2022-05-18
#TGKA #reports
TGK-1 reported for 2021 q4:
- Revenue +11.9% YoY (vs +12.1% in previous quarter and historical rate +4.2%)
- EBITDA +31.0% YoY (vs -6.5% in previous quarter and historical rate +14.5%)
- EBITDA margin 29.9% increased compared to 25.6% same period last year
- Net Debt decreased by 2.6 bln rubles over the past reporting period (8.5% of market cap)
- FCF (LTM) +2.7 bln RUB (positive), 9.0% of market cap
- EV/EBITDA multiple is 2.4x compared to historical level (50th percentile) of 3.0x
------------------------------------------------
2022-05-17
#TGKA #reports
TGK-1 reported for 2022 q1:
- Revenue +11.9% YoY (vs +12.1% in previous quarter and historical rate +4.2%)
- EBITDA +31.0% YoY (vs -6.5% in previous quarter and historical rate +14.5%)
- EBITDA margin 29.9% increased compared to 25.6% same period last year
- Net Debt decreased by 2.6 bln rubles over the past reporting period (8.8% of market cap)
- FCF (LTM) +2.7 bln RUB (positive), 9.2% of market cap
- EV/EBITDA multiple is 2.4x compared to historical level (50th percentile) of 2.8x
------------------------------------------------
2022-05-16
#DSKY #reports
DetMir reported for 2022 q1:
- Revenue +6.1% YoY (vs +6.3% in previous quarter and historical rate +13.5%)
- EBITDA -9.8% YoY (vs -18.4% in previous quarter and historical rate +16.8%)
- EBITDA margin 6.7% decreased compared to 7.9% same period last year
- Net Debt increased by 6.1 bln rubles over the past reporting period (11.4% of market cap)
- FCF (LTM) +1.1 bln RUB (positive), 2.1% of market cap
- EV/EBITDA multiple is 4.6x compared to historical level (50th percentile) of 7.3x
------------------------------------------------
2022-05-11
#AGRO #reports
Rusagro reported for 2022 q1:
- Revenue +23.2% YoY (vs +15.9% in previous quarter and historical rate +36.6%)
- EBITDA +51.2% YoY (vs +43.4% in previous quarter and historical rate +43.5%)
- EBITDA margin 27.5% increased compared to 22.4% same period last year
- Net Debt increased by 15.5 bln rubles over the past reporting period (13.1% of market cap)
- FCF (LTM) -46.1 bln RUB (negative), 38.8% of market cap
- EV/EBITDA multiple is 4.7x compared to historical level (50th percentile) of 6.0x
------------------------------------------------
2022-05-03
#OZON #reports
OZON reported for 2021 q4:
- Revenue +75.6% YoY (vs +84.9% in previous quarter and historical rate +71.6%)
- EBITDA -1895300.0% YoY (vs -1421800.0% in previous quarter and historical rate 0.0%)
- EBITDA margin -28.6% decreased compared to -10.5% same period last year
- Net Debt increased by 16.9 bln rubles over the past reporting period (9.4% of market cap)
- FCF (LTM) -75.3 bln RUB (negative), 41.9% of market cap
- EV/EBITDA multiple is -3.6x compared to historical level (50th percentile) of 0.0x
------------------------------------------------
2022-05-01
#QIWI #reports
QIWI reported for 2021 q4:
- Revenue -14.8% YoY (vs +8.4% in previous quarter and historical rate +11.7%)
- Net Income -27.0% YoY (vs -7.2% in previous quarter and historical rate +43.4%)
- Net Income 28.5% decreased compared to 33.3% same period last year
- P/E multiple is 1.6x compared to historical level (50th percentile) of 5.7x
------------------------------------------------
2022-05-01
#OGKB #reports
OGK-2 reported for 2021 q4:
- Revenue +16.1% YoY (vs +33.7% in previous quarter and historical rate +0.5%)
- EBITDA -264.5% YoY (vs +21.3% in previous quarter and historical rate -5.7%)
- EBITDA margin -23.4% decreased compared to 16.5% same period last year
- Net Debt increased by 0.1 bln rubles over the past reporting period (0.3% of market cap)
- FCF (LTM) +10.6 bln RUB (positive), 24.0% of market cap
- EV/EBITDA multiple is 4.0x compared to historical level (50th percentile) of 3.5x
------------------------------------------------
2022-05-01
#ENRU #reports
Enel Russia reported for 2022 q1:
- Revenue +19.2% YoY (vs +8.9% in previous quarter and historical rate -9.0%)
- EBITDA +26.6% YoY (vs -25.3% in previous quarter and historical rate -21.1%)
- EBITDA margin 22.4% increased compared to 21.1% same period last year
- Net Debt decreased by 1.3 bln rubles over the past reporting period (7.5% of market cap)
- FCF (LTM) -9.3 bln RUB (negative), 53.4% of market cap
- EV/EBITDA multiple is 6.1x compared to historical level (50th percentile) of 5.9x
------------------------------------------------
2022-05-01
#MGNT #reports
Magnit reported for 2022 q1:
- Revenue +37.7% YoY (vs +33.7% in previous quarter and historical rate +16.8%)
- EBITDA +36.1% YoY (vs +40.5% in previous quarter and historical rate +19.3%)
- EBITDA margin 6.9% has not changed compared to 7.0% same period last year
- Net Debt increased by 31.3 bln rubles over the past reporting period (6.7% of market cap)
- FCF (LTM) -14.9 bln RUB (negative), 3.2% of market cap
- EV/EBITDA multiple is 4.9x compared to historical level (50th percentile) of 6.2x
------------------------------------------------
2022-05-01
#GAZP #reports
Gazprom reported for 2021 q4:
- Revenue +74.0% YoY (vs +69.7% in previous quarter and historical rate +13.0%)
- EBITDA +92.2% YoY (vs +212.6% in previous quarter and historical rate +42.6%)
- EBITDA margin 45.1% increased compared to 40.8% same period last year
- Net Debt decreased by 571.7 bln rubles over the past reporting period (10.2% of market cap)
- FCF (LTM) +1211.5 bln RUB (positive), 21.5% of market cap
- EV/EBITDA multiple is 2.5x compared to historical level (50th percentile) of 4.9x
------------------------------------------------
2022-04-30
#SELG #reports
Seligdar reported for 2021 H2:
- Revenue +5.6% YoY (vs +9.9% in previous half-year and historical rate +38.0%)
- EBITDA +27.5% YoY (vs +31.7% in previous half-year and historical rate +59.4%)
- EBITDA margin 49.5% increased compared to 41.0% same period last year
- Net Debt increased by 1.2 bln rubles over the past reporting period (2.6% of market cap)
- FCF (LTM) +0.3 bln RUB (positive), 0.6% of market cap
- EV/EBITDA multiple is 5.1x compared to historical level (50th percentile) of 5.7x
------------------------------------------------
2022-04-28
#VKCO #reports
VK company reported for 2022 q1:
- Revenue +10.2% YoY (vs +23.3% in previous quarter and historical rate +18.9%)
- EBITDA -129.7% YoY (vs -9.2% in previous quarter and historical rate +12.0%)
- EBITDA margin -5.0% decreased compared to 18.7% same period last year
- Net Debt increased by 20.9 bln rubles over the past reporting period (23.1% of market cap)
- FCF (LTM) -42.0 bln RUB (negative), 46.6% of market cap
- EV/EBITDA multiple is 7.1x compared to historical level (50th percentile) of 13.2x
