Agrokombinat Yuzhny (Gomel)

Open Joint-Stock Company Agrokombinat Yuzhny

UNP: 400047554 · Tsagelnya settlement, Gomel District

Subsidy-dependentDistrict-levelRestructuring

Identification

UNP400047554
OKEDAgricultural production (crop + livestock farming), agro-combine
Legal formOJSC
Governing bodyGomel oblast/district level (agro-industrial sector)
State share99.96%
AddressTsagelnya settlement, Gomel District

Financial statements

k BYN

Line itemReporting yearPrior year
Fixed assets77 89675 464
Investments in long-term assets6767
Long-term financial investments1818
Long-term receivables270416
Total Section I (long-term assets)78 25175 965
Inventories29 73223 530
— materials15 65810 272
— animals being raised and fattened11 53911 329
— work in progress2 3491 807
— finished goods and merchandise186122
Short-term receivables4 0255 354
Cash and cash equivalents416
Total Section II (short-term assets)33 76128 900
BALANCE (assets)112 012104 865
Charter capital30 33630 336
Reserve capital142142
Additional capital51 57144 550
Retained earnings (uncovered loss)-8 144-8 131
Total Section III (equity)73 90566 897
Long-term loans and borrowings353495
Long-term lease liabilities5061 137
Total Section IV (long-term liabilities)8591 632
Short-term loans and borrowings7 1626 793
Current portion of long-term liabilities5 2414 954
Short-term payables24 84524 589
— to suppliers, contractors, providers20 55520 871
— on advances received2 3432 115
— on taxes and duties303245
— on social insurance and security11091
— on payroll472431
— on lease payments995699
— to other creditors67137
Total Section V (short-term liabilities)37 24836 336
BALANCE (equity and liabilities)112 012104 865

Computed metrics

K1 · Current ratio
0.906
Prior: 0.795(+14%)
F1.290 / F1.690
K1 · Own working capital ratio
-0.129
Prior: -0.314(+58.9%)
(F1.490 - F1.190) / F1.290
K2 · Sales profitability
-12.24%
Prior: -2.04%(-10.2 пп)
F2.060 / F2.010 × 100%
K2 · Net profitability
-0.06%
Prior: 0%(-0.06 пп)
F2.210 / F2.010 × 100%
K3 · Revenue dynamics
-10.47%
(F2.010_N / F2.010_N-1) - 1
K3 · Debt dynamics
3.11%
(F1.510 + F1.610)_N / (F1.510 + F1.610)_N-1 - 1
Operating cash-flow margin
-0.4%
Prior: 2.07%
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
  • The core business is loss-making and worsening: profit on sales −2,528k BYN (deepening from −471), sales profitability −12.2%. Cost of sales is almost equal to revenue — gross profit collapsed from 2,020 to 115k BYN.
  • The financial result is held near zero solely by state support: without it the loss would be −7,503k BYN (profitability without state support −32.4%). Income related to state support of current expenses was 7,490k BYN; targeted financing for the year was 7,718k BYN.
Yellow flags
  • Liquidity below norm: current ratio 0.906 (norm ≥1.25), own-working-capital provision slightly negative (−0.129). Cash on accounts — 4k BYN.
  • Operating cash flow turned negative: −82k BYN against +477 a year earlier.
  • Revenue fell 10.5% (23,063 → 20,649k BYN), while cost of sales fell less — hence the deepening loss on sales.
  • Accumulated uncovered loss persists (−8,144k BYN); equity stays positive largely thanks to revaluation (additional capital is about 70% of equity).
Green signals
  • Debt load is small and stable: total loans and borrowings 7,515k BYN (+3% over the year), with no signs of a debt crisis.
  • Other operating activity keeps the result from slipping into a loss: profit from operating activity +155k BYN (driven by other income, including state support).
  • Real equity is positive (+22,192k BYN) despite the accumulated loss; liquidity and own-working-capital provision improved year-on-year.
  • Overdue receivables are shrinking (overall receivables fell from 5,770 to 4,295).

Recommendation

Suggested outcome
Restructuring
Category
Critical
Health score
0.68
Confidence level
Medium

OJSC Agrokombinat Yuzhny is an agricultural enterprise (crop and livestock farming) in Gomel District, almost entirely state-owned (state share 99.96%). Its financial profile is typical of the subsidized agricultural sector: the enterprise balances around a zero result (a token net loss of −13k BYN), but behind that zero is structural unprofitability of the core business, offset by state support.

The core activity is loss-making and worsening: cost of sales is almost equal to revenue, gross profit collapsed from 2,020 to 115k BYN, and the loss on sales deepened from −471 to −2,528k BYN (sales profitability −12.2%). The near-zero financial result is held up by other operating income, the basis of which is state support: without it the loss would be −7,503k BYN (profitability without state support −32.4%), with targeted financing for the year of 7,718k BYN. Liquidity is below norm (current ratio 0.91), cash on accounts is minimal (4k BYN), and operating cash flow turned slightly negative. At the same time the debt load is small and stable, and real equity is positive.

Restructuring is recommended — in the sense of recovering the operating model of agricultural production (cutting cost of sales, restoring core-activity margin, raising productivity) rather than financial recovery of debt, of which there is almost none. The key question for the enterprise is sustainability without constant subsidies: in its current form it is viable only with continued state support. Privatization is unlikely (loss-making production is unattractive to an investor without conditions), and liquidation is inexpedient (an operating agricultural enterprise with a social and food-supply function, 206 employed in agricultural production). The decision should account for the enterprise's role in regional food supply and be taken within the general policy on the subsidized agricultural sector; this is within the competence of the state as effectively the sole owner.

OSINT Belarus 2.0