Minsk PLA

OJSC Minsk Production Leather Association

UNP: 600208238 · Gatovo agro-town, Minsk District, Minsk Oblast

Export-orientedHoldingsRestructuring

Identification

UNP600208238
OKED15110 — tanning and dressing of leather
Legal formOJSC
Governing bodyBellegprom Concern
State share99.88%
Parent holdingКонцерн «Беллегпром»
AddressGatovo agro-town, Minsk District, Minsk Oblast
Websitehttps://www.mpko.by

Financial statements

k BYN

Line itemReporting yearPrior year
Fixed assets54 27349 786
Intangible assets125153
Investments in long-term assets5 0165 608
Long-term financial investments1414
Long-term receivables
Total Section I (long-term assets)59 42955 562
Inventories55 60943 254
— materials13 57512 140
— work in progress13 3979 355
— finished goods and merchandise28 63721 759
— goods shipped
Deferred expenses213175
VAT on acquired goods, works, services248142
Short-term receivables7 7399 028
Short-term financial investments3
Cash and cash equivalents6021
Other short-term assets
Total Section II (short-term assets)64 41152 603
BALANCE (assets)123 840108 165
Charter capital19 54519 545
Reserve capital
Additional capital24 38120 562
Retained earnings (uncovered loss)16 79417 405
Total Section III (equity)60 72057 512
Long-term loans and borrowings7 7157 458
Long-term lease liabilities
Deferred income13 46715 006
Total Section IV (long-term liabilities)21 18622 467
Short-term loans and borrowings2 8001 005
Current portion of long-term liabilities6 6094 963
Short-term payables31 49821 070
— to suppliers, contractors, providers29 01118 883
— on payroll920890
— on lease payments
Total Section V (short-term liabilities)41 93428 186
BALANCE (equity and liabilities)123 840108 165

Computed metrics

K1 · Current ratio
1.536
Prior: 1.866(-17.7%)
F1.290 / F1.690
K1 · Own working capital ratio
0.02
Prior: 0.037(-46.1%)
(F1.490 - F1.190) / F1.290
K2 · Sales profitability
4.62%
Prior: 8.67%(-4.05 пп)
F2.060 / F2.010 × 100%
K2 · Net profitability
0.49%
Prior: 5.72%(-5.23 пп)
F2.210 / F2.010 × 100%
K3 · Revenue dynamics
2.1%
(F2.010_N / F2.010_N-1) - 1
K3 · Debt dynamics
24.25%
(F1.510 + F1.610)_N / (F1.510 + F1.610)_N-1 - 1
Operating cash-flow margin
-3.4%
Prior: -2.76%
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
  • Collapse in profitability: net profit fell 91% (from 3,377 to 293k); net profitability 0.49% versus 5.72%.
  • Debt load up by a quarter: total credit debt +24.25% over the year (short-term loans nearly tripled — from 1,005 to 2,800k).
  • Negative operating cash flow: result of current activity −2,049k on revenue of 60,319k.
  • Sharp rise in payables to suppliers: from 18,883 to 29,011k (+54%) — a sign of stretched settlements.
Yellow flags
  • Declining liquidity: current liquidity ratio fell from 1.866 to 1.536 (though remaining above the norm of 1.25).
  • Thin working-capital ratio: ratio 0.020 against the norm of 0.15 (own working capital is barely sufficient).
  • Compression of sales profitability: profit on sales fell from 5,123 to 2,784k, sales profitability 4.62% versus 8.67%.
  • Inventory build-up: up 29% (from 43,254 to 55,609k), including finished goods from 21,759 to 28,637k — possible sales difficulties.
  • Revenue stagnation: nominal growth 2.1%, i.e. a decline in real terms accounting for inflation.
Green signals
  • Liquidity above the norm: current liquidity ratio 1.536 against the norm of 1.25 — current liabilities are covered by current assets.
  • Positive real equity (excluding revaluation) ~36,339k, revaluation forms only a small part of capital.
  • Reduced short-term receivables: from 9,028 to 7,739k.
  • Low bankruptcy risk by the enterprise's self-assessment, confirmed by a clean audit opinion.

Recommendation

Suggested outcome
Restructuring
Category
Distressed
Health score
0.84
Confidence level
High

This leather-industry enterprise (tanning and dressing of leather) with near-full state participation faced a sharp contraction of profitability in 2025. With nominal revenue growth of 2.1%, net profit collapsed 91% (from 3,377 to 293k), and net profitability fell almost to zero (0.49%). The cause is the outpacing growth of costs: cost of sales grew 5.9%, other current expenses 23.8%. At the same time the debt load grew (total credit debt +24.25%, short-term loans almost tripled), payables to suppliers jumped 54%, and operating cash flow remained negative (−2,049k). Yet the balance sheet structurally retains stability: current liquidity of 1.536 is above the norm, real equity is positive and does not rest on revaluation, and bankruptcy risk is assessed as low. The combination of retained solvency with a sharp deterioration in operating efficiency and rising debt points to a need for restructuring — remediation of the cost and debt structure while preserving the viable production core — rather than privatization (the negative profit trajectory is unattractive to a buyer) or liquidation (the enterprise is solvent).

OSINT Belarus 2.0