------------------------------------------------
2022-04-28
#YNDX #reports
Yandex reported for 2022 q1:
- Revenue +44.9% YoY (vs +54.1% in previous quarter and historical rate +42.7%)
- EBITDA -167.2% YoY (vs -59.9% in previous quarter and historical rate -33.2%)
- EBITDA margin -4.7% decreased compared to 10.1% same period last year
- Net Debt decreased by 66.1 bln rubles over the past reporting period (11.6% of market cap)
- FCF (LTM) -109.2 bln RUB (negative), 19.1% of market cap
- EV/EBITDA multiple is 660.1x compared to historical level (50th percentile) of 40.0x
------------------------------------------------
2022-04-28
#FIVE #reports
X5 Retail Group reported for 2022 q1:
- Revenue +19.1% YoY (vs +14.9% in previous quarter and historical rate +13.2%)
- EBITDA +19.6% YoY (vs +23.0% in previous quarter and historical rate +13.8%)
- EBITDA margin 6.9% has not changed compared to 6.9% same period last year
- Net Debt increased by 11.9 bln rubles over the past reporting period (3.9% of market cap)
- FCF (LTM) +5.6 bln RUB (positive), 1.8% of market cap
- EV/EBITDA multiple is 3.5x compared to historical level (50th percentile) of 6.3x
------------------------------------------------
2022-04-15
#OKEY #reports
OKEY reported for 2021 H2:
- Revenue +10.3% YoY (vs +4.2% in previous half-year and historical rate +5.1%)
- EBITDA +9.2% YoY (vs +0.2% in previous half-year and historical rate +25.2%)
- EBITDA margin 7.7% has not changed compared to 7.8% same period last year
- Net Debt decreased by 6.0 bln rubles over the past reporting period (85.3% of market cap)
- FCF (LTM) +0.8 bln RUB (positive), 11.0% of market cap
- EV/EBITDA multiple is 4.3x compared to historical level (50th percentile) of 5.2x
------------------------------------------------
2022-04-15
#FESH #reports
FESCO reported for 2021 H2:
- Revenue +90.7% YoY (vs +73.2% in previous half-year and historical rate +30.4%)
- EBITDA +443.1% YoY (vs +244.0% in previous half-year and historical rate +68.1%)
- EBITDA margin 50.0% increased compared to 17.6% same period last year
- Net Debt increased by 3.6 bln rubles over the past reporting period (3.4% of market cap)
- FCF (LTM) +2.9 bln RUB (positive), 2.7% of market cap
- EV/EBITDA multiple is 2.7x compared to historical level (50th percentile) of 6.2x
------------------------------------------------
2022-04-13
#ETLN #reports
Etalon reported for 2021 H2:
- Revenue -1.1% YoY (vs +29.2% in previous half-year and historical rate +14.0%)
- EBITDA -12.8% YoY (vs +158.8% in previous half-year and historical rate +73.0%)
- EBITDA margin 15.0% decreased compared to 17.0% same period last year
- Net Debt increased by 23.0 bln rubles over the past reporting period (82.5% of market cap)
- FCF (LTM) -18.2 bln RUB (negative), 65.1% of market cap
- EV/EBITDA multiple is 5.5x compared to historical level (50th percentile) of 4.9x
------------------------------------------------
2022-04-08
#SPBE #reports
SPB Exchange reported for 2021 H2:
- Revenue +84.1% YoY (vs +234.9% in previous half-year and historical rate +180.7%)
- Net Income -239.9% YoY (vs +370.5% in previous half-year and historical rate +100.0%)
- Net Income -30.9% decreased compared to 40.6% same period last year
- P/E multiple is 271.3x compared to historical level (50th percentile) of 57.7x
------------------------------------------------
2022-04-08
#AFKS #reports
Sistema reported for 2021 q4:
- Revenue +16.7% YoY (vs +21.8% in previous quarter and historical rate +4.0%)
- EBITDA +13.0% YoY (vs +4.7% in previous quarter and historical rate +0.7%)
- EBITDA margin 28.1% decreased compared to 29.1% same period last year
- Net Debt increased by 57.4 bln rubles over the past reporting period (44.1% of market cap)
- FCF (LTM) -151.7 bln RUB (negative), 116.5% of market cap
- EV/EBITDA multiple is 4.8x compared to historical level (50th percentile) of 4.8x
------------------------------------------------
2022-04-03
#FIXP #reports
Fix Price reported for 2021 H2:
- Revenue +16.0% YoY (vs +28.1% in previous half-year and historical rate +22.0%)
- EBITDA +17.2% YoY (vs +24.1% in previous half-year and historical rate +20.6%)
- EBITDA margin 19.6% increased compared to 19.4% same period last year
- Net Debt increased by 2.0 bln rubles over the past reporting period (0.6% of market cap)
- FCF (LTM) +31.4 bln RUB (positive), 9.2% of market cap
- EV/EBITDA multiple is 9.8x compared to historical level (50th percentile) of 13.7x
------------------------------------------------
2022-03-31
#RUAL #reports
Rusal reported for 2021 H2:
- Revenue +40.2% YoY (vs +44.8% in previous half-year and historical rate +13.0%)
- EBITDA +125.9% YoY (vs +46.5% in previous half-year and historical rate +59.0%)
- EBITDA margin 24.1% increased compared to 15.0% same period last year
- Net Debt increased by 48.6 bln rubles over the past reporting period (4.9% of market cap)
- FCF (LTM) +61.2 bln RUB (positive), 6.2% of market cap
- EV/EBITDA multiple is 6.4x compared to historical level (50th percentile) of 9.8x
------------------------------------------------
2022-03-28
#MDMG #reports
MD Medical reported for 2021 H2:
- Revenue +18.4% YoY (vs +50.6% in previous half-year and historical rate +20.2%)
- EBITDA +20.4% YoY (vs +66.4% in previous half-year and historical rate +27.0%)
- EBITDA margin 34.1% increased compared to 33.5% same period last year
- Net Debt increased by 0.1 bln rubles over the past reporting period (0.2% of market cap)
- FCF (LTM) +3.8 bln RUB (positive), 9.3% of market cap
- EV/EBITDA multiple is 5.3x compared to historical level (50th percentile) of 7.0x
------------------------------------------------
2022-03-28
#GLTR #reports
Globaltrans reported for 2021 H2:
- Revenue +24.6% YoY (vs -9.4% in previous half-year and historical rate -3.6%)
- EBITDA +66.1% YoY (vs -28.0% in previous half-year and historical rate +1.3%)
- EBITDA margin 46.6% increased compared to 35.0% same period last year
- Net Debt decreased by 6.2 bln rubles over the past reporting period (9.6% of market cap)
- FCF (LTM) +12.8 bln RUB (positive), 19.8% of market cap
- EV/EBITDA multiple is 3.2x compared to historical level (50th percentile) of 3.8x
------------------------------------------------
2022-03-27
#TRMK #reports
TMK (pipe) reported for 2021 q4:
- Revenue +131.1% YoY (vs +129.2% in previous quarter and historical rate +22.9%)
- EBITDA +149.6% YoY (vs +105.9% in previous quarter and historical rate +19.6%)
- EBITDA margin 12.9% increased compared to 12.0% same period last year
- Net Debt decreased by 49.8 bln rubles over the past reporting period (79.6% of market cap)
