Cherkizovo Group Announces Trading Update for Nine Months of 2013
OREANDA-NEWS. Cherkizovo Group (LSE:CHE), Russia’s leading integrated meat and fodder manufacturer, announces its operating results for the nine months of 2013.
Poultry Division
Sales volume in the Poultry division for the nine months of 2013 increased by 7% y-o-y to 251 429 tonnes of sellable weight compared to 236 080 tonnes for the nine months of 2012.
Prices in ruble terms increased by 1% y-o-y from 76.43 RUR/kg* for the nine months of 2012 to 76.78 RUR/kg for the nine months of 2013. Compared to the price of 76.34 RUR/kg in the second quarter of 2013, the price in the third quarter of 2013 increased by 1% to 77.09 RUR/kg.
Prices for poultry in dollar terms decreased by 1% y-o-y from USD 2.46/kg for the nine months of 2012 to USD 2.43/kg for the nine months of 2013. Compared to the price of USD 2.41/kg in the second quarter of 2013, the price in the third quarter of 2013 decreased by 3% to USD 2.35/kg.
Pork Division
Sales volume in the Pork division for the nine months of 2013 increased by 59% y-o-y to 111 689 tonnes of live weight, compared to 70 131 tonnes for the nine months of 2012.
Prices in ruble terms decreased by 23% y-o-y from 81.85 RUR/kg for the nine months of 2012 to 63.36 RUR/kg for the nine months of 2013. Compared to the price of 61.06 RUR/kg in the second quarter of 2013, the price in the third quarter of 2013 increased by 15% to 70.31 RUR/kg.
In dollar terms, price for pork decreased by 24% y-o-y from USD 2.63/kg for the nine months of 2012 to USD 2.00/kg for the nine months of 2013 (live weight). Compared to the price of USD 1.93/kg in the second quarter of 2013, the price in the third quarter of 2013 increased by 11% to USD 2.14/kg.
Meat Processing Division
Sales volume in the Meat Processing division increased by 6% y-o-y to 99 431 tonnes for the nine months of 2013 from 94 049 tonnes for the nine months of 2012.
Price in ruble terms was almost flat y-o-y: 146.49 RUR/kg for the nine months of 2012 vs 146.10 RUR/kg for the nine months of 2013. Compared to the price of 145.10 RUR/kg in the second quarter of 2013, the price in the third quarter of 2013 increased by 1% to 146.18 RUR/kg.
Prices in dollar terms decreased by 2% y-o-y to USD 4.62/kg for the nine months of 2013 compared to USD 4.71/kg for the nine months of 2012. Compared to the price of USD 4.59/kg in the second quarter of 2013, the price in the third quarter of 2013 decreased by 3% to USD 4.46/kg.
Grain Division
In October, Cherkizovo had almost completed harvesting in the Voronezh and Orel regions. As of October, 28 the Company harvested approximately 160 000 tonnes of grain, which is 40% higher that FY 2012 harvest (115 000 tonnes). In this agricultural season the Company sowed approximately 13 thousand hectares of winter crops and plans to sow about 27 thousand hectares under spring crops in spring 2014.
Sales volume in the Grain division increased by 11% y-o-y to 71 017 tonnes for the nine months of 2013 from 64 057 tonnes for the nine months of 2012. Wheat and barley accounted for 88% of sales for the nine months of 2013.
Prices in ruble terms decreased by 29% y-o-y from 7.96 RUR/kg for the nine months of 2012 to 5.66 RUR/kg for the nine months of 2013. Compared to the price of 8.59 RUR/kg in the second quarter of 2013, the price in the third quarter of 2013 decreased by 41% to 5.08 RUR/kg.
Prices in dollar terms decreased by 30% y-o-y from USD 0.26/kg for the nine months of 2012 to USD 0.18/kg for the nine months of 2013. Compared to the price of USD 0.27/kg in the second quarter of 2013, the price in the third quarter of 2013 decreased by 43% to USD 0.15/kg.
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