공시 • Jun 02
PAO Sovcomflot, Annual General Meeting, Jun 30, 2025 PAO Sovcomflot, Annual General Meeting, Jun 30, 2025. 공시 • Jun 05
PAO Sovcomflot, Annual General Meeting, Jun 30, 2024 PAO Sovcomflot, Annual General Meeting, Jun 30, 2024. Board Change • Apr 27
Less than half of directors are independent There are 7 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Director Olga Dergunova was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Board Change • Mar 28
Less than half of directors are independent There are 7 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Director Olga Dergunova was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. 공시 • Mar 07
PAO Sovcomflot(MISX:FLOT) dropped from FTSE All-World Index (USD) PAO Sovcomflot(MISX:FLOT) dropped from FTSE All-World Index (USD) Valuation Update With 7 Day Price Move • Feb 24
Investor sentiment deteriorated over the past week After last week's 42% share price decline to ₽39.31, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 5x in the Oil and Gas industry in Russia. Total loss to shareholders of 53% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₽32.92 per share. Major Estimate Revision • Jan 11
Consensus EPS estimates fall by 50% The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from US$1.16b to US$1.12b. EPS estimate also fell from US$0.04 per share to US$0.02 per share. Net income forecast to grow 220% next year vs 32% growth forecast for Oil and Gas industry in Russian Federation. Consensus price target broadly unchanged at ₽126. Share price was steady at ₽76.26 over the past week. Reported Earnings • Nov 17
Third quarter 2021 earnings released: EPS US$0.007 (vs US$0.012 in 3Q 2020) The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: US$400.2m (up 15% from 3Q 2020). Net income: US$15.8m (down 34% from 3Q 2020). Profit margin: 3.9% (down from 6.9% in 3Q 2020). Reported Earnings • Aug 27
Second quarter 2021 earnings released: EPS US$0.006 (vs US$0.057 in 2Q 2020) The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$397.0m (down 13% from 2Q 2020). Net income: US$11.7m (down 90% from 2Q 2020). Profit margin: 2.9% (down from 24% in 2Q 2020). Executive Departure • Jun 19
Government Appointee Director Oksana Tarasenko has left the company On the 15th of June, Oksana Tarasenko's tenure as Government Appointee Director ended after 1.7 years in the role. We don't have any record of a personal shareholding under Oksana's name. A total of 7 executives have left over the last 12 months. The current median tenure of the management team is 10.50 years. Executive Departure • Jun 19
Government Appointee Director Yury Tsvetkov has left the company On the 15th of June, Yury Tsvetkov's tenure as Government Appointee Director ended after 2.0 years in the role. We don't have any record of a personal shareholding under Yury's name. A total of 7 executives have left over the last 12 months. The current median tenure of the management team is 10.50 years. Executive Departure • Jun 19
Government Appointee Director Viktor Ivanov has left the company On the 15th of June, Viktor Ivanov's tenure as Government Appointee Director ended. We don't have any record of a personal shareholding under Viktor's name. A total of 7 executives have left over the last 12 months. The current median tenure of the management team is 10.50 years. Major Estimate Revision • May 26
Consensus EPS estimates fall to US$0.067 The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from US$1.28b to US$1.21b. EPS estimate also fell from US$0.11 to US$0.067. Net income forecast to grow 16% next year vs 35% growth forecast for Oil and Gas industry in Russian Federation. Consensus price target broadly unchanged at ₽118. Share price was steady at ₽90.86 over the past week. Major Estimate Revision • Mar 22
Consensus EPS estimates fall to US$0.11 The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from US$1.39b to US$1.28b. EPS estimate also fell from US$0.12 to US$0.11. Net income forecast to shrink 5.7% next year vs 26% growth forecast for Oil and Gas industry in Russian Federation . Consensus price target broadly unchanged at ₽123. Share price was steady at ₽90.30 over the past week. Reported Earnings • Mar 16
Full year 2020 earnings released: EPS US$0.13 (vs US$0.11 in FY 2019) The company reported a decent full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: US$1.65b (flat on FY 2019). Net income: US$267.3m (up 21% from FY 2019). Profit margin: 16% (up from 13% in FY 2019). Is New 90 Day High Low • Feb 10
New 90-day low: ₽90.08 The company is down 7.0% from its price of ₽96.57 on 12 November 2020. The Russian market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Oil and Gas industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽49.56 per share.