- FCF (LTM) -102.4 bln RUB (negative), 163.7% of market cap
- EV/EBITDA multiple is 5.7x compared to historical level (50th percentile) of 5.9x
------------------------------------------------
2022-03-27
#TCSG #reports
Tinkoff reported for 2021 q4:
- Revenue +57.9% YoY (vs +45.1% in previous quarter and historical rate +38.2%)
- Net Income +34.8% YoY (vs +31.0% in previous quarter and historical rate +33.7%)
- Net Income 22.6% decreased compared to 26.5% same period last year
- P/E multiple is 9.6x compared to historical level (50th percentile) of 10.2x
------------------------------------------------
2022-03-27
#MVID #reports
M Video reported for 2021 H2:
- Revenue +8.1% YoY (vs +22.3% in previous half-year and historical rate +11.0%)
- EBITDA -58.8% YoY (vs +30.8% in previous half-year and historical rate +29.2%)
- EBITDA margin 3.9% decreased compared to 10.3% same period last year
- EV/EBITDA multiple is 2.9x compared to historical level (50th percentile) of 5.5x
------------------------------------------------
2022-03-27
#MOEX #reports
MOEX reported for 2021 q4:
- Revenue +16.5% YoY (vs +18.2% in previous quarter and historical rate +11.2%)
- Net Income +10.3% YoY (vs +20.3% in previous quarter and historical rate +15.2%)
- Net Income 48.9% decreased compared to 51.6% same period last year
- P/E multiple is 7.8x compared to historical level (50th percentile) of 13.4x
------------------------------------------------
2022-03-27
#FLOT #reports
SCF Group reported for 2021 q4:
- Revenue -9.5% YoY (vs -6.4% in previous quarter and historical rate +8.9%)
- EBITDA -1.6% YoY (vs -15.0% in previous quarter and historical rate +19.8%)
- EBITDA margin 60.3% increased compared to 55.4% same period last year
- EV/EBITDA multiple is 6.3x compared to historical level (50th percentile) of 7.1x
------------------------------------------------
2022-03-27
#ENRU #reports
Enel Russia reported for 2021 q4:
- Revenue +8.9% YoY (vs +21.8% in previous quarter and historical rate -10.3%)
- EBITDA -25.3% YoY (vs -7.0% in previous quarter and historical rate -22.2%)
- EBITDA margin 6.4% decreased compared to 9.3% same period last year
- Net Debt increased by 0.4 bln rubles over the past reporting period (1.9% of market cap)
- FCF (LTM) -12.2 bln RUB (negative), 53.8% of market cap
- EV/EBITDA multiple is 7.9x compared to historical level (50th percentile) of 5.8x
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2022-03-27
#BSPB #reports
Bank Sankt-Peterburg reported for 2021 q4:
- Revenue +17.9% YoY (vs +15.0% in previous quarter and historical rate +13.2%)
- Net Income +49.1% YoY (vs +50.4% in previous quarter and historical rate +31.7%)
- Net Income 46.1% increased compared to 36.5% same period last year
- P/E multiple is 1.8x compared to historical level (50th percentile) of 2.7x
------------------------------------------------
2022-03-25
#LSRG #reports
LSR Group reported for 2021 H2:
- Revenue +8.2% YoY (vs +14.0% in previous half-year and historical rate -1.2%)
- EBITDA +24.7% YoY (vs +62.3% in previous half-year and historical rate +16.8%)
- EBITDA margin 28.1% increased compared to 24.4% same period last year
- Net Debt increased by 54.1 bln rubles over the past reporting period (101.0% of market cap)
- FCF (LTM) -81.1 bln RUB (negative), 151.3% of market cap
- EV/EBITDA multiple is 5.0x compared to historical level (50th percentile) of 4.7x
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2022-03-23
#RASP #reports
Raspadskaya reported for 2021 H2:
- Revenue +378.1% YoY (vs +118.8% in previous half-year and historical rate +41.9%)
- EBITDA +1294.4% YoY (vs +163.3% in previous half-year and historical rate +70.7%)
- EBITDA margin 73.4% increased compared to 25.2% same period last year
- Net Debt decreased by 10.8 bln rubles over the past reporting period (5.0% of market cap)
- FCF (LTM) -22.7 bln RUB (negative), 10.4% of market cap
- EV/EBITDA multiple is 2.3x compared to historical level (50th percentile) of 5.8x
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2022-03-20
#TATN #reports
Tatneft reported for 2021 q4:
- Revenue +87.5% YoY (vs +72.8% in previous quarter and historical rate +20.1%)
- EBITDA +76.7% YoY (vs +31.2% in previous quarter and historical rate +12.7%)
- EBITDA margin 20.8% decreased compared to 22.1% same period last year
- Net Debt decreased by 25.4 bln rubles over the past reporting period (3.1% of market cap)
- FCF (LTM) +162.9 bln RUB (positive), 20.0% of market cap
- EV/EBITDA multiple is 2.7x compared to historical level (50th percentile) of 6.0x
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2022-03-17
#FIVE #reports
X5 Retail Group reported for 2021 q4:
- Revenue +14.9% YoY (vs +11.7% in previous quarter and historical rate +12.9%)
- EBITDA +23.0% YoY (vs +7.5% in previous quarter and historical rate +15.2%)
- EBITDA margin 6.6% increased compared to 6.2% same period last year
- Net Debt increased by 38.2 bln rubles over the past reporting period (11.9% of market cap)
- FCF (LTM) +23.7 bln RUB (positive), 7.4% of market cap
- EV/EBITDA multiple is 3.7x compared to historical level (50th percentile) of 6.3x
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2022-03-15
#DSKY #reports
DetMir reported for 2021 q4:
- Revenue +6.3% YoY (vs +14.0% in previous quarter and historical rate +14.3%)
- EBITDA -18.4% YoY (vs +13.8% in previous quarter and historical rate +19.9%)
- EBITDA margin 9.7% decreased compared to 12.6% same period last year
- Net Debt increased by 1.9 bln rubles over the past reporting period (3.0% of market cap)
- FCF (LTM) +1.2 bln RUB (positive), 1.9% of market cap
- EV/EBITDA multiple is 4.7x compared to historical level (50th percentile) of 7.3x
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2022-03-13
#VTBR #reports
Bank VTB PAO reported for 2021 q4:
- Revenue -4.4% YoY (vs +0.9% in previous quarter and historical rate +6.9%)
- Net Income +347.1% YoY (vs +401.1% in previous quarter and historical rate +42.0%)
- Net Income 28.4% increased compared to 6.1% same period last year
- P/E multiple is 0.8x compared to historical level (50th percentile) of 3.2x
------------------------------------------------
2022-03-13
#MSNG #reports
Mosenergo reported for 2021 q4:
- Revenue +18.8% YoY (vs +29.2% in previous quarter and historical rate +5.9%)
- EBITDA -91.9% YoY (vs -11.4% in previous quarter and historical rate +0.1%)
- EBITDA margin 1.1% decreased compared to 15.7% same period last year
- Net Debt increased by 2.4 bln rubles over the past reporting period (3.6% of market cap)
- FCF (LTM) +0.3 bln RUB (positive), 0.5% of market cap
