Naliboki Agro

Open Joint-Stock Company Naliboki Agro

UNP: 691098106 · 1 Gostinnaya St., Naliboki agro-town, Stolbtsy District

District-levelRestructuring

Identification

UNP691098106
OKEDMixed farming
Legal formOJSC
Governing bodyDistrict level (Stolbtsy district, Minsk region); state share 82.73%
State share82.73%
Address1 Gostinnaya St., Naliboki agro-town, Stolbtsy District

Financial statements

k BYN

Line itemReporting yearPrior year
Fixed assets14 3148 849
Investments in long-term assets4092 830
Long-term financial investments88
Total Section I (long-term assets)14 73111 687
Inventories4 3784 155
— materials2 3412 174
— work in progress2 0371 981
Deferred expenses974703
VAT on acquired goods, works, services501415
Short-term receivables6 7946 028
Cash and cash equivalents164
Total Section II (short-term assets)12 66311 305
BALANCE (assets)27 39422 992
Charter capital2 9852 985
Additional capital7 1766 207
Retained earnings (uncovered loss)5 2654 576
Total Section III (equity)15 42613 768
Long-term loans and borrowings4 1982 452
Long-term lease liabilities2 1911 406
Total Section IV (long-term liabilities)6 3893 858
Short-term loans and borrowings562525
Current portion of long-term liabilities77
Short-term payables4 9654 754
— to suppliers, contractors, providers3 2933 295
— on taxes and duties1511
— on social insurance and security45
— on payroll3831
— on lease payments962909
— to the owner of property (founders, participants)2827
— to other creditors625476
Deferred income4580
Total Section V (short-term liabilities)5 5795 366
BALANCE (equity and liabilities)27 39422 992

Computed metrics

Current ratio
2.27
Prior: 2.107(+7.7%)
F1.290 / F1.690
Absolute liquidity
0.003
Prior: 0.001
(F1.260 + F1.270) / F1.690
Own working capital ratio
0.055
Prior: 0.184(-70.2%)
(F1.490 - F1.190) / F1.290
Sales profitability
1.05%
Prior: 8.98%(-7.93 pp)
F2.060 / F2.010 × 100%
Net profitability
8.34%
Prior: 14.24%(-5.91 pp)
F2.210 / F2.010 × 100%
Revenue dynamics
0.46%
(F2.010_N / F2.010_N-1) - 1
Debt dynamics
59.89%
(F1.510 + F1.610)_N / (F1.510 + F1.610)_N-1 - 1
Debt load
0.592
Prior: 0.55
(F1.590 + F1.690) / (F1.590 + F1.690 + F1.410 + F1.460)
Operating cash-flow margin
-12.53%
Prior: -19.42%
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
  • Current activities consume cash for the second year running: operating cash flow is −1,102k BYN (−1,700 a year earlier). Over the year 9,824k BYN came in and 10,926 went out.F4.040 · F4.020 · F4.030
  • Sales have almost stopped generating profit: profit on sales fell from 786 to 92k BYN, and sales profitability from 9.0% to 1.0%. Cost of sales grew 9.1% (7,847 → 8,564k BYN) while revenue grew 0.5%.F2.060 · F2.010 · F2.020
  • The gap is covered by borrowed funds: over the year 2,601k BYN of loans and borrowings were raised against 818 repaid; long-term loans grew from 2,452 to 4,198k BYN, and loans and borrowings overall by 59.9%.F4.081 · F4.091 · F1.510 · F1.610
Yellow flags
  • Net profit fell from 1,247 to 733k BYN (−41%), and net profitability from 14.2% to 8.3%; the profit was not generated by sales: other operating income is 1,181k BYN against profit on sales of 92.F2.210 · F2.010 · F2.070 · F2.060
  • Own-working-capital provision fell from 0.184 to 0.055 — below norm: long-term assets grew from 11,687 to 14,731k BYN, faster than equity (13,768 → 15,426).F1.490 · F1.190 · F1.290
  • Lease liabilities are growing: long-term 1,406 → 2,191k BYN, short-term lease payables 909 → 962; 582k BYN went to lease payments over the year.F1.520 · F1.636 · F4.094
  • Equity growth over the year (+1,658k BYN) is 60% due to revaluation of long-term assets (988k BYN) rather than earned profit.F1.490 · F2.220
  • Cash at year-end is 16k BYN against short-term liabilities of 5,579; dividends are nevertheless being paid (62k BYN).F1.270 · F1.690 · F4.092
Green signals
  • Current liquidity is 2.27 (2.11 a year earlier) — above norm: short-term assets of 12,663k BYN cover short-term liabilities of 5,579.F1.290 · F1.690
  • Real equity is positive: share capital of 2,985 and retained earnings of 5,265 give +8,250k BYN; equity of 15,426 is 56% of the balance sheet.F1.410 · F1.460 · F1.490 · F1.300
  • The enterprise has been profitable for the second year running and revenue is not declining (8,754 → 8,794k BYN); fixed assets grew from 8,849 to 14,314k BYN, while investments in long-term assets fell from 2,830 to 409.F2.210 · F2.010 · F1.110 · F1.140

Recommendation

Suggested outcome
Restructuring
Category
Distressed
Health score
0.94
Confidence level
High

OJSC Naliboki Agro is a mixed-farming agricultural enterprise in Stolbtsy District, Minsk Region, with a state share of 82.73%. With stable revenue (8,794k BYN, +0.5%) the enterprise remains profitable (net profit 733k BYN), but the profit is generated by other income rather than by sales, and for the second year running current activities consume more cash than they bring in.

Recommendation: Restructuring — restoring the margin of the core activity and bringing investment in line with what the farm can pay for out of its own cash flow, without further build-up of debt. Privatization is premature in the current state: sales generate almost no profit and cash flow is negative. There are no grounds for liquidation: the enterprise is profitable, liquidity is above norm, and real equity is positive.

Why restructuring. The key fact is negative cash flow from current activities: −1,102k BYN in 2025 and −1,700 a year earlier. The gap is covered by borrowed funds: over the year 2,601k BYN of loans and borrowings were raised against 818 repaid, long-term loans grew from 2,452 to 4,198k BYN, and long-term lease liabilities from 1,406 to 2,191. At the same time the core activity weakened: cost of sales grew 9.1% while revenue grew 0.5%, and profit on sales fell from 786 to 92k BYN (sales profitability 1.0% versus 9.0%); net profit comes from other operating income — 1,181k BYN. Own-working-capital provision fell from 0.184 to 0.055: long-term assets are growing faster than equity, and 60% of the growth in equity itself is due to revaluation. There is still a safety margin: current liquidity is 2.27, equity is 56% of the balance sheet, and real equity is positive (+8,250k BYN). The enterprise is not in crisis, but it finances its current activities and investment with borrowed funds; the task of restructuring is to restore positive cash flow from current activities while that margin remains.

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

Naliboki Agro — BELSOE