1. Russian Federation Stocks

  2. •

    Consumer Defensive

  3. •

    Packaged Foods
PJSC Cherkizovo Group

PJSC Cherkizovo Group

GCHE.ME
PJSC Cherkizovo GroupRU flagMoscow Stock Exchange
2,996.00
RUB
-9.00
- -
122.98BMarket Cap
PJSC Cherkizovo Group
GCHE.ME
(Moscow Stock Exchange)

Recent

price

2,996.00

P/E

ratio

- -

div

yld

- -

ROIC.AI

2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
TTM
FRC
826.01
713.75
844.75
1,096.71
1,099.93
1,241.25
1,565.95
1,756.51
1,879.29
2,115.63
2,446.51
2,926.13
3,137.94
3,902.26
4,376.83
5,369.54
3,848.47
Revenue per Share
54.18
83.65
102.67
101.23
157.75
48.35
376.05
136.98
43.76
135.65
292.45
164.47
369.75
411.67
351.87
782.86
411.67
Basic EPS, GAAP
-34.93
12.3
-3.47
7.74
34.27
9.66
115.75
-107.09
5.55
64.6
111.21
181.74
162.57
123.05
222.21
31.05
123.05
Free Cash Flow per Basic Share
0.03
- -
- -
- -
- -
- -
34.52
77.36
22.77
80.78
95.55
150.46
109.7
219.26
148.42
118.42
85.27
Dividend per Share
125.26
208.71
314.54
334.36
505.8
536.11
1,002.68
1,062.2
1,083.19
1,165.81
1,411.36
1,425.37
1,685.41
1,884.11
2,045.18
2,704.58
1,884.11
Book Value per Share
264.42
341.12
436.65
502.05
648.67
689.55
1,105.31
1,162.63
1,175.07
1,157.87
1,389.55
1,396.47
1,648.01
1,833.48
2,000.04
2,655.44
1,833.48
Tangible Book Value per Share
42
43
43
43
43
44
44
44
44
43
41
41
41
41
42
42
41
Basic Weighted Avg Shares
34,466
30,711
36,348
47,108
47,701
54,420
68,668
77,033
82,417
90,465
100,422
120,109
128,803
160,176
184,344
226,713
157,968
Sales/Revenue/Turnover
9.27
13.73
14.08
11.74
15.34
6.13
27.38
13.19
7.59
11.97
16.8
10.18
15.55
14.23
11.52
20.37
14.43
Operating Margin (%)
1,353
1,246
1,549
2,260
2,464
3,021
3,482
3,827
4,660
5,153
6,045
7,818
8,235
8,703
11,367
14,198
8,703
Depreciation Expense
2,261
3,599
4,418
4,348
6,841
2,120
16,490
6,007
1,919
5,800
12,004
6,751
15,177
16,898
14,820
33,054
16,898
Net Income, GAAP
1.78
- -
2.7
4.05
- -
3.19
- -
- -
3.72
5.16
- -
0.69
- -
0.92
3.52
9.26
0.92
Effective Tax Rate (%)
6.56
11.72
12.15
9.23
14.34
3.9
24.01
7.8
2.33
6.41
11.95
5.62
11.78
10.55
8.04
14.58
10.7
Profit Margin (%)
723
3,739
4,934
1,124
5
1,161
5,553
2,183
5,480
-2,392
6,311
3,857
6,778
3,750
-5,283
-1,294
3,750
Working Capital
9,623
13,508
14,252
19,557
16,182
17,225
14,285
16,119
24,470
30,603
44,643
43,941
43,486
44,074
54,528
52,733
44,074
LT Debt
12,563
16,202
20,499
23,452
30,023
32,172
50,539
53,149
54,040
52,780
60,809
61,284
71,902
80,316
91,957
119,982
80,316
Total Equity
11.57
- -
13.46
11.61
- -
5.47
- -
- -
6.39
10.42
- -
9.4
- -
14.39
10.37
17.9
14.39
Return on Invested Capital (%)
13.63
- -
15.6
12.47
- -
5.68
- -
- -
7.12
10.03
- -
10
- -
14.74
12.62
19.72
14.74
Return on Capital (%)
59.08
50.67
39.24
31.17
37.7
9.33
48.88
13.27
4.08
11.92
22.27
11.6
23.77
23.07
18.13
33
23.07
Return on Common Equity (%)

Capital Structure

FRC

•

in mil. unless spec.
Jun'21
Sep'21
Dec'21
ST Debt
39,784
47,144
43,667
LT Borrowings
39,585
34,116
41,264
LT Finance Leases
1,910
2,481
2,810
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
41
41
41
Market Capitalization
91,576
120,268
120,842

Working Capital

FRC

•

in mil. unless spec.
Jun'21
Sep'21
Dec'21
Total Current Assets
70,351
71,672
72,819
Cash, Cash Equivalents & STI
9,494
10,506
11,525
Accounts Receivable, Net
6,277
6,729
8,708
Inventories
48,188
48,117
45,315
Total Current Liabilities
61,744
73,577
69,069
Payables & Accruals
- -
- -
- -
ST Debt
39,784
47,144
43,667
Deferred Revenue
- -
- -
- -

Growth Rates

FRC

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
15.16%
14.96%
30.48%
Free Cash Flow
192.94%
5.57%
-85.99%
Net Income, GAAP
105.86%
40.63%
123.04%
Sales/Revenue/Turnover
15.54%
17.85%
22.98%
Total Cash Common Dividend
- -
15.94%
-20.01%

Quarterly Revenue

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2021
33,291
39,773
39,504
45,400
160,176
2022
- -
- -
- -
- -
184,344
2023
- -
- -
- -
- -
226,713

Quarterly Earnings Per Share

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2021
159.43
- -
- -
- -
411.67
2022
- -
- -
- -
- -
351.87
2023
- -
- -
- -
- -
782.86

Quarterly Dividends Per Share

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2021
- -
- -
- -
- -
219.26
2022
- -
- -
- -
- -
148.42
2023
- -
- -
- -
- -
118.42
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Business
PJSC Cherkizovo Group operates as Russia's largest vertically integrated meat producer and feed manufacturer, encompassing grain storage, feed production, livestock breeding, slaughtering, meat processing, and distribution across poultry, pork, and processed meat segments. The company offers a broad portfolio of products including whole chickens and cuts, chilled and frozen poultry meat, ready-to-cook chicken items, sausages, ham, hot dogs, deli meats, cold cuts, minced meat, pork products, turkey, by-products, organic granular fertilizers, meat and bone meal, feather meal, blood meal, feeding fat, and compound feed, marketed under brands such as Cherkizovo, Petelinka, Kurinoye Tsarstvo, Chicken Kingdom, Pava-Pava, Imperia Vkusa, and Pit Product; it primarily serves federal retail chains, HoReCa clients, and export markets with operations concentrated in Russia including regions like Tyumen and Orenburg. Founded in 2005 through the merger of APC Cherkizovsky and APC Mikhaylovskiy and headquartered in Moscow, the company strengthened its market leadership by acquiring Ruscom LLC in the fourth quarter of 2024, adding 60 thousand tonnes of annual broiler capacity to claim the top position in Russia's broiler meat production per National Union of Poultry Farmers ratings, and by purchasing Venta-Oil LLC feed mill in Orenburg in March 2025 as part of a 47 billion ruble investment program up 39% year-over-year that emphasizes organic growth, M&A activity, and long-term strategic expansion.