- EV/EBITDA multiple is 3.0x compared to historical level (50th percentile) of 3.0x
------------------------------------------------
2022-03-06
#MTSS #reports
MTS reported for 2021 q4:
- Revenue +7.5% YoY (vs +7.1% in previous quarter and historical rate +3.8%)
- EBITDA +7.9% YoY (vs +4.9% in previous quarter and historical rate +5.8%)
- EBITDA margin 37.7% increased compared to 37.6% same period last year
- EV/EBITDA multiple is 3.6x compared to historical level (75th percentile) of 4.5x
------------------------------------------------
2022-03-06
#GLPR #reports
Global Ports reported for 2021 H2:
- Revenue +33.2% YoY (vs +32.9% in previous half-year and historical rate +20.3%)
- EBITDA +28.6% YoY (vs +15.2% in previous half-year and historical rate +17.7%)
- EBITDA margin 50.2% decreased compared to 51.9% same period last year
- Net Debt decreased by 3.3 bln rubles over the past reporting period (22.4% of market cap)
- FCF (LTM) +8.3 bln RUB (positive), 55.4% of market cap
- EV/EBITDA multiple is 2.9x compared to historical level (75th percentile) of 6.5x
------------------------------------------------
2022-03-06
#EVRE #reports
Evraz reported for 2021 H2:
- Revenue +49.4% YoY (vs +32.3% in previous half-year and historical rate +9.6%)
- EBITDA +226.3% YoY (vs +131.7% in previous half-year and historical rate +46.8%)
- EBITDA margin 42.1% increased compared to 19.3% same period last year
- Net Debt increased by 5.9 bln rubles over the past reporting period (4.2% of market cap)
- FCF (LTM) +115.8 bln RUB (positive), 82.5% of market cap
- EV/EBITDA multiple is 1.0x compared to historical level (75th percentile) of 4.8x
------------------------------------------------
2022-03-06
#ALRS #reports
Alrosa reported for 2021 q4:
- Revenue -28.3% YoY (vs +54.7% in previous quarter and historical rate +13.6%)
- EBITDA +30.7% YoY (vs -23.8% in previous quarter and historical rate +6.0%)
- EBITDA margin 32.4% increased compared to 17.8% same period last year
- Net Debt increased by 49.6 bln rubles over the past reporting period (8.5% of market cap)
- FCF (LTM) +35.4 bln RUB (positive), 6.0% of market cap
- EV/EBITDA multiple is 4.5x compared to historical level (75th percentile) of 6.4x
------------------------------------------------
2022-03-06
#AGRO #reports
Rusagro reported for 2021 q4:
- Revenue +15.9% YoY (vs +41.8% in previous quarter and historical rate +41.9%)
- EBITDA -6.1% YoY (vs +3.7% in previous quarter and historical rate +42.1%)
- EBITDA margin 19.5% decreased compared to 24.1% same period last year
- Net Debt increased by 44.7 bln rubles over the past reporting period (37.9% of market cap)
- FCF (LTM) -25.9 bln RUB (negative), 21.9% of market cap
- EV/EBITDA multiple is 5.5x compared to historical level (75th percentile) of 6.1x
------------------------------------------------
2022-03-06
#AFLT #reports
Aeroflot reported for 2021 q4:
- Revenue +90.5% YoY (vs +96.9% in previous quarter and historical rate +15.4%)
- EBITDA +2023500.0% YoY (vs +169.6% in previous quarter and historical rate +42.8%)
- EBITDA margin 15.6% increased compared to -6.3% same period last year
- Net Debt increased by 13.4 bln rubles over the past reporting period (14.9% of market cap)
- FCF (LTM) -38.5 bln RUB (negative), 42.8% of market cap
- EV/EBITDA multiple is 6.8x compared to historical level (75th percentile) of 8.6x
------------------------------------------------
2022-03-06
#SBER #reports
Sberbank reported for 2021 q4:
- Revenue +14.9% YoY (vs +13.7% in previous quarter and historical rate +13.4%)
- Net Income +34.1% YoY (vs +28.4% in previous quarter and historical rate +23.9%)
- Net Income 34.2% increased compared to 29.3% same period last year
- P/E multiple is 2.4x compared to historical level (75th percentile) of 6.4x
------------------------------------------------
2022-03-05
#HHRU #reports
Head Hunter reported for 2021 q4:
- Revenue +84.7% YoY (vs +103.2% in previous quarter and historical rate +43.4%)
- EBITDA +92.7% YoY (vs +138.8% in previous quarter and historical rate +53.7%)
- EBITDA margin 43.9% increased compared to 42.1% same period last year
- Net Debt decreased by 0.8 bln rubles over the past reporting period (1.1% of market cap)
- FCF (LTM) +2.3 bln RUB (positive), 3.0% of market cap
- EV/EBITDA multiple is 9.8x compared to historical level (75th percentile) of 33.6x
------------------------------------------------
2022-03-03
#VKCO #reports
VK company reported for 2021 q4:
- Revenue +23.3% YoY (vs +22.5% in previous quarter and historical rate +19.4%)
- EBITDA -9.2% YoY (vs +64.7% in previous quarter and historical rate +26.7%)
- EBITDA margin 27.8% decreased compared to 37.7% same period last year
- Net Debt increased by 6.1 bln rubles over the past reporting period (9.9% of market cap)
- FCF (LTM) -27.2 bln RUB (negative), 44.0% of market cap
- EV/EBITDA multiple is 3.8x compared to historical level (75th percentile) of 19.9x
------------------------------------------------
2022-03-03
#POLY #reports
Polymetal reported for 2021 H2:
- Revenue -9.0% YoY (vs +19.7% in previous half-year and historical rate +23.6%)
- EBITDA -8.0% YoY (vs +16.2% in previous half-year and historical rate +43.2%)
- EBITDA margin 61.9% increased compared to 61.3% same period last year
- Net Debt decreased by 11.0 bln rubles over the past reporting period (2.8% of market cap)
- FCF (LTM) +24.5 bln RUB (positive), 6.2% of market cap
- EV/EBITDA multiple is 4.3x compared to historical level (75th percentile) of 11.0x
------------------------------------------------
2022-03-03
#LKOH #reports
Lukoil reported for 2021 q4:
- Revenue +80.9% YoY (vs +77.7% in previous quarter and historical rate +15.1%)
- EBITDA +108.3% YoY (vs +75.6% in previous quarter and historical rate +30.6%)
- EBITDA margin 14.3% increased compared to 12.4% same period last year
- Net Debt increased by 71.1 bln rubles over the past reporting period (2.1% of market cap)
- FCF (LTM) +610.6 bln RUB (positive), 17.9% of market cap
- EV/EBITDA multiple is 2.5x compared to historical level (75th percentile) of 5.4x
------------------------------------------------
2022-03-01
#PLZL #reports
Polyus reported for 2021 q4:
- Revenue -18.1% YoY (vs -4.4% in previous quarter and historical rate +28.0%)
- EBITDA -21.5% YoY (vs -10.5% in previous quarter and historical rate +33.5%)
- EBITDA margin 65.0% decreased compared to 67.8% same period last year
- Net Debt increased by 19.1 bln rubles over the past reporting period (1.3% of market cap)
- FCF (LTM) +108.2 bln RUB (positive), 7.5% of market cap
