2022-12-16
#AFKS #reports
Sistema reported for 2022 q3:
- Revenue +9.2% YoY (vs +18.8% in previous quarter and historical rate +9.6%)
- EBITDA -9.2% YoY (vs +46.6% in previous quarter and historical rate +4.5%)
- EBITDA margin 29.3% decreased compared to 35.2% same period last year
- Net Debt decreased by 11.2 bln rubles over the past reporting period (9.7% of market cap)
- FCF (LTM) -187.2 bln RUB (negative), 162.8% of market cap
- EV/EBITDA multiple is 4.7x compared to historical level (50th percentile) of 4.9x
------------------------------------------------
2022-12-09
#SGZH #reports
Segezha Group reported for 2022 q3:
- Revenue -6.1% YoY (vs +13.2% in previous quarter and historical rate +28.3%)
- EBITDA -69.9% YoY (vs -26.9% in previous quarter and historical rate +49.4%)
- EBITDA margin 10.7% decreased compared to 33.4% same period last year
- Net Debt increased by 2.3 bln rubles over the past reporting period (3.1% of market cap)
- FCF (LTM) -54.4 bln RUB (negative), 74.7% of market cap
- EV/EBITDA multiple is 6.9x compared to historical level (50th percentile) of 7.9x
------------------------------------------------
2022-11-23
#TCSG #reports
Tinkoff reported for 2022 q3:
- Revenue +12.8% YoY (vs +5.9% in previous quarter and historical rate +31.3%)
- Net Income -64.3% YoY (vs -81.4% in previous quarter and historical rate +6.0%)
- Net Income 9.1% decreased compared to 28.9% same period last year
- P/E multiple is 20.4x compared to historical level (50th percentile) of 9.8x
------------------------------------------------
2022-11-19
#QIWI #reports
QIWI reported for 2022 q3:
- Revenue +10.3% YoY (vs +29.6% in previous quarter and historical rate +6.8%)
- Net Income +47.0% YoY (vs +79.7% in previous quarter and historical rate +36.6%)
- Net Income 43.4% increased compared to 32.5% same period last year
- P/E multiple is 1.5x compared to historical level (50th percentile) of 3.3x
------------------------------------------------
2022-11-17
#MTSS #reports
MTS reported for 2022 q3:
- Revenue +0.8% YoY (vs +0.6% in previous quarter and historical rate +2.5%)
- EBITDA -1.3% YoY (vs -9.3% in previous quarter and historical rate +2.1%)
- EBITDA margin 43.9% decreased compared to 44.8% same period last year
- Net Debt decreased by 4.2 bln rubles over the past reporting period (0.9% of market cap)
- FCF (LTM) +48.3 bln RUB (positive), 10.3% of market cap
- EV/EBITDA multiple is 3.9x compared to historical level (50th percentile) of 4.5x
------------------------------------------------
2022-11-15
#OZON #reports
OZON reported for 2022 q3:
- Revenue +48.0% YoY (vs +58.1% in previous quarter and historical rate +69.9%)
- EBITDA margin -18.9% increased compared to -34.3% same period last year
- Net Debt decreased by 0.8 bln rubles over the past reporting period (0.3% of market cap)
- FCF (LTM) -78.2 bln RUB (negative), 29.6% of market cap
------------------------------------------------
2022-11-15
#HHRU #reports
Head Hunter reported for 2022 q3:
- Revenue +1.1% YoY (vs +1.1% in previous quarter and historical rate +41.1%)
- EBITDA -10.4% YoY (vs -34.8% in previous quarter and historical rate +44.6%)
- EBITDA margin 50.8% decreased compared to 57.3% same period last year
- Net Debt decreased by 2.0 bln rubles over the past reporting period (3.0% of market cap)
- FCF (LTM) +5.5 bln RUB (positive), 8.2% of market cap
- EV/EBITDA multiple is 9.0x compared to historical level (50th percentile) of 27.8x
------------------------------------------------
2022-11-14
#AGRO #reports
Rusagro reported for 2022 q3:
- Revenue +3.0% YoY (vs +20.7% in previous quarter and historical rate +23.3%)
- EBITDA -39.4% YoY (vs +24.6% in previous quarter and historical rate +42.3%)
- EBITDA margin 9.5% decreased compared to 16.2% same period last year
- Net Debt increased by 5.5 bln rubles over the past reporting period (5.2% of market cap)
- FCF (LTM) -35.0 bln RUB (negative), 32.7% of market cap
- EV/EBITDA multiple is 4.0x compared to historical level (50th percentile) of 5.5x
------------------------------------------------
2022-11-10
#VKCO #reports
VK company reported for 2022 q3:
- Revenue +6.6% YoY (vs +3.9% in previous quarter and historical rate +16.4%)
- EBITDA +16.4% YoY (vs -36.9% in previous quarter and historical rate +6.0%)
- EBITDA margin 30.6% increased compared to 28.0% same period last year
- Net Debt decreased by 0.3 bln rubles over the past reporting period (0.3% of market cap)
- FCF (LTM) -18.7 bln RUB (negative), 17.8% of market cap
- EV/EBITDA multiple is 6.1x compared to historical level (50th percentile) of 11.5x
