Postavy Dairy Plant

Open Joint-Stock Company Postavy Dairy Plant

UNP: 300567362 · 84 Krupskoy St., Postavy, Vitebsk Region, 211875

Export-orientedOblast-levelRestructuring

Identification

UNP300567362
OKED10511 — milk processing (except canning) and cheese production
Legal formOJSC
Governing bodyGeneral Meeting of Shareholders; supervisory board; director
State share99.5286%
Address84 Krupskoy St., Postavy, Vitebsk Region, 211875
Websitewww.moloko.by

Financial statements

k BYN

Line itemReporting yearPrior year
Fixed assets90 32561 875
Intangible assets7515
Income-bearing investments in tangible assets802
Investments in long-term assets3 03519 255
Long-term financial investments7 53232
Long-term receivables225722
Total Section I (long-term assets)101 22582 705
Inventories29 66117 045
— materials4 0073 745
— work in progress7010
— finished goods and merchandise24 45712 055
— goods shipped00
Deferred expenses104575
VAT on acquired goods, works, services6691 495
Short-term receivables89 34476 625
Short-term financial investments
Cash and cash equivalents2 1975 738
Other short-term assets
Total Section II (short-term assets)121 97599 478
BALANCE (assets)223 200182 183
Charter capital580580
Reserve capital2 2841 759
Additional capital46 20940 177
Retained earnings (uncovered loss)37 51834 775
Total Section III (equity)86 59177 291
Long-term loans and borrowings28 13313 370
Long-term lease liabilities2 7982 671
Deferred income1 3261 480
Total Section IV (long-term liabilities)32 25717 521
Short-term loans and borrowings89 97970 947
Current portion of long-term liabilities4 0553 203
Short-term payables9 63512 744
— to suppliers, contractors, providers4 7956 902
— on payroll2 0151 623
— on lease payments1 1921 572
Total Section V (short-term liabilities)104 35287 371
BALANCE (equity and liabilities)223 200182 183

Computed metrics

K1 · Current ratio
1.169
Prior: 1.139(+2.6%)
F1.290 / F1.690
K1 · Own working capital ratio
-0.12
Prior: -0.0563
(F1.490 - F1.190) / F1.290
K2 · Sales profitability
14.15%
Prior: 13.05%(+1.1 пп)
F2.060 / F2.010 × 100%
K2 · Net profitability
3.24%
Prior: 3.86%(-0.62 пп)
F2.210 / F2.010 × 100%
K3 · Revenue dynamics
4.2%
(F2.010_N / F2.010_N-1) - 1
K3 · Debt dynamics
40.08%
(F1.510 + F1.610)_N / (F1.510 + F1.610)_N-1 - 1
Operating cash-flow margin
-2.42%
Prior: 3.16%
F4.040 / F2.010 × 100%

Integrity checks

Checks passed: 6 of 6

Balance sheet balances (assets = liabilities)
Cash-flow integrity
Cash-flow residuals
Cash position
Capital transition
Profit consistency

Signals

Red flags
  • Negative own-working-capital provision: −0.12 against a ≥0.15 norm — all working capital and part of inventories are financed by short-term debt; there is no own working capital.
  • Operating cash flow turned negative: −5,093k BYN against +6,365 a year earlier — operations did not generate cash in 2025, and the gap was covered by borrowing.
  • Debt load grew 40% over the year (from 84,317 to 118,112k BYN), mostly from short-term loans (89,979k BYN); interest payable rose 52% (to 9,385k BYN).
Yellow flags
  • Current ratio 1.17 — below the 1.25 norm, though up from 1.14: short-term liabilities are almost equal to short-term assets.
  • Revenue grew only 4.2% — below inflation, i.e. it shrank in real terms; net profit fell 12.5% (from 7,784 to 6,813k BYN).
  • Inventories grew 74% (from 17,045 to 29,661k BYN), mostly finished goods (12,055 → 24,457) — possible slowing of sales, freezing funds in warehouse stock.
  • Real equity (excluding revaluation) covers long-term assets only 0.70; the nominal cover of 1.17 holds up on revaluation, which is 53% of equity.
Green signals
  • Profit on sales grew 13% (from 26,314 to 29,734k BYN), with sales profitability improving to 14.2% — the core business remains profitable.
  • Real equity is positive (+38,098k BYN): accumulated profit is real, not formed only by revaluation.
  • Active investment programme: fixed assets grew 46% (from 61,875 to 90,325k BYN), with fixed-asset purchases of 16,038k BYN — the enterprise is modernizing production.

Recommendation

Suggested outcome
Restructuring
Category
Distressed
Health score
0.79
Confidence level
High

Postavy Dairy Plant is an operationally viable milk-processing enterprise (sales profitability 14.2%, profit on sales up 13%, net profit 6,813k BYN), but with an unbalanced financing structure. Three factors drive the restructuring recommendation rather than privatization: own-working-capital provision is negative (−0.12), operating cash flow turned negative (−5,093k BYN against +6,365 a year earlier), and the debt load grew 40% over the year with interest expense up 52%. The enterprise funds a large investment programme (fixed assets +46%) and growing warehouse stock (inventories +74%) with short-term loans — and that is the root of the problem: a margin-healthy business runs on a fragile, predominantly short-term debt leverage. Restructuring should normalize the debt structure (converting short-term loans into long-term ones for the investment programme), restore positive operating cash flow through inventory and receivables management (89,344k BYN, two-thirds of current assets), and bring the working-capital provision to norm. The underlying operating model is intact — this is about financial recovery, not a change of owner or liquidation.

OSINT Belarus 2.0