- EV/EBITDA multiple is 6.5x compared to historical level (75th percentile) of 9.7x
------------------------------------------------
2022-03-01
#MTLR #reports
Mechel reported for 2021 q4:
- Revenue +65.0% YoY (vs +59.7% in previous quarter and historical rate +13.2%)
- EBITDA +182.3% YoY (vs +229.0% in previous quarter and historical rate +40.2%)
- EBITDA margin 29.4% increased compared to 17.2% same period last year
- Net Debt decreased by 24.3 bln rubles over the past reporting period (37.1% of market cap)
- FCF (LTM) +48.4 bln RUB (positive), 73.9% of market cap
- EV/EBITDA multiple is 3.1x compared to historical level (75th percentile) of 10.4x
------------------------------------------------
2022-02-28
#MAGN #reports
MMK reported for 2021 q4:
- Revenue +75.0% YoY (vs +92.8% in previous quarter and historical rate +28.1%)
- EBITDA +98.6% YoY (vs +239.5% in previous quarter and historical rate +40.3%)
- EBITDA margin 28.6% increased compared to 25.2% same period last year
- Net Debt decreased by 39.3 bln rubles over the past reporting period (7.4% of market cap)
- FCF (LTM) +120.6 bln RUB (positive), 22.6% of market cap
- EV/EBITDA multiple is 1.6x compared to historical level (75th percentile) of 5.3x
------------------------------------------------
2022-02-27
#UPRO #reports
Unipro reported for 2021 H2:
- Revenue +21.9% YoY (vs +12.1% in previous half-year and historical rate +4.9%)
- EBITDA -67.1% YoY (vs +23.7% in previous half-year and historical rate -9.9%)
- EBITDA margin 8.3% decreased compared to 30.7% same period last year
- EV/EBITDA multiple is 5.5x compared to historical level (75th percentile) of 7.4x
------------------------------------------------
2022-02-22
#GCHE #reports
Cherkizovo reported for 2021 q3:
- Revenue +24.4% YoY (vs +24.5% in previous quarter and historical rate +15.9%)
- EBITDA +69.7% YoY (vs -19.1% in previous quarter and historical rate +18.1%)
- EBITDA margin 21.5% increased compared to 15.8% same period last year
- Net Debt increased by 3.3 bln rubles over the past reporting period (2.9% of market cap)
- FCF (LTM) -3.0 bln RUB (negative), 2.6% of market cap
- EV/EBITDA multiple is 6.7x compared to historical level (75th percentile) of 6.9x
------------------------------------------------
2022-02-21
#LNTA #reports
Lenta reported for 2021 H2:
- Revenue +16.2% YoY (vs +0.5% in previous half-year and historical rate +5.4%)
- EBITDA +14.3% YoY (vs -16.8% in previous half-year and historical rate +11.3%)
- EBITDA margin 9.9% decreased compared to 10.1% same period last year
- Net Debt decreased by 3.2 bln rubles over the past reporting period (3.7% of market cap)
- FCF (LTM) +2.1 bln RUB (positive), 2.4% of market cap
- EV/EBITDA multiple is 2.9x compared to historical level (75th percentile) of 5.4x
------------------------------------------------
2022-02-21
#GCHE #reports
Cherkizovo reported for 2021 q4:
- Revenue +24.4% YoY (vs +24.5% in previous quarter and historical rate +15.9%)
- EBITDA +69.7% YoY (vs -19.1% in previous quarter and historical rate +18.1%)
- EBITDA margin 21.5% increased compared to 15.8% same period last year
- Net Debt increased by 3.3 bln rubles over the past reporting period (2.7% of market cap)
- FCF (LTM) -3.0 bln RUB (negative), 2.4% of market cap
- EV/EBITDA multiple is 6.6x compared to historical level (75th percentile) of 6.8x
------------------------------------------------
2022-02-20
#NVTK #reports
Novatek reported for 2021 q4:
- Revenue +69.0% YoY (vs +69.0% in previous quarter and historical rate +17.2%)
- EBITDA +34.4% YoY (vs +75.3% in previous quarter and historical rate +32.4%)
- EBITDA margin 24.5% decreased compared to 30.8% same period last year
- EV/EBITDA multiple is 13.6x compared to historical level (75th percentile) of 24.9x
------------------------------------------------
2022-02-20
#BANE #reports
Bashneft reported for 2021 q4:
- Revenue +200.4% YoY (vs +112.5% in previous quarter and historical rate +19.3%)
- EBITDA +499.9% YoY (vs +283.9% in previous quarter and historical rate +38.8%)
- EBITDA margin 15.9% increased compared to 8.0% same period last year
- Net Debt increased by 3.0 bln rubles over the past reporting period (1.3% of market cap)
- FCF (LTM) -9.3 bln RUB (negative), 4.0% of market cap
- EV/EBITDA multiple is 2.3x compared to historical level (75th percentile) of 7.1x
------------------------------------------------
2022-02-20
#SIBN #reports
Gazprom Neft reported for 2021 q4:
- Revenue +26.8% YoY (vs +77.3% in previous quarter and historical rate +12.5%)
- EBITDA +92.4% YoY (vs +89.6% in previous quarter and historical rate +28.0%)
- EBITDA margin 25.4% increased compared to 16.7% same period last year
- Net Debt decreased by 167.5 bln rubles over the past reporting period (6.9% of market cap)
- FCF (LTM) +535.7 bln RUB (positive), 22.1% of market cap
- EV/EBITDA multiple is 3.5x compared to historical level (75th percentile) of 6.2x
------------------------------------------------
2022-02-20
#CHMF #reports
Severstal reported for 2021 q4:
- Revenue +91.5% YoY (vs +70.3% in previous quarter and historical rate +21.9%)
- EBITDA +97.6% YoY (vs +161.9% in previous quarter and historical rate +47.0%)
- EBITDA margin 44.3% increased compared to 42.9% same period last year
- Net Debt decreased by 8.0 bln rubles over the past reporting period (0.6% of market cap)
- FCF (LTM) +271.8 bln RUB (positive), 20.1% of market cap
- EV/EBITDA multiple is 3.4x compared to historical level (75th percentile) of 6.7x
------------------------------------------------
2022-02-15
#YNDX #reports
Yandex reported for 2021 q4:
- Revenue +54.1% YoY (vs +56.5% in previous quarter and historical rate +42.3%)
- EBITDA -59.9% YoY (vs -96.0% in previous quarter and historical rate -15.7%)
- EBITDA margin 4.1% decreased compared to 15.6% same period last year
- Net Debt increased by 3.3 bln rubles over the past reporting period (0.3% of market cap)
- FCF (LTM) -175.9 bln RUB (negative), 15.5% of market cap
- EV/EBITDA multiple is 100.1x compared to historical level (75th percentile) of 44.1x
------------------------------------------------
2022-02-11
#ROSN #reports
Rosneft reported for 2021 q4:
- Revenue +73.0% YoY (vs +61.9% in previous quarter and historical rate +13.0%)
- EBITDA +108.8% YoY (vs +91.7% in previous quarter and historical rate +23.4%)
- EBITDA margin 23.8% increased compared to 19.7% same period last year
- Net Debt increased by 343.5 bln rubles over the past reporting period (5.7% of market cap)
- FCF (LTM) -48.0 bln RUB (negative), 0.8% of market cap
- EV/EBITDA multiple is 4.6x compared to historical level (75th percentile) of 8.1x