------------------------------------------------
2022-11-07
#PHOR #reports
Phosagro reported for 2022 q3:
- Revenue +5.7% YoY (vs +89.7% in previous quarter and historical rate +37.9%)
- EBITDA +0.1% YoY (vs +108.5% in previous quarter and historical rate +66.1%)
- EBITDA margin 46.5% decreased compared to 49.1% same period last year
- Net Debt decreased by 28.2 bln rubles over the past reporting period (3.3% of market cap)
- FCF (LTM) +136.2 bln RUB (positive), 15.9% of market cap
- EV/EBITDA multiple is 3.1x compared to historical level (50th percentile) of 7.3x
------------------------------------------------
2022-11-04
#YNDX #reports
Yandex reported for 2022 q3:
- Revenue +45.8% YoY (vs +44.7% in previous quarter and historical rate +43.8%)
- EBITDA +3949.9% YoY (vs +1692.9% in previous quarter and historical rate -5.9%)
- EBITDA margin 13.7% increased compared to 0.5% same period last year
- Net Debt decreased by 22.4 bln rubles over the past reporting period (3.2% of market cap)
- FCF (LTM) +23.3 bln RUB (positive), 3.4% of market cap
- EV/EBITDA multiple is 20.8x compared to historical level (50th percentile) of 42.3x
------------------------------------------------
2022-11-03
#MOEX #reports
MOEX reported for 2022 q3:
- Revenue +21.1% YoY (vs +22.1% in previous quarter and historical rate +15.4%)
- Net Income +29.4% YoY (vs +18.9% in previous quarter and historical rate +20.8%)
- Net Income 53.8% increased compared to 50.4% same period last year
- P/E multiple is 5.8x compared to historical level (50th percentile) of 12.8x
------------------------------------------------
2022-10-27
#FIXP #reports
Fix Price reported for 2022 H1:
- Revenue +24.2% YoY (vs +16.0% in previous half-year and historical rate +26.1%)
- EBITDA +37.5% YoY (vs +17.1% in previous half-year and historical rate +28.0%)
- EBITDA margin 15.6% increased compared to 14.1% same period last year
- Net Debt increased by 7.8 bln rubles over the past reporting period (2.5% of market cap)
- FCF (LTM) -0.1 bln RUB (negative), 0.0% of market cap
- EV/EBITDA multiple is 8.4x compared to historical level (50th percentile) of 11.4x
------------------------------------------------
2022-10-25
#FIVE #reports
X5 Retail Group reported for 2022 q3:
- Revenue +19.2% YoY (vs +18.6% in previous quarter and historical rate +14.1%)
- EBITDA +13.6% YoY (vs +39.7% in previous quarter and historical rate +15.8%)
- EBITDA margin 7.3% decreased compared to 7.7% same period last year
- Net Debt decreased by 36.2 bln rubles over the past reporting period (8.3% of market cap)
- FCF (LTM) +80.8 bln RUB (positive), 18.5% of market cap
- EV/EBITDA multiple is 3.2x compared to historical level (50th percentile) of 6.1x
------------------------------------------------
2022-09-27
#PIKK #reports
PIK Group reported for 2021 H2:
- Revenue +23.5% YoY (vs +36.6% in previous half-year and historical rate +25.3%)
- EBITDA -16.5% YoY (vs +47.6% in previous half-year and historical rate +37.9%)
- EBITDA margin 18.5% decreased compared to 27.3% same period last year
- Net Debt increased by 35.4 bln rubles over the past reporting period (10.3% of market cap)
- FCF (LTM) -151.1 bln RUB (negative), 44.1% of market cap
- EV/EBITDA multiple is 7.3x compared to historical level (50th percentile) of 7.4x
------------------------------------------------
2022-09-27
#ETLN #reports
Etalon reported for 2022 H1:
- Revenue -17.9% YoY (vs -1.1% in previous half-year and historical rate +3.4%)
- EBITDA +163.9% YoY (vs -12.8% in previous half-year and historical rate +103.3%)
- EBITDA margin 54.0% increased compared to 16.8% same period last year
- Net Debt increased by 18.7 bln rubles over the past reporting period (107.1% of market cap)
- FCF (LTM) -38.1 bln RUB (negative), 218.3% of market cap
- EV/EBITDA multiple is 3.4x compared to historical level (50th percentile) of 5.0x
------------------------------------------------
2022-09-22
#POLY #reports
Polymetal reported for 2022 H1:
- Revenue -14.3% YoY (vs -9.0% in previous half-year and historical rate +15.9%)
- EBITDA -32.8% YoY (vs -8.0% in previous half-year and historical rate +29.1%)
- EBITDA margin 40.6% decreased compared to 51.8% same period last year
- Net Debt increased by 19.0 bln rubles over the past reporting period (13.7% of market cap)
- FCF (LTM) +11.6 bln RUB (positive), 8.3% of market cap
- EV/EBITDA multiple is 2.7x compared to historical level (50th percentile) of 7.3x
------------------------------------------------
2022-09-22
#PLZL #reports
Polyus reported for 2022 q1:
- Revenue -22.1% YoY (vs -6.4% in previous quarter and historical rate +19.5%)
- EBITDA -24.4% YoY (vs -8.8% in previous quarter and historical rate +23.4%)
- EBITDA margin 65.6% decreased compared to 67.6% same period last year
- Net Debt decreased by 19.0 bln rubles over the past reporting period (1.9% of market cap)
- FCF (LTM) +62.9 bln RUB (positive), 6.5% of market cap
- EV/EBITDA multiple is 4.9x compared to historical level (50th percentile) of 9.6x
------------------------------------------------
2022-09-21
#PLZL #reports
Polyus reported for 2022 q2:
- Revenue -22.1% YoY (vs -6.4% in previous quarter and historical rate +19.5%)
- EBITDA -24.4% YoY (vs -8.8% in previous quarter and historical rate +23.4%)
- EBITDA margin 65.6% decreased compared to 67.6% same period last year
- Net Debt decreased by 19.0 bln rubles over the past reporting period (2.0% of market cap)
- FCF (LTM) +62.9 bln RUB (positive), 6.6% of market cap
- EV/EBITDA multiple is 4.8x compared to historical level (50th percentile) of 9.6x
------------------------------------------------
2022-09-21
# #reports
--- reported for 2022 q2:
- Revenue +7167900.0% YoY (vs +445100.0% in previous quarter and historical rate 0.0%)
- EBITDA margin 65.6% increased compared to 0.0% same period last year
- Net Debt increased by 123.0 bln rubles over the past reporting period (0.0% of market cap)
- FCF (LTM) -120.6 bln RUB (negative), 0.0% of market cap
------------------------------------------------
2022-09-19
#MOEX #reports
MOEX reported for 2022 q1:
- Revenue +22.1% YoY (vs +29.6% in previous quarter and historical rate +14.4%)
- Net Income +18.9% YoY (vs +18.5% in previous quarter and historical rate +18.9%)
- Net Income 51.4% decreased compared to 52.8% same period last year
- P/E multiple is 7.0x compared to historical level (50th percentile) of 12.8x
------------------------------------------------
2022-09-19
#GLTR #reports
Globaltrans reported for 2022 H1:
- Revenue +50.9% YoY (vs +24.6% in previous half-year and historical rate +3.4%)
- EBITDA +120.6% YoY (vs +66.1% in previous half-year and historical rate +17.8%)
- EBITDA margin 46.7% increased compared to 31.9% same period last year
- Net Debt decreased by 17.8 bln rubles over the past reporting period (27.1% of market cap)
- FCF (LTM) +28.3 bln RUB (positive), 43.0% of market cap
- EV/EBITDA multiple is 1.9x compared to historical level (50th percentile) of 3.5x
------------------------------------------------
2022-09-19
#MOEX #reports
MOEX reported for 2022 q2:
- Revenue +22.1% YoY (vs +29.6% in previous quarter and historical rate +14.4%)
- Net Income +18.9% YoY (vs +18.5% in previous quarter and historical rate +18.9%)
- Net Income 51.4% decreased compared to 52.8% same period last year
- P/E multiple is 7.0x compared to historical level (50th percentile) of 12.8x
------------------------------------------------
2022-09-16
#OKEY #reports
OKEY reported for 2022 H1:
- Revenue +10.3% YoY (vs +11.3% in previous half-year and historical rate +6.5%)
- EBITDA +14.1% YoY (vs +28.2% in previous half-year and historical rate +19.3%)
- EBITDA margin 7.7% increased compared to 7.4% same period last year
- Net Debt increased by 8.1 bln rubles over the past reporting period (95.3% of market cap)
- FCF (LTM) -2.3 bln RUB (negative), 26.8% of market cap
- EV/EBITDA multiple is 2.7x compared to historical level (50th percentile) of 3.1x
------------------------------------------------
2022-09-06
#SMLT #reports
Samolet reported for 2022 H1:
- Revenue +99.1% YoY (vs +59.3% in previous half-year and historical rate +44.1%)
- EBITDA +140.3% YoY (vs +89.9% in previous half-year and historical rate +118.7%)
- EBITDA margin 23.7% increased compared to 19.6% same period last year
- Net Debt increased by 60.1 bln rubles over the past reporting period (30.9% of market cap)
- FCF (LTM) -127.7 bln RUB (negative), 65.7% of market cap
- EV/EBITDA multiple is 14.3x compared to historical level (50th percentile) of 15.9x
------------------------------------------------
2022-09-06
#MDMG #reports
MD Medical reported for 2022 H1:
- Revenue +1.2% YoY (vs +18.4% in previous half-year and historical rate +18.8%)
- EBITDA -5.8% YoY (vs +20.4% in previous half-year and historical rate +23.4%)
- EBITDA margin 29.3% decreased compared to 31.5% same period last year
- Net Debt decreased by 2.0 bln rubles over the past reporting period (5.7% of market cap)
- FCF (LTM) +3.2 bln RUB (positive), 9.1% of market cap
- EV/EBITDA multiple is 4.4x compared to historical level (50th percentile) of 7.0x
