Bobruisk Leather Plant

OJSC Bobruisk Leather Plant

UNP: 700068923 · 142a Minskaya St., Bobruisk

City-formingRestructuring

Identification

UNP700068923
OKED15111 — tanning and dressing of leather
Legal formOJSC
Governing bodyBellegprom Concern
Parent holdingКонцерн «Беллегром»
Address142a Minskaya St., Bobruisk

Financial statements

k BYN

Line itemReporting yearPrior year
Fixed assets21 42921 660
Investments in long-term assets197197
Long-term financial investments345345
Deferred tax assets134134
Long-term receivables344335
Total Section I (long-term assets)22 44922 671
Inventories11 5619 127
— materials3 1494 144
— work in progress4 3952 506
— finished goods and merchandise4 0172 477
Deferred expenses29402
Short-term receivables5 7596 197
Short-term financial investments10
Cash and cash equivalents60662
Total Section II (short-term assets)17 40916 398
BALANCE (assets)39 85839 069
Charter capital11 53011 530
Additional capital9 5537 878
Retained earnings (uncovered loss)-3 815-3 862
Total Section III (equity)17 26815 546
Long-term loans and borrowings5 7087 150
Total Section IV (long-term liabilities)5 7087 150
Short-term loans and borrowings
Current portion of long-term liabilities1 8651 567
Short-term payables15 01714 806
— to suppliers, contractors, providers11 34611 020
— on advances received1 7621 921
— on taxes and duties150231
— on social insurance and security130116
— on payroll365371
— to other creditors1 2641 147
Total Section V (short-term liabilities)16 88216 373
BALANCE (equity and liabilities)39 85839 069

Computed metrics

K1 · Current ratio
1.031
Prior: 1.002(+2.9%)
F1.290 / F1.690
K1 · Own working capital ratio
-0.298
Prior: -0.435(+31.5%)
(F1.490 - F1.190) / F1.290
K2 · Sales profitability
2.51%
Prior: 4.34%(-1.83 пп)
F2.060 / F2.010 × 100%
K2 · Net profitability
0.2%
Prior: 2.18%(-1.98 пп)
F2.210 / F2.010 × 100%
K3 · Revenue dynamics
-6.51%
(F2.010_N / F2.010_N-1) - 1
K3 · Debt dynamics
-20.17%
(F1.510 + F1.610)_N / (F1.510 + F1.610)_N-1 - 1
Operating cash-flow margin
3.48%
Prior: 4.04%
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
  • No own working capital: ratio −0.30 (norm ≥0.15). Long-term assets (22,449k BYN) exceed equity (17,268k BYN) — part of non-current assets is financed by liabilities.
  • Accumulated uncovered loss −3,815k BYN, persisting for the second year running (−3,862 a year earlier).
  • Net profit collapsed 91% (551 → 47k BYN); profitability holds at the edge of zero.
Yellow flags
  • Revenue fell 6.5% (25,272 → 23,627k BYN) against inflation — a real contraction of scale.
  • Sales profitability fell from 4.3% to 2.5%, and net margin from 2.2% to 0.2%.
  • Finished-goods inventories grew 62% (2,477 → 4,017k BYN), work-in-progress 75% (2,506 → 4,395k BYN): a sign of overstocking amid falling revenue.
  • Cash shrank from 662 to 60k BYN; the liquidity buffer is minimal.
  • Current liquidity ratio 1.03 — around one, below the norm of 1.25.
Green signals
  • Positive cash flow from current activity: +822k BYN (margin 3.5%), despite the weak accounting result.
  • Operating activity is profitable: profit on sales +594k BYN, profit from current activity +629k BYN.
  • Debt load is declining: loans and borrowings cut 20% (7,150 → 5,708k BYN); no new loans were drawn during the year.
  • Real equity is positive (+7,715k BYN excluding revaluation): nominal capital does not rest solely on revaluation.
  • Headcount is stable (~300 people); physical output grew (115,808 → 123,087k dm²).

Recommendation

Suggested outcome
Restructuring
Category
Distressed
Health score
0.84
Confidence level
High

The Bobruisk Leather Plant is a town-forming light-industry enterprise within a state concern, specializing in tanning and dressing of leather. As of 2025 the enterprise is operationally viable but financially weakened: it generates positive cash flow from current activity (+822k BYN) and profit on sales (+594k BYN), but profitability has compressed almost to zero (net margin 0.2%), and net profit collapsed from 551 to 47k BYN.

The balance-sheet structure carries chronic weaknesses. Own working capital is negative (ratio −0.30): long-term assets exceed equity, i.e. part of non-current assets is financed by borrowed and payable funds. Accumulated uncovered loss (−3,815k BYN) has held for a second year. Current liquidity is around one (1.03), and the cash buffer is minimal (60k BYN). At the same time, finished-goods inventories (+62%) and work-in-progress (+75%) are growing while revenue falls 6.5% — a sign of overstocking and weakening demand. Total comprehensive income (1,722k BYN) is formed mainly by revaluation of long-term assets (1,675k BYN) rather than the operating result.

In favour of stability are positive operating cash flow, a reduced debt load (−20%, with no new loans drawn), positive real capital, and stable employment with rising physical output. This is not a profile for privatization (the asset is too weak to be attractive without remediation) nor for liquidation (the business is alive and generates cash). Restructuring is recommended: restoration of own working capital, work on overstocking and cost of sales, and review of the terms of the foreign-currency loan portfolio. As a town-forming enterprise, the plant requires a socially oriented remediation scenario; ownership-structure decisions should follow stabilization of operating indicators.

OSINT Belarus 2.0