------------------------------------------------
2022-02-11
#PHOR #reports
Phosagro reported for 2021 q4:
- Revenue +117.2% YoY (vs +63.8% in previous quarter and historical rate +25.5%)
- EBITDA +244.3% YoY (vs +111.1% in previous quarter and historical rate +48.9%)
- EBITDA margin 48.1% increased compared to 30.3% same period last year
- Net Debt increased by 34.5 bln rubles over the past reporting period (4.6% of market cap)
- FCF (LTM) +75.4 bln RUB (positive), 9.9% of market cap
- EV/EBITDA multiple is 4.8x compared to historical level (75th percentile) of 7.4x
------------------------------------------------
2022-02-11
#GMKN #reports
Nornickel reported for 2021 H2:
- Revenue -0.5% YoY (vs +44.0% in previous half-year and historical rate +22.6%)
- EBITDA -15.8% YoY (vs +246.3% in previous half-year and historical rate +41.6%)
- EBITDA margin 52.3% decreased compared to 61.8% same period last year
- Net Debt decreased by 194.7 bln rubles over the past reporting period (5.6% of market cap)
- FCF (LTM) +279.6 bln RUB (positive), 8.1% of market cap
- EV/EBITDA multiple is 4.9x compared to historical level (75th percentile) of 8.4x
------------------------------------------------
2022-02-04
#MGNT #reports
Magnit reported for 2021 q4:
- Revenue +33.7% YoY (vs +27.7% in previous quarter and historical rate +14.5%)
- EBITDA +40.5% YoY (vs +25.5% in previous quarter and historical rate +15.5%)
- EBITDA margin 7.4% increased compared to 7.0% same period last year
- Net Debt decreased by 36.8 bln rubles over the past reporting period (7.0% of market cap)
- FCF (LTM) -32.2 bln RUB (negative), 6.1% of market cap
- EV/EBITDA multiple is 5.5x compared to historical level (75th percentile) of 6.8x
------------------------------------------------
2022-02-03
#NLMK #reports
NLMK reported for 2021 q4:
- Revenue +85.2% YoY (vs +103.7% in previous quarter and historical rate +23.1%)
- EBITDA +88.5% YoY (vs +293.4% in previous quarter and historical rate +50.5%)
- EBITDA margin 38.0% increased compared with 37.3% same period last year
- Net Debt increased by 17.6 bln rubles over the past reporting period (1.3% of capitalisation)
- FCF (LTM) +63.2 bln RUB (positive), 4.8% of capitalisation
- EV/EBITDA multiple is 2.8x compared to historical 75th percentile 7.3x
------------------------------------------------
2021-12-19
#TCSG
Tinkoff reported for 2021 q3:
- Revenue +45.1% YoY (vs +27.4% in previous quarter and historical rate +36.4%)
- Net Income +31.0% YoY (vs +57.7% in previous quarter and historical rate +33.0%)
- Net Income 26.8% decreased compared with 29.7% same period last year
- P/E multiple is 20.6x compared to historical 75th percentile 19.9x
------------------------------------------------
2021-12-16
#MRKZ
IDGC North West reported for 2021 q3:
- Revenue +0.2% YoY (vs +5.4% in previous quarter and historical rate -4.7%)
- EBITDA -18.8% YoY (vs +97.7% in previous quarter and historical rate +13.7%)
- EBITDA margin 9.5% decreased compared with 11.7% same period last year
- Net Debt increased by 1.0 bln rubles over the past reporting period (20.8% of capitalisation)
- FCF (LTM) +0.7 bln RUB (positive), 13.4% of capitalisation
- EV/EBITDA multiple is 3.9x compared to historical 75th percentile 4.0x
------------------------------------------------
2021-12-05
#AFLT
Aeroflot reported for 2021 q3:
- Revenue +96.9% YoY (vs +370.0% in previous quarter and historical rate +9.0%)
- EBITDA +169.6% YoY (vs +3375300.0% in previous quarter and historical rate +9.4%)
- EBITDA margin 32.3% increased compared with 23.6% same period last year
- Net Debt increased by 13.8 bln rubles over the past reporting period (9.1% of capitalisation)
- FCF (LTM) -25.8 bln RUB (negative), 16.9% of capitalisation
- EV/EBITDA multiple is 9.2x compared to historical 75th percentile 15.7x
------------------------------------------------
2021-12-05
#TRMK
TMK (pipe) reported for 2021 q3:
- Revenue +129.2% YoY (vs +92.7% in previous quarter and historical rate +13.6%)
- EBITDA +105.9% YoY (vs +93.4% in previous quarter and historical rate +10.0%)
- EBITDA margin 12.9% decreased compared with 14.3% same period last year
- Net Debt decreased by 3.0 bln rubles over the past reporting period (3.9% of capitalisation)
- FCF (LTM) -149.6 bln RUB (negative), 190.2% of capitalisation
- EV/EBITDA multiple is 8.7x compared to historical 75th percentile 7.4x
------------------------------------------------
2021-12-05
#RSTI
Rosseti reported for 2021 q3:
- Revenue +10.3% YoY (vs +14.4% in previous quarter and historical rate +2.5%)
- EBITDA +13.0% YoY (vs +53.3% in previous quarter and historical rate -1.3%)
- EBITDA margin 31.7% increased compared with 31.0% same period last year
- Net Debt increased by 4.7 bln rubles over the past reporting period (1.8% of capitalisation)
- FCF (LTM) -12.2 bln RUB (negative), 4.8% of capitalisation
- EV/EBITDA multiple is 3.8x compared to historical 75th percentile 4.5x
------------------------------------------------
2021-12-05
#QIWI
QIWI reported for 2021 q3:
- Revenue +8.4% YoY (vs +6.9% in previous quarter and historical rate +16.8%)
- EBITDA -7.2% YoY (vs -5.4% in previous quarter and historical rate +50.5%)
- EBITDA margin 32.5% decreased compared with 38.0% same period last year
- Net Debt decreased by 12.4 bln rubles over the past reporting period (34.5% of capitalisation)
- FCF (LTM) +21.1 bln RUB (positive), 58.9% of capitalisation
- EV/EBITDA multiple is 0.5x compared to historical 75th percentile 8.6x
------------------------------------------------
2021-12-05
#PLZL
Polyus reported for 2021 q3:
- Revenue -4.4% YoY (vs +9.9% in previous quarter and historical rate +31.1%)
- EBITDA -10.5% YoY (vs +9.9% in previous quarter and historical rate +36.8%)
- EBITDA margin 67.2% decreased compared with 71.8% same period last year
- Net Debt decreased by 25.0 bln rubles over the past reporting period (1.3% of capitalisation)
- FCF (LTM) +141.2 bln RUB (positive), 7.4% of capitalisation
- EV/EBITDA multiple is 7.8x compared to historical 75th percentile 9.7x
------------------------------------------------
2021-12-05
#NMTP
NMTP reported for 2021 q3:
- Revenue +30.3% YoY (vs +23.8% in previous quarter and historical rate -2.7%)
- EBITDA +54.2% YoY (vs +28.7% in previous quarter and historical rate -3.0%)
- EBITDA margin 64.0% increased compared with 54.0% same period last year
- Net Debt increased by 1.4 bln rubles over the past reporting period (1.0% of capitalisation)
- FCF (LTM) +24.8 bln RUB (positive), 18.2% of capitalisation
- EV/EBITDA multiple is 4.7x compared to historical 75th percentile 6.6x