------------------------------------------------
2022-09-06
#LSRG #reports
LSR Group reported for 2022 H1:
- Revenue +19.2% YoY (vs +8.2% in previous half-year and historical rate +3.6%)
- EBITDA +40.9% YoY (vs +24.7% in previous half-year and historical rate +23.9%)
- EBITDA margin 26.6% increased compared to 22.5% same period last year
- Net Debt increased by 24.4 bln rubles over the past reporting period (38.7% of market cap)
- FCF (LTM) -78.5 bln RUB (negative), 124.5% of market cap
- EV/EBITDA multiple is 5.3x compared to historical level (50th percentile) of 4.8x
------------------------------------------------
2022-08-30
#TATN #reports
Tatneft reported for 2022 q1:
- Revenue +27.1% YoY (vs +53.4% in previous quarter and historical rate +25.5%)
- EBITDA +9.9% YoY (vs +24.6% in previous quarter and historical rate +12.7%)
- EBITDA margin 20.4% decreased compared to 23.6% same period last year
- Net Debt decreased by 66.1 bln rubles over the past reporting period (6.3% of market cap)
- FCF (LTM) +225.6 bln RUB (positive), 21.4% of market cap
- EV/EBITDA multiple is 2.9x compared to historical level (50th percentile) of 5.8x
------------------------------------------------
2022-08-29
#TATN #reports
Tatneft reported for 2022 q2:
- Revenue +27.1% YoY (vs +53.4% in previous quarter and historical rate +25.5%)
- EBITDA +9.9% YoY (vs +24.6% in previous quarter and historical rate +12.7%)
- EBITDA margin 20.4% decreased compared to 23.6% same period last year
- Net Debt decreased by 66.1 bln rubles over the past reporting period (6.3% of market cap)
- FCF (LTM) +225.6 bln RUB (positive), 21.6% of market cap
- EV/EBITDA multiple is 2.9x compared to historical level (50th percentile) of 5.8x
------------------------------------------------
2022-08-29
#FESH #reports
FESCO reported for 2022 H1:
- Revenue +76.5% YoY (vs +90.7% in previous half-year and historical rate +42.4%)
- EBITDA +115.2% YoY (vs +443.1% in previous half-year and historical rate +84.4%)
- EBITDA margin 44.3% increased compared to 36.3% same period last year
- Net Debt decreased by 15.1 bln rubles over the past reporting period (16.0% of market cap)
- FCF (LTM) +11.5 bln RUB (positive), 12.2% of market cap
- EV/EBITDA multiple is 1.6x compared to historical level (50th percentile) of 5.1x
------------------------------------------------
2022-08-27
#TRMK #reports
TMK (pipe) reported for 2022 q1:
- Revenue +37.7% YoY (vs +131.2% in previous quarter and historical rate +35.2%)
- EBITDA +74.7% YoY (vs +420.9% in previous quarter and historical rate +39.1%)
- EBITDA margin 17.5% increased compared to 13.8% same period last year
- Net Debt decreased by 0.5 bln rubles over the past reporting period (0.6% of market cap)
- FCF (LTM) +64.7 bln RUB (positive), 74.7% of market cap
- EV/EBITDA multiple is 3.8x compared to historical level (50th percentile) of 5.8x
------------------------------------------------
2022-08-27
#HHRU #reports
Head Hunter reported for 2022 q1:
- Revenue +1.1% YoY (vs +56.7% in previous quarter and historical rate +43.5%)
- EBITDA -34.8% YoY (vs +55.0% in previous quarter and historical rate +46.5%)
- EBITDA margin 34.2% decreased compared to 53.0% same period last year
- Net Debt increased by 0.7 bln rubles over the past reporting period (1.0% of market cap)
- FCF (LTM) +1.9 bln RUB (positive), 2.6% of market cap
- EV/EBITDA multiple is 9.5x compared to historical level (50th percentile) of 29.2x
------------------------------------------------
2022-08-26
#TRMK #reports
TMK (pipe) reported for 2022 q2:
- Revenue +37.7% YoY (vs +131.2% in previous quarter and historical rate +35.2%)
- EBITDA +74.7% YoY (vs +420.9% in previous quarter and historical rate +39.1%)
- EBITDA margin 17.5% increased compared to 13.8% same period last year
- Net Debt decreased by 0.5 bln rubles over the past reporting period (0.6% of market cap)
- FCF (LTM) +64.7 bln RUB (positive), 75.0% of market cap
- EV/EBITDA multiple is 3.8x compared to historical level (50th percentile) of 5.8x
------------------------------------------------
2022-08-26
#SGZH #reports
Segezha Group reported for 2022 q2:
- Revenue +13.2% YoY (vs +95.6% in previous quarter and historical rate +31.8%)
- EBITDA -26.9% YoY (vs +133.8% in previous quarter and historical rate +61.4%)
- EBITDA margin 21.4% decreased compared to 33.2% same period last year
- Net Debt decreased by 0.2 bln rubles over the past reporting period (0.1% of market cap)
- FCF (LTM) -59.1 bln RUB (negative), 50.3% of market cap
- EV/EBITDA multiple is 6.9x compared to historical level (50th percentile) of 8.2x
