Glubokoye Dairy-Canning Combine

OJSC Glubokoye Dairy-Canning Combine

UNP: 391541195 · 131 Lenina St., Glubokoye, Vitebsk Region, 211792

Export-orientedCity-formingHoldingsRestructuring

Identification

UNP391541195
OKED10511 — milk processing and cheese production; 10512 — butter production; 10200
Legal formOJSC
Governing bodyMinistry of Agriculture and Food of the Republic of Belarus (oblast communal ownership, Vitebsk Oblast Executive Committee)
State share100%
Address131 Lenina St., Glubokoye, Vitebsk Region, 211792

Financial statements

k BYN

Line itemReporting yearPrior year
Fixed assets169 869166 489
Intangible assets434
Income-bearing investments in tangible assets4 3911 047
— предметы финансовой аренды (лизинга)4 3911 047
Investments in long-term assets10 5816 078
Long-term financial investments10 42255
Long-term receivables3 296
Total Section I (long-term assets)195 306176 969
Inventories36 77726 098
— materials9 82211 766
— work in progress430127
— finished goods and merchandise26 52514 205
Deferred expenses1961 182
VAT on acquired goods, works, services2 3391 495
Short-term receivables106 05489 226
Short-term financial investments3 486
Cash and cash equivalents434266
Other short-term assets4 1574 154
Total Section II (short-term assets)153 443122 421
BALANCE (assets)348 749299 390
Charter capital27 74827 748
Reserve capital170170
Additional capital67 28361 679
Retained earnings (uncovered loss)22 02919 615
Total Section III (equity)117 230109 212
Long-term loans and borrowings39 51148 492
Long-term lease liabilities1 869362
Deferred income13 46814 669
Total Section IV (long-term liabilities)54 84863 523
Short-term loans and borrowings120 67764 929
Current portion of long-term liabilities9 2357 763
Short-term payables45 80353 963
— to suppliers, contractors, providers20 96412 033
— on advances received17 15934 719
— on payroll2 0121 622
Deferred income956
Total Section V (short-term liabilities)176 671126 655
BALANCE (equity and liabilities)348 749299 390

Computed metrics

K1 · Current ratio
0.869
Prior: 0.967(-10.2%)
F1.290 / F1.690
K1 · Own working capital ratio
-0.509
Prior: -0.553
(F1.490 - F1.190) / F1.290
K2 · Sales profitability
10.92%
Prior: 10.73%(+0.19 пп)
F2.060 / F2.010 × 100%
K2 · Net profitability
1.35%
Prior: 1.1%(+0.25 пп)
F2.210 / F2.010 × 100%
K3 · Revenue dynamics
4.62%
(F2.010_N / F2.010_N-1) - 1
K3 · Debt dynamics
41.23%
(F1.510 + F1.610)_N / (F1.510 + F1.610)_N-1 - 1
Operating cash-flow margin
-8.91%
Prior: 0.26%
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 operating cash flow: −27.8m (−8.9% of revenue), whereas a year earlier the flow was positive. Operations did not generate cash in the reporting year — cash is locked in grown receivables (107m) and finished goods in stock (26.5m against 14.2m).
  • Current ratio below one (0.87 against a 1.25 norm): short-term liabilities exceed short-term assets; the enterprise does not cover short obligations with working capital.
  • Sharp rise in short-term debt: short-term loans grew 86% (64.9 → 120.7m), total loan burden +41% — the operating cash deficit is being closed with short borrowings.
Yellow flags
  • Negative own-working-capital provision (−0.51): long-term assets exceed equity.
  • Overstocking: finished goods in stock grew 87% (14.2 → 26.5m) amid the enterprise's noted decline in demand on foreign markets.
  • High interest burden: interest payable grew 54% (7.1 → 10.9m), almost entirely consuming operating profit.
Green signals
  • Profit from the core business is stable: sales profitability of 10.9% is steady year-on-year, gross profit grew; the operating model is viable.
  • Real equity is positive (49.8m); there is no risk of capital loss.
  • Export orientation: FX revenue of 196m (60% of revenue) — potential when foreign demand recovers.

Recommendation

Suggested outcome
Restructuring
Category
Distressed
Health score
0.74
Confidence level
High

Glubokoye Dairy-Canning Combine is a large export-oriented milk processor with a viable core business but a broken financing structure. Sales profitability is stable (10.9%), gross profit is growing, and the enterprise is profitable for the year. However, operating cash flow turned negative in 2025 (−27.8m against positive a year earlier): cash is locked in sharply grown receivables (107m) and finished-goods stock (up 87% amid declining foreign demand). The resulting cash deficit is being closed by a rapid build-up of short-term loans (+86% over the year), which pushed the current ratio below one and raised the interest burden by half, almost entirely consuming operating profit. This is a classic case for restructuring: the business is viable but needs working-capital recovery (collecting receivables, clearing warehouses) and conversion of short-term debt into longer-term debt, otherwise the interest burden and cash gaps will keep growing. The high state share (100%) and city-forming status for Glubokoye make recovery the priority rather than privatization or liquidation.

OSINT Belarus 2.0