------------------------------------------------
2021-12-05
#MRKU
IDGC Ural reported for 2021 q3:
- Revenue +8.6% YoY (vs +14.2% in previous quarter and historical rate +4.0%)
- EBITDA +51.9% YoY (vs +363.4% in previous quarter and historical rate +35.3%)
- EBITDA margin 17.8% increased compared with 12.7% same period last year
- Net Debt decreased by 1.8 bln rubles over the past reporting period (11.6% of capitalisation)
- FCF (LTM) +2.6 bln RUB (positive), 16.2% of capitalisation
- EV/EBITDA multiple is 2.1x compared to historical 75th percentile 3.5x
------------------------------------------------
2021-12-05
#MRKP
IDGC Center Volga reported for 2021 q3:
- Revenue +13.4% YoY (vs +14.6% in previous quarter and historical rate +3.5%)
- EBITDA +57.8% YoY (vs +67.2% in previous quarter and historical rate +3.7%)
- EBITDA margin 25.1% increased compared with 18.0% same period last year
- Net Debt decreased by 1.4 bln rubles over the past reporting period (5.2% of capitalisation)
- FCF (LTM) +4.1 bln RUB (positive), 14.7% of capitalisation
- EV/EBITDA multiple is 2.1x compared to historical 75th percentile 2.8x
------------------------------------------------
2021-12-05
#IRAO
Inter RAO reported for 2021 q3:
- Revenue +20.6% YoY (vs +21.9% in previous quarter and historical rate +6.8%)
- EBITDA +64.3% YoY (vs +76.8% in previous quarter and historical rate +16.7%)
- EBITDA margin 13.4% increased compared with 9.8% same period last year
- Net Debt decreased by 26.5 bln rubles over the past reporting period (5.7% of capitalisation)
- FCF (LTM) +34.8 bln RUB (positive), 7.5% of capitalisation
- EV/EBITDA multiple is 1.1x compared to historical 75th percentile 3.0x
------------------------------------------------
2021-12-05
#HYDR
Rushydro reported for 2021 q3:
- Revenue +8.0% YoY (vs +6.6% in previous quarter and historical rate +3.9%)
- EBITDA +23.0% YoY (vs -0.7% in previous quarter and historical rate +3.0%)
- EBITDA margin 30.8% increased compared with 27.1% same period last year
- Net Debt increased by 28.3 bln rubles over the past reporting period (8.5% of capitalisation)
- FCF (LTM) +22.0 bln RUB (positive), 6.6% of capitalisation
- EV/EBITDA multiple is 4.8x compared to historical 75th percentile 7.5x
------------------------------------------------
2021-12-05
#FEES
FGC UES reported for 2021 q3:
- Revenue +2.2% YoY (vs +8.7% in previous quarter and historical rate -0.6%)
- EBITDA -5.1% YoY (vs +3.4% in previous quarter and historical rate -4.7%)
- EBITDA margin 52.7% decreased compared with 56.7% same period last year
- Net Debt increased by 11.8 bln rubles over the past reporting period (5.4% of capitalisation)
- FCF (LTM) +18.6 bln RUB (positive), 8.6% of capitalisation
- EV/EBITDA multiple is 3.5x compared to historical 75th percentile 3.7x
------------------------------------------------
2021-12-05
#AFKS
Sistema reported for 2021 q3:
- Revenue +21.8% YoY (vs +16.0% in previous quarter and historical rate +2.1%)
- EBITDA +6.6% YoY (vs +15.9% in previous quarter and historical rate +5.2%)
- EBITDA margin 33.4% decreased compared with 38.1% same period last year
- Net Debt increased by 72.1 bln rubles over the past reporting period (30.5% of capitalisation)
- FCF (LTM) -53.9 bln RUB (negative), 22.8% of capitalisation
- EV/EBITDA multiple is 5.1x compared to historical 75th percentile 4.7x
------------------------------------------------
2021-12-05
#TATN
Tatneft reported for 2021 q3:
- Revenue +72.8% YoY (vs +128.3% in previous quarter and historical rate +14.7%)
- EBITDA +31.2% YoY (vs +121.8% in previous quarter and historical rate +7.9%)
- EBITDA margin 22.7% decreased compared with 29.9% same period last year
- Net Debt increased by 1.4 bln rubles over the past reporting period (0.1% of capitalisation)
- FCF (LTM) +173.9 bln RUB (positive), 15.2% of capitalisation
- EV/EBITDA multiple is 4.4x compared to historical 75th percentile 6.5x
------------------------------------------------
2021-11-29
#GAZP
Gazprom reported for 2021 q3:
- Revenue +69.7% YoY (vs +77.7% in previous quarter and historical rate +8.7%)
- EBITDA +212.6% YoY (vs +417.2% in previous quarter and historical rate +43.7%)
- Net Debt increased by 110.7 bln rubles over the past reporting period (1.4% of capitalisation)
- FCF (LTM) +1542.4 bln RUB (positive), 20.0% of capitalisation
- EV/EBITDA multiple is 3.8x compared to historical 75th percentile 6.1x
------------------------------------------------
2021-11-29
#AKRN
Acron reported for 2021 q3:
- Revenue +72.8% YoY (vs +65.9% in previous quarter and historical rate +21.0%)
- EBITDA +231.0% YoY (vs +205.5% in previous quarter and historical rate +49.7%)
- Net Debt decreased by 12.1 bln rubles over the past reporting period (2.3% of capitalisation)
- FCF (LTM) +44.0 bln RUB (positive), 8.5% of capitalisation
- EV/EBITDA multiple is 7.9x compared to historical 75th percentile 10.7x
------------------------------------------------
2021-11-28
#VEON
VEON reported for 2021 q3:
- Revenue +0.1% YoY (vs +11.9% in previous quarter and historical rate +2.8%)
- EBITDA -1.0% YoY (vs +12.3% in previous quarter and historical rate +10.4%)
- Net Debt decreased by 103.7 bln rubles over the past reporting period (43.4% of capitalisation)
- FCF (LTM) +98.7 bln RUB (positive), 41.3% of capitalisation
- EV/EBITDA multiple is 3.3x compared to historical 75th percentile 3.8x
------------------------------------------------
2021-11-24
#LKOH
Lukoil reported for 2021 q3:
- Revenue +77.7% YoY (vs +123.2% in previous quarter and historical rate +10.2%)
- EBITDA +75.6% YoY (vs +191.5% in previous quarter and historical rate +23.6%)
- Net Debt decreased by 69.9 bln rubles over the past reporting period (1.5% of capitalisation)
- FCF (LTM) +495.2 bln RUB (positive), 10.5% of capitalisation
- EV/EBITDA multiple is 3.9x compared to historical 75th percentile 5.5x
------------------------------------------------
2021-11-21
#OZON
OZON reported for 2021 q3:
- Revenue +84.9% YoY (vs +52.9% in previous quarter and historical rate +71.0%)
- Net Debt increased by 27.2 bln rubles over the past reporting period (4.6% of capitalisation)
- FCF (LTM) -50.2 bln RUB (negative), 8.4% of capitalisation
------------------------------------------------
2021-11-21
#MTSS
MTS reported for 2021 q3:
- Revenue +7.1% YoY (vs +9.2% in previous quarter and historical rate +4.1%)
- EBITDA +4.9% YoY (vs +12.1% in previous quarter and historical rate +6.2%)
- Net Debt increased by 37.0 bln rubles over the past reporting period (6.0% of capitalisation)
- FCF (LTM) +1.5 bln RUB (positive), 0.2% of capitalisation