------------------------------------------------
2022-08-26
#HHRU #reports
Head Hunter reported for 2022 q2:
- Revenue +1.1% YoY (vs +56.7% in previous quarter and historical rate +43.5%)
- EBITDA -34.8% YoY (vs +55.0% in previous quarter and historical rate +46.5%)
- EBITDA margin 34.2% decreased compared to 53.0% same period last year
- Net Debt increased by 0.7 bln rubles over the past reporting period (1.0% of market cap)
- FCF (LTM) +1.9 bln RUB (positive), 2.5% of market cap
- EV/EBITDA multiple is 9.6x compared to historical level (50th percentile) of 29.2x
------------------------------------------------
2022-08-26
# #reports
--- reported for 2022 q1:
- Revenue +445100.0% YoY (vs -100.0% in previous quarter and historical rate 0.0%)
- EBITDA margin 44.3% increased compared to 0.0% same period last year
- Net Debt increased by 3.1 bln rubles over the past reporting period (0.0% of market cap)
- FCF (LTM) +2.5 bln RUB (positive), 0.0% of market cap
------------------------------------------------
2022-08-26
#BELU #reports
Beluga reported for 2021 H2:
- Revenue +36.7% YoY (vs +19.4% in previous half-year and historical rate +23.5%)
- EBITDA +93.7% YoY (vs +15.4% in previous half-year and historical rate +43.7%)
- EBITDA margin 17.0% increased compared to 12.0% same period last year
- Net Debt increased by 10.9 bln rubles over the past reporting period (24.9% of market cap)
- FCF (LTM) -5.2 bln RUB (negative), 11.9% of market cap
- EV/EBITDA multiple is 4.9x compared to historical level (50th percentile) of 5.8x
------------------------------------------------
2022-08-25
#BELU #reports
Beluga reported for 2022 H1:
- Revenue +36.7% YoY (vs +19.4% in previous half-year and historical rate +23.5%)
- EBITDA +93.7% YoY (vs +15.4% in previous half-year and historical rate +43.7%)
- EBITDA margin 17.0% increased compared to 12.0% same period last year
- Net Debt increased by 10.9 bln rubles over the past reporting period (25.1% of market cap)
- FCF (LTM) -5.2 bln RUB (negative), 11.9% of market cap
- EV/EBITDA multiple is 4.9x compared to historical level (50th percentile) of 5.8x
------------------------------------------------
2022-08-25
#MVID #reports
M Video reported for 2022 H1:
- Revenue +1.5% YoY (vs +8.1% in previous half-year and historical rate +10.3%)
- EBITDA margin 3.2% increased compared to -0.7% same period last year
- Net Debt increased by 10.8 bln rubles over the past reporting period (27.5% of market cap)
- FCF (LTM) +2.4 bln RUB (positive), 6.1% of market cap
------------------------------------------------
2022-08-24
#GCHE #reports
Cherkizovo reported for 2022 q1:
- Revenue +11.8% YoY (vs +33.5% in previous quarter and historical rate +16.0%)
- EBITDA -4.4% YoY (vs +35.5% in previous quarter and historical rate +16.9%)
- EBITDA margin 13.9% decreased compared to 16.3% same period last year
- Net Debt increased by 8.9 bln rubles over the past reporting period (7.4% of market cap)
- FCF (LTM) -19.1 bln RUB (negative), 15.8% of market cap
- EV/EBITDA multiple is 7.0x compared to historical level (50th percentile) of 6.5x
------------------------------------------------
2022-08-24
#GCHE #reports
Cherkizovo reported for 2022 q2:
- Revenue +11.8% YoY (vs +33.5% in previous quarter and historical rate +16.0%)
- EBITDA -4.4% YoY (vs +35.5% in previous quarter and historical rate +16.9%)
- EBITDA margin 13.9% decreased compared to 16.3% same period last year
- Net Debt increased by 8.9 bln rubles over the past reporting period (7.4% of market cap)
- FCF (LTM) -19.1 bln RUB (negative), 15.8% of market cap
- EV/EBITDA multiple is 7.1x compared to historical level (50th percentile) of 6.5x
------------------------------------------------
2022-08-23
#OZON #reports
OZON reported for 2022 q2:
- Revenue +58.1% YoY (vs +90.3% in previous quarter and historical rate +72.1%)
- EBITDA margin -5.0% increased compared to -27.6% same period last year
- Net Debt increased by 21.7 bln rubles over the past reporting period (7.9% of market cap)
- FCF (LTM) -106.2 bln RUB (negative), 38.6% of market cap
------------------------------------------------
2022-08-19
#PHOR #reports
Phosagro reported for 2022 q1:
- Revenue +89.7% YoY (vs +92.1% in previous quarter and historical rate +37.7%)
- EBITDA +70.9% YoY (vs +98.1% in previous quarter and historical rate +58.6%)
- EBITDA margin 40.3% decreased compared to 44.7% same period last year
- Net Debt decreased by 45.8 bln rubles over the past reporting period (4.4% of market cap)
- FCF (LTM) +131.0 bln RUB (positive), 12.5% of market cap
