Agrokombinat Dzerzhinsky

OJSC Agrokombinat Dzerzhinsky

UNP: 600112292 · 8 Zavodskaya St., Fanipol, Dzerzhinsk District, Minsk Region

City-formingOblast-levelExport-orientedSubsidy-dependentPrivatization

Identification

UNP600112292
OKED01470 — poultry farming
Legal formOJSC
Governing bodyMinsk Oblast Executive Committee
State share94.15%
Address8 Zavodskaya St., Fanipol, Dzerzhinsk District, Minsk Region

Financial statements

k BYN

Line itemReporting yearPrior year
Fixed assets1 490 5391 225 513
Intangible assets887526
Income-bearing investments in tangible assets1 4201 441
Investments in long-term assets364 527325 771
Long-term financial investments14896 911
Long-term receivables2
Total Section I (long-term assets)1 857 6571 650 175
Inventories451 806416 765
— materials250 763241 150
— work in progress49 78948 002
— finished goods and merchandise19 77212 651
— goods shipped
Long-term assets held for sale1 0511 247
Deferred expenses7 44110 531
VAT on acquired goods, works, services17 34415 375
Short-term receivables234 225184 277
Short-term financial investments3311 023
Cash and cash equivalents25 06512 844
Other short-term assets1553
Total Section II (short-term assets)737 278642 115
BALANCE (assets)2 594 9352 292 290
Charter capital92 31351 497
Reserve capital17825
Additional capital852 138720 627
Retained earnings (uncovered loss)459 542409 595
Total Section III (equity)1 404 1711 181 744
Long-term loans and borrowings423 083373 932
Long-term lease liabilities48 42141 869
Deferred income133 552110 069
Other long-term liabilities31 352134 218
Total Section IV (long-term liabilities)636 408660 088
Short-term loans and borrowings193 809180 165
Current portion of long-term liabilities57 05083 276
Short-term payables299 192184 475
— to suppliers, contractors, providers165 132123 953
— on advances received7 9248 305
— on taxes and duties3 5101 151
— on social insurance and security1 9881 387
— on payroll13 81310 876
— on lease payments19 93621 121
— to the owner of property (founders, participants)2523
— to other creditors86 86417 659
Deferred income4 3052 542
Total Section V (short-term liabilities)554 356450 458
BALANCE (equity and liabilities)2 594 9352 292 290

Computed metrics

Current ratio
1.33
Prior: 1.425(-6.7%)
F1.290 / F1.690
Absolute liquidity
0.046
Prior: 0.031
(F1.260 + F1.270) / F1.690
Own working capital ratio
-0.615
Prior: -0.73
(F1.490 - F1.190) / F1.290
Sales profitability
12.63%
Prior: 15.19%(-2.56 pp)
F2.060 / F2.010 × 100%
Net profitability
9.59%
Prior: 10.7%(-1.11 pp)
F2.210 / F2.010 × 100%
Revenue dynamics
10.9%
(F2.010_N / F2.010_N-1) - 1
Debt dynamics
11.33%
(F1.510 + F1.610)_N / (F1.510 + F1.610)_N-1 - 1
Debt load
0.683
Prior: 0.707
(F1.590 + F1.690) / (F1.590 + F1.690 + F1.410 + F1.460)
Operating cash-flow margin
21.01%
Prior: 12.33%
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
  • There is no own working capital: the provision ratio is −0.615 — long-term assets of 1,857,657k BYN exceed equity of 1,404,171, and the gap is closed with liabilities. Current liquidity fell over the year from 1.425 to 1.330.F1.490 · F1.190 · F1.290 · F1.690
  • Profit on sales fell by 7.8% (131,155 → 120,932k BYN) while revenue grew 10.9%: cost of sales rose 13.1%, administrative expenses 23.6% and selling expenses 18.1%. Sales profitability to revenue moved 15.2% → 12.6%.F2.060 · F2.010 · F2.020 · F2.040 · F2.050
  • Debt service is becoming more expensive: interest paid was 44,107k BYN against 25,251 a year earlier (+75%); over the year 1,788,031 was drawn and 1,750,707 repaid, against annual revenue of 957,194.F4.093 · F4.081 · F4.091 · F2.010
Yellow flags
  • Short-term payables grew by 62% (184,475 → 299,192k BYN): to suppliers by 33% (123,953 → 165,132) and to other creditors 4.9-fold (17,659 → 86,864).F1.630 · F1.631 · F1.638
  • Receivables grew by 27% (184,277 → 234,225k BYN) against revenue growth of 10.9%.F1.250 · F2.010
  • Equity is 61% revaluation surplus: 852,138 of 1,404,171k BYN, with revaluation adding 104,654 over the year. The real part is share capital of 92,313 plus retained earnings of 459,542.F1.450 · F1.490 · F2.220 · F1.410 · F1.460
  • Debt is growing: long-term loans and borrowings 373,932 → 423,083k BYN and short-term 180,165 → 193,809 — +11.3% combined. Lease liabilities moved 41,869 → 48,421 and lease payments 9,719 → 22,467.F1.510 · F1.610 · F1.520 · F4.094
Green signals
  • Operating cash flow grew by 89%: 106,430 → 201,081k BYN — 21.0% of revenue against 12.3% a year earlier.F4.040 · F2.010
  • Revenue grew by 10.9% (863,151 → 957,194k BYN) and gross profit by 5.3% (246,036 → 259,063).F2.010 · F2.030
  • Net profit held: 91,787 against 92,349k BYN a year earlier (−0.6%), profitability to revenue 9.6%.F2.210 · F2.010
  • Capital expenditure of 161,588k BYN is fully covered by operating cash flow of 201,081; cash grew from 12,844 to 25,065.F4.061 · F4.040 · F1.270

Recommendation

Suggested outcome
Privatization
Category
Stable
Health score
1.08
Confidence level
High

A large agro-industrial combine (poultry) with a stable operating core: revenue grew 10.9%, operating cash flow is strong and growing (201,081k BYN, 21% margin), the current ratio is above norm, and net profit held at the prior-year level.

Recommendation: Privatization. The combination of a viable business with growing cash flow and the fact that state ownership is not critical for commercial poultry farming makes privatization (with conditions preserving the line of business and agricultural use) a well-founded base case; should margin pressure intensify, the alternative is restructuring of the debt and cost base.

Why privatization. The balance sheet reconciles on all six control checks. At the same time there are signs of strain typical of capital-intensive livestock farming: long-term assets substantially exceed equity (own-working-capital provision −0.62), profitability is declining under cost pressure (cost of sales and administrative expenses growing faster than revenue), and overdue payables increased. These factors do not reach a critical level — real equity is deeply positive, cash flow is strong, debt grows moderately — but they call for cost discipline and working-capital control.

Confidence: HIGH. The source is the 2025 annual reporting, a complete F1–F4 set; all 6 cross-form consistency checks pass.

Agrokombinat Dzerzhinsky — BELSOE