- EV/EBITDA multiple is 4.5x compared to historical 75th percentile 4.6x
------------------------------------------------
2021-11-21
#MTLR
Mechel reported for 2021 q3:
- Revenue +59.7% YoY (vs +71.6% in previous quarter and historical rate +6.7%)
- EBITDA +229.0% YoY (vs +1490.1% in previous quarter and historical rate +20.9%)
- Net Debt decreased by 5.1 bln rubles over the past reporting period (10.2% of capitalisation)
- FCF (LTM) +33.9 bln RUB (positive), 68.4% of capitalisation
- EV/EBITDA multiple is 3.9x compared to historical 75th percentile 10.4x
------------------------------------------------
2021-11-21
#HHRU
Head Hunter reported for 2021 q3:
- Revenue +103.2% YoY (vs +155.0% in previous quarter and historical rate +39.7%)
- EBITDA +138.8% YoY (vs +255.6% in previous quarter and historical rate +50.2%)
- Net Debt decreased by 0.3 bln rubles over the past reporting period (0.1% of capitalisation)
- FCF (LTM) +2.5 bln RUB (positive), 1.1% of capitalisation
- EV/EBITDA multiple is 32.2x compared to historical 75th percentile 38.3x
------------------------------------------------
2021-11-21
#FLOT
SCF Group reported for 2021 q3:
- Revenue +38.8% YoY (vs +3.5% in previous quarter and historical rate +20.2%)
- EBITDA -15.0% YoY (vs -44.9% in previous quarter and historical rate +25.7%)
- EV/EBITDA multiple is 8.3x compared to historical 75th percentile 7.5x
------------------------------------------------
2021-11-21
#BSPB
Bank Sankt-Peterburg reported for 2021 q3:
- Revenue +15.0% YoY (vs +41.7% in previous quarter and historical rate +11.6%)
- Net Income +50.4% YoY (vs +141.7% in previous quarter and historical rate +31.5%)
- P/E multiple is 2.7x compared to historical 75th percentile 3.0x
------------------------------------------------
2021-11-21
#SIBN
Gazprom Neft reported for 2021 q3:
- Revenue +77.3% YoY (vs +86.2% in previous quarter and historical rate +12.4%)
- EBITDA +89.6% YoY (vs +210.4% in previous quarter and historical rate +22.1%)
- Net Debt decreased by 128.4 bln rubles over the past reporting period (5.4% of capitalisation)
- FCF (LTM) +475.5 bln RUB (positive), 20.0% of capitalisation
- EV/EBITDA multiple is 4.3x compared to historical 75th percentile 6.2x
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2021-11-15
#AGRO
Rusagro reported for 2021 q3:
- Revenue +41.8% YoY (vs +42.1% in previous quarter and historical rate +42.6%)
- EBITDA +3.7% YoY (vs +57.3% in previous quarter and historical rate +46.1%)
- Net Debt increased by 2.6 bln rubles over the past reporting period (1.7% of capitalisation)
- FCF (LTM) +3.3 bln RUB (positive), 2.1% of capitalisation
- EV/EBITDA multiple is 5.4x compared to historical 75th percentile 7.0x
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2021-11-14
#TGKA
TGK-1 reported for 2021 q3:
- Revenue +17.1% YoY (vs +14.7% in previous quarter and historical rate +3.5%)
- EBITDA -9.8% YoY (vs +22.8% in previous quarter and historical rate +15.0%)
- Net Debt increased by 0.6 bln rubles over the past reporting period (1.4% of capitalisation)
- FCF (LTM) +5.6 bln RUB (positive), 12.9% of capitalisation
- EV/EBITDA multiple is 2.7x compared to historical 75th percentile 3.7x
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2021-11-14
#ROSN
Rosneft reported for 2021 q3:
- Revenue +61.9% YoY (vs +142.3% in previous quarter and historical rate +9.2%)
- EBITDA +91.7% YoY (vs +297.7% in previous quarter and historical rate +17.0%)
- Net Debt decreased by 223.0 bln rubles over the past reporting period (3.4% of capitalisation)
- FCF (LTM) +1132.4 bln RUB (positive), 17.3% of capitalisation
- EV/EBITDA multiple is 5.7x compared to historical 75th percentile 7.9x
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2021-11-14
#PHOR
Phosagro reported for 2021 q3:
- Revenue +63.8% YoY (vs +48.0% in previous quarter and historical rate +18.2%)
- EBITDA +111.1% YoY (vs +94.9% in previous quarter and historical rate +36.8%)
- Net Debt decreased by 7.7 bln rubles over the past reporting period (1.1% of capitalisation)
- FCF (LTM) +71.5 bln RUB (positive), 9.7% of capitalisation
- EV/EBITDA multiple is 5.7x compared to historical 75th percentile 7.4x
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2021-11-14
#OGKB
OGK-2 reported for 2021 q3:
- Revenue +33.7% YoY (vs +14.0% in previous quarter and historical rate -0.8%)
- EBITDA +21.3% YoY (vs +41.4% in previous quarter and historical rate +11.2%)
- Net Debt decreased by 0.1 bln rubles over the past reporting period (0.1% of capitalisation)
- FCF (LTM) +4.9 bln RUB (positive), 6.4% of capitalisation
- EV/EBITDA multiple is 3.3x compared to historical 75th percentile 4.0x
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2021-11-14
#BANE
Bashneft reported for 2021 q3:
- Revenue +112.5% YoY (vs +103.4% in previous quarter and historical rate +3.7%)
- EBITDA +283.9% YoY (vs +663.6% in previous quarter and historical rate +22.0%)
- Net Debt decreased by 3.7 bln rubles over the past reporting period (1.4% of capitalisation)
- FCF (LTM) +26.7 bln RUB (positive), 10.1% of capitalisation
- EV/EBITDA multiple is 3.3x compared to historical 75th percentile 7.3x
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2021-11-14
#ALRS
Alrosa reported for 2021 q3:
- Revenue +54.7% YoY (vs +799.7% in previous quarter and historical rate +16.0%)
- EBITDA -23.8% YoY (vs +4294400.0% in previous quarter and historical rate 0.0%)
- Net Debt increased by 39.0 bln rubles over the past reporting period (4.0% of capitalisation)
- FCF (LTM) +126.7 bln RUB (positive), 13.1% of capitalisation
- EV/EBITDA multiple is 7.2x compared to historical 75th percentile 10.6x
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2021-11-08
#DSKY
DetMir reported for 2021 q3:
- Revenue +14.0% YoY (vs +29.7% in previous quarter and historical rate +14.9%)
- EBITDA +13.8% YoY (vs +55.3% in previous quarter and historical rate +21.6%)
- Net Debt decreased by 0.4 bln rubles over the past reporting period (0.4% of capitalisation)
- FCF (LTM) +6.1 bln RUB (positive), 5.9% of capitalisation
- EV/EBITDA multiple is 6.4x compared to historical 75th percentile 7.7x
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2021-11-07
#MSNG
Mosenergo reported for 2021 q3:
- Revenue +29.2% YoY (vs +19.5% in previous quarter and historical rate +4.6%)
- EBITDA -11.4% YoY (vs +6.7% in previous quarter and historical rate +7.5%)
- Net Debt increased by 5.3 bln rubles over the past reporting period (5.9% of capitalisation)
- FCF (LTM) -34.4 bln RUB (negative), 38.7% of capitalisation
- EV/EBITDA multiple is 2.8x compared to historical 75th percentile 3.3x