- EV/EBITDA multiple is 4.3x compared to historical level (50th percentile) of 7.3x
------------------------------------------------
2022-08-19
#MGNT #reports
Magnit reported for 2022 q2:
- Revenue +38.7% YoY (vs +37.7% in previous quarter and historical rate +19.1%)
- EBITDA +40.3% YoY (vs +36.1% in previous quarter and historical rate +22.6%)
- EBITDA margin 7.2% has not changed compared to 7.1% same period last year
- Net Debt decreased by 44.3 bln rubles over the past reporting period (8.3% of market cap)
- FCF (LTM) +3.8 bln RUB (positive), 0.7% of market cap
- EV/EBITDA multiple is 4.6x compared to historical level (50th percentile) of 6.2x
------------------------------------------------
2022-08-19
#PHOR #reports
Phosagro reported for 2022 q2:
- Revenue +89.7% YoY (vs +92.1% in previous quarter and historical rate +37.7%)
- EBITDA +70.9% YoY (vs +98.1% in previous quarter and historical rate +58.6%)
- EBITDA margin 40.3% decreased compared to 44.7% same period last year
- Net Debt decreased by 45.8 bln rubles over the past reporting period (4.3% of market cap)
- FCF (LTM) +131.0 bln RUB (positive), 12.4% of market cap
- EV/EBITDA multiple is 4.4x compared to historical level (50th percentile) of 7.3x
------------------------------------------------
2022-08-19
#MTSS #reports
MTS reported for 2022 q2:
- Revenue +0.6% YoY (vs +8.5% in previous quarter and historical rate +2.9%)
- EBITDA -9.3% YoY (vs +2.0% in previous quarter and historical rate +2.5%)
- EBITDA margin 40.6% decreased compared to 45.0% same period last year
- Net Debt decreased by 12.1 bln rubles over the past reporting period (2.5% of market cap)
- FCF (LTM) +1.7 bln RUB (positive), 0.4% of market cap
- EV/EBITDA multiple is 4.0x compared to historical level (50th percentile) of 4.5x
------------------------------------------------
2022-08-14
#VKCO #reports
VK company reported for 2022 q2:
- Revenue +3.9% YoY (vs +9.2% in previous quarter and historical rate +17.6%)
- EBITDA -36.9% YoY (vs -51.2% in previous quarter and historical rate +9.6%)
- EBITDA margin 13.5% decreased compared to 22.2% same period last year
- Net Debt decreased by 8.0 bln rubles over the past reporting period (9.2% of market cap)
- FCF (LTM) -22.2 bln RUB (negative), 25.5% of market cap
- EV/EBITDA multiple is 5.8x compared to historical level (50th percentile) of 11.9x
------------------------------------------------
2022-08-12
#RASP #reports
Raspadskaya reported for 2022 H1:
- Revenue +154.2% YoY (vs +378.1% in previous half-year and historical rate +65.0%)
- EBITDA +253.6% YoY (vs +1294.4% in previous half-year and historical rate +103.0%)
- EBITDA margin 62.3% increased compared to 44.8% same period last year
- Net Debt decreased by 11.0 bln rubles over the past reporting period (5.6% of market cap)
- FCF (LTM) +41.2 bln RUB (positive), 20.9% of market cap
- EV/EBITDA multiple is 1.2x compared to historical level (50th percentile) of 3.5x
------------------------------------------------
2022-08-11
#SGZH #reports
Segezha Group reported for 2021 q3:
- Revenue +95.6% YoY (vs +28.7% in previous quarter and historical rate +33.8%)
- EBITDA +133.8% YoY (vs +16.3% in previous quarter and historical rate +71.2%)
- EBITDA margin 33.0% increased compared to 27.6% same period last year
- Net Debt increased by 33.3 bln rubles over the past reporting period (27.8% of market cap)
- FCF (LTM) -56.3 bln RUB (negative), 47.1% of market cap
- EV/EBITDA multiple is 6.6x compared to historical level (50th percentile) of 8.4x
------------------------------------------------
2022-08-11
#SGZH #reports
Segezha Group reported for 2021 q4:
- Revenue +95.6% YoY (vs +28.7% in previous quarter and historical rate +33.8%)
- EBITDA +133.8% YoY (vs +16.3% in previous quarter and historical rate +71.2%)
- EBITDA margin 33.0% increased compared to 27.6% same period last year
- Net Debt increased by 33.3 bln rubles over the past reporting period (28.1% of market cap)
- FCF (LTM) -56.3 bln RUB (negative), 47.6% of market cap
- EV/EBITDA multiple is 6.5x compared to historical level (50th percentile) of 8.4x
------------------------------------------------
2022-08-10
#SGZH #reports
Segezha Group reported for 2022 q1:
- Revenue +95.6% YoY (vs +28.7% in previous quarter and historical rate +33.8%)
- EBITDA +133.8% YoY (vs +16.3% in previous quarter and historical rate +71.2%)
- EBITDA margin 33.0% increased compared to 27.6% same period last year
- Net Debt increased by 33.3 bln rubles over the past reporting period (28.1% of market cap)
- FCF (LTM) -56.3 bln RUB (negative), 47.6% of market cap
