Fitch: FSU Rail Companies Continue to Face Weak Market Fundamentals
Prospects of elevated inflation across the region will put further pressure on rated transport companies' margins. The ability to cut costs will be key to supporting margins and cash flows. Failure by the companies to maintain leverage below negative rating guidelines may result in the revisions of Outlooks or negative rating actions, particularly for companies that are not credit-linked to their government.
Most of the FSU rail companies' credit metrics are near or slightly over their current negative rating guidelines. Continued weak market fundamentals in 2016, with an increase in interest rates, would limit the potential for improvement in their credit profile.
The report, FSU Rail Transport Sector Outlook Negative, is available at www.fitchratings.com.
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