공지 • Mar 21
Public Joint-Stock Company PhosAgro, Annual General Meeting, May 29, 2025 Public Joint-Stock Company PhosAgro, Annual General Meeting, May 29, 2025. Location: leninsky prospect 55 1, moscow Russia 공지 • Feb 17
Public Joint-Stock Company PhosAgro, Annual General Meeting, Apr 09, 2025 Public Joint-Stock Company PhosAgro, Annual General Meeting, Apr 09, 2025. 공지 • Nov 07
Public Joint-Stock Company PhosAgro to Report Nine Months, 2024 Results on Nov 07, 2024 Public Joint-Stock Company PhosAgro announced that they will report nine months, 2024 results on Nov 07, 2024 공지 • May 31
Public Joint-Stock Company PhosAgro, Annual General Meeting, Jun 30, 2024 Public Joint-Stock Company PhosAgro, Annual General Meeting, Jun 30, 2024. 공지 • May 26
Public Joint-Stock Company PhosAgro to Report Q1, 2024 Results on May 27, 2024 Public Joint-Stock Company PhosAgro announced that they will report Q1, 2024 results on May 27, 2024 공지 • Apr 21
Public Joint-Stock Company PhosAgro to Report Q4, 2023 Results on Apr 26, 2024 Public Joint-Stock Company PhosAgro announced that they will report Q4, 2023 results on Apr 26, 2024 공지 • Feb 23
PhosAgro Global Depositary Receipts - Sponsored to be Deleted from OTC Equity Public Joint-Stock Company PhosAgro Global Depositary Receipts - Sponsored will be deleted from OTC Equity effective February 22, 2024, due to CUSIP Suspended. Upcoming Dividend • Jul 01
Upcoming dividend of ₽390 per share Eligible shareholders must have bought the stock before 08 July 2022. Payment date: 12 July 2022. Payout ratio and cash payout ratio are on the higher end at 88% and 94% respectively. Trailing yield: 11%. Lower than top quartile of Russian dividend payers (12%). Higher than average of industry peers (7.7%). Board Change • Apr 27
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 2 highly experienced directors. Independent Director Natalia Pashkevich was the last director to join the board, commencing their role in 2017. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Board Change • Mar 24
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 2 highly experienced directors. Independent Director Natalia Pashkevich was the last director to join the board, commencing their role in 2017. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Major Estimate Revision • Feb 26
Consensus forecasts updated The consensus outlook for 2022 has been updated. 2022 revenue forecast fell from ₽521.8b to ₽497.2b. EPS estimate rose from ₽1,261 to ₽1,831. Net income forecast to grow 66% next year vs 15% growth forecast for Chemicals industry in Russian Federation. Consensus price target down from ₽6,057 to ₽5,501. Share price fell 12% to ₽5,145 over the past week. Valuation Update With 7 Day Price Move • Feb 24
Investor sentiment deteriorated over the past week After last week's 26% share price decline to ₽4,378, the stock trades at a forward P/E ratio of 2x. Average forward P/E is 15x in the Chemicals industry in Europe. Total returns to shareholders of 128% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₽5,452 per share. Major Estimate Revision • Feb 19
Consensus EPS estimates increase by 45% The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from ₽488.8b to ₽527.6b. EPS estimate increased from ₽1,261 to ₽1,831 per share. Net income forecast to shrink 12% next year vs 14% growth forecast for Chemicals industry in Russian Federation . Consensus price target broadly unchanged at ₽5,597. Share price was steady at ₽5,870 over the past week. Major Estimate Revision • Feb 17
Consensus forecasts updated The consensus outlook for 2022 has been updated. 2022 revenue forecast increased from ₽416.5b to ₽477.2b. EPS estimate unchanged from ₽1,282 at last update. Chemicals industry in Russian Federation expected to see average net income growth of 15% next year. Consensus price target reaffirmed at ₽5,475. Share price was steady at ₽5,926 over the past week. Reported Earnings • Feb 12
Full year 2021 earnings: EPS and revenues exceed analyst expectations Full year 2021 results: EPS: ₽1,002 (up from ₽131 in FY 2020). Revenue: ₽420.5b (up 66% from FY 2020). Net income: ₽129.7b (up ₽112.8b from FY 2020). Profit margin: 31% (up from 6.7% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 7.1%. Earnings per share (EPS) also surpassed analyst estimates by 6.2%. Over the next year, revenue is forecast to grow 3.2%, compared to a 15% growth forecast for the industry in Russia. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth. Major Estimate Revision • Feb 11
Consensus forecasts updated The consensus outlook for 2022 has been updated. 2022 revenue forecast increased from ₽409.3b to ₽473.3b. EPS estimate unchanged from ₽1,282 at last update. Chemicals industry in Russian Federation expected to see average net income growth of 15% next year. Consensus price target reaffirmed at ₽5,475. Share price rose 13% to ₽5,936 over the past week. Upcoming Dividend • Dec 10
Upcoming dividend of ₽234 per share Eligible shareholders must have bought the stock before 17 December 2021. Payment date: 21 December 2021. Payout ratio is a comfortable 72% and this is well supported by cash flows. Trailing yield: 5.3%. Lower than top quartile of Russian dividend payers (8.2%). Higher than average of industry peers (4.0%). Reported Earnings • Nov 12
Third quarter 2021 earnings released: EPS ₽303 (vs ₽10.19 loss in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₽116.3b (up 64% from 3Q 2020). Net income: ₽39.2b (up ₽40.5b from 3Q 2020). Profit margin: 34% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 32% per year. Upcoming Dividend • Sep 16
Upcoming dividend of ₽156 per share Eligible shareholders must have bought the stock before 23 September 2021. Payment date: 27 September 2021. Trailing yield: 5.9%. Lower than top quartile of Russian dividend payers (8.1%). Higher than average of industry peers (2.4%). Reported Earnings • Aug 08
Second quarter 2021 earnings released: EPS ₽234 (vs ₽161 in 2Q 2020) The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: ₽88.7b (up 48% from 2Q 2020). Net income: ₽30.3b (up 45% from 2Q 2020). Profit margin: 34% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth. Major Estimate Revision • Aug