- EV/EBITDA multiple is 6.5x compared to historical level (50th percentile) of 8.4x
------------------------------------------------
2022-08-09
#AGRO #reports
Rusagro reported for 2022 q2:
- Revenue +20.7% YoY (vs +23.2% in previous quarter and historical rate +27.5%)
- EBITDA +24.6% YoY (vs +51.2% in previous quarter and historical rate +44.2%)
- EBITDA margin 20.8% increased compared to 20.1% same period last year
- Net Debt increased by 7.8 bln rubles over the past reporting period (7.3% of market cap)
- FCF (LTM) -42.4 bln RUB (negative), 39.8% of market cap
- EV/EBITDA multiple is 4.3x compared to historical level (50th percentile) of 5.8x
------------------------------------------------
2022-08-03
#GMKN #reports
Nornickel reported for 2022 H1:
- Revenue +4.4% YoY (vs -0.5% in previous half-year and historical rate +20.3%)
- EBITDA -12.3% YoY (vs -15.8% in previous half-year and historical rate +34.1%)
- EBITDA margin 54.4% decreased compared to 64.8% same period last year
- Net Debt increased by 157.9 bln rubles over the past reporting period (6.9% of market cap)
- FCF (LTM) +447.6 bln RUB (positive), 19.6% of market cap
- EV/EBITDA multiple is 3.9x compared to historical level (50th percentile) of 8.3x
------------------------------------------------
2022-08-03
#FIVE #reports
X5 Retail Group reported for 2022 q2:
- Revenue +18.6% YoY (vs +19.1% in previous quarter and historical rate +13.6%)
- EBITDA +39.7% YoY (vs +19.6% in previous quarter and historical rate +15.0%)
- EBITDA margin 9.5% increased compared to 8.1% same period last year
- Net Debt decreased by 74.8 bln rubles over the past reporting period (20.8% of market cap)
- FCF (LTM) +67.9 bln RUB (positive), 18.9% of market cap
- EV/EBITDA multiple is 3.1x compared to historical level (50th percentile) of 6.2x
------------------------------------------------
2022-08-03
#GMKN #reports
Nornickel reported for 2022 H2:
- Revenue +4.4% YoY (vs -0.5% in previous half-year and historical rate +20.3%)
- EBITDA -12.3% YoY (vs -15.8% in previous half-year and historical rate +34.1%)
- EBITDA margin 54.4% decreased compared to 64.8% same period last year
- Net Debt increased by 157.9 bln rubles over the past reporting period (6.7% of market cap)
- FCF (LTM) +447.6 bln RUB (positive), 19.0% of market cap
- EV/EBITDA multiple is 4.0x compared to historical level (50th percentile) of 8.3x
------------------------------------------------
2022-07-26
#YNDX #reports
Yandex reported for 2022 q2:
- Revenue +44.7% YoY (vs +44.9% in previous quarter and historical rate +43.2%)
- EBITDA +1692.9% YoY (vs -167.2% in previous quarter and historical rate -20.5%)
- EBITDA margin 14.0% increased compared to 1.1% same period last year
- Net Debt decreased by 42.7 bln rubles over the past reporting period (6.1% of market cap)
- FCF (LTM) -127.8 bln RUB (negative), 18.4% of market cap
- EV/EBITDA multiple is 44.8x compared to historical level (50th percentile) of 41.4x
------------------------------------------------
2022-06-10
#AFKS #reports
Sistema reported for 2022 q1:
- Revenue +26.2% YoY (vs +16.7% in previous quarter and historical rate +7.1%)
- EBITDA +22.0% YoY (vs +13.0% in previous quarter and historical rate +1.9%)
- EBITDA margin 32.1% decreased compared to 33.2% same period last year
- Net Debt decreased by 44.1 bln rubles over the past reporting period (37.0% of market cap)
- FCF (LTM) -66.9 bln RUB (negative), 56.1% of market cap
- EV/EBITDA multiple is 4.4x compared to historical level (50th percentile) of 4.8x
------------------------------------------------
2022-06-01
#HYDR #reports
Rushydro reported for 2021 q4:
- Revenue +5.5% YoY (vs +5.2% in previous quarter and historical rate +4.6%)
- EBITDA -0.5% YoY (vs -299.9% in previous quarter and historical rate -8.9%)
- EBITDA margin 28.1% decreased compared to 29.8% same period last year
- Net Debt decreased by 14.1 bln rubles over the past reporting period (3.9% of market cap)
- FCF (LTM) +10.8 bln RUB (positive), 3.0% of market cap
- EV/EBITDA multiple is 5.2x compared to historical level (50th percentile) of 5.2x
------------------------------------------------
2022-06-01
#HYDR #reports
Rushydro reported for 2022 q1:
- Revenue +5.5% YoY (vs +5.2% in previous quarter and historical rate +4.6%)
- EBITDA -0.5% YoY (vs -299.9% in previous quarter and historical rate -8.9%)
- EBITDA margin 28.1% decreased compared to 29.8% same period last year
- Net Debt decreased by 14.1 bln rubles over the past reporting period (3.9% of market cap)
- FCF (LTM) +10.8 bln RUB (positive), 3.0% of market cap
