not asserted here.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 1 customer-side. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
Exosens-group press release (2025-12-10): contract with Theon International/OCCAR for 100,000 MIKRON night-vision binoculars carrying 200,000 Exosens 16mm image-intensifier tubes (plus 4,000 further binoculars/8,000 tubes for Belgium), ~EUR 500m total, billed as the largest night-vision contract on record. Tubes of this type are Photonis' own product line (Brive plant, this dossier's subject); the press release itself is issued at the Exosens group level, not the Photonis Technologies SAS legal entity specifically, hence confidence: secondary rather than primary-source.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
Every exposure is read as a buyer dependency; the top 2 are its binding chokepoints.
Dossier discloses a dysprosium, terbium or samarium material exposure directly — A61 §1(2) names Dy/Tb-containing NdFeB and SmCo magnets by element.
A61's suspension (Announcement 70) lapses 10 Nov 2026 — on the plain text, controls revive automatically. The US DoD CN/RU/IR/KP sourcing bar follows 1 Jan 2027. See the underlying extraterritorial export-control action. We supply the provenance file; we never compute your ratio for you.
As a buyer, policy pressure across its consumed materials is rising.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
No actions in the register have named or swept this company in the last 24 months.