- EV/EBITDA multiple is 5.2x compared to historical level (50th percentile) of 5.2x
------------------------------------------------
2022-05-31
#TTLK #reports
Tattelecom reported for 2021 H2:
- Revenue -0.8% YoY (vs +4.0% in previous half-year and historical rate +2.7%)
- EBITDA -14.1% YoY (vs +42.3% in previous half-year and historical rate +20.3%)
- EBITDA margin 39.2% decreased compared to 45.3% same period last year
- Net Debt decreased by 0.6 bln rubles over the past reporting period (6.2% of market cap)
- FCF (LTM) +1.9 bln RUB (positive), 18.5% of market cap
- EV/EBITDA multiple is 1.9x compared to historical level (50th percentile) of 2.4x
------------------------------------------------
2022-05-31
#OZON #reports
OZON reported for 2022 q1:
- Revenue +90.3% YoY (vs +75.6% in previous quarter and historical rate +73.6%)
- EBITDA margin -18.4% decreased compared to -16.8% same period last year
- Net Debt increased by 40.4 bln rubles over the past reporting period (25.5% of market cap)
- FCF (LTM) -108.4 bln RUB (negative), 68.4% of market cap
------------------------------------------------
2022-05-27
#OGKB #reports
OGK-2 reported for 2022 q1:
- Revenue +7.4% YoY (vs +16.1% in previous quarter and historical rate +1.6%)
- EBITDA -2.2% YoY (vs -264.5% in previous quarter and historical rate -7.7%)
- EBITDA margin 32.0% decreased compared to 35.1% same period last year
- EV/EBITDA multiple is 5.1x compared to historical level (50th percentile) of 3.7x
------------------------------------------------
2022-05-24
#SMLT #reports
Samolet reported for 2021 H2:
- Revenue +59.3% YoY (vs +46.7% in previous half-year and historical rate +34.0%)
- EBITDA +78.9% YoY (vs +40.1% in previous half-year and historical rate +85.8%)
- EBITDA margin 18.3% increased compared to 16.3% same period last year
- Net Debt increased by 74.7 bln rubles over the past reporting period (51.8% of market cap)
- FCF (LTM) -99.8 bln RUB (negative), 69.3% of market cap
- EV/EBITDA multiple is 18.7x compared to historical level (50th percentile) of 19.7x
------------------------------------------------
2022-05-24
#QIWI #reports
QIWI reported for 2022 q1:
- Revenue +5.2% YoY (vs -14.8% in previous quarter and historical rate +8.9%)
- Net Income +30.7% YoY (vs -27.0% in previous quarter and historical rate +40.8%)
- Net Income 37.9% increased compared to 30.5% same period last year
- P/E multiple is 1.9x compared to historical level (50th percentile) of 4.2x
------------------------------------------------
2022-05-20
#SGZH #reports
Segezha Group reported for 2021 H2:
- Revenue +31.8% YoY (vs +36.7% in previous half-year and historical rate +26.1%)
- EBITDA +43.1% YoY (vs +112.2% in previous half-year and historical rate +51.1%)
- EBITDA margin 32.3% increased compared to 29.7% same period last year
- Net Debt increased by 42.4 bln rubles over the past reporting period (30.0% of market cap)
- FCF (LTM) -22.9 bln RUB (negative), 16.2% of market cap
- EV/EBITDA multiple is 7.7x compared to historical level (50th percentile) of 8.2x
------------------------------------------------
2022-05-19
#MTSS #reports
MTS reported for 2022 q1:
- Revenue +8.5% YoY (vs +7.5% in previous quarter and historical rate +3.7%)
- EBITDA +1.6% YoY (vs +7.9% in previous quarter and historical rate +5.6%)
- EBITDA margin 40.9% decreased compared to 43.6% same period last year
- Net Debt increased by 43.0 bln rubles over the past reporting period (8.9% of market cap)
- FCF (LTM) -12.3 bln RUB (negative), 2.6% of market cap
- EV/EBITDA multiple is 4.0x compared to historical level (50th percentile) of 4.5x
------------------------------------------------
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
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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
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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
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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
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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
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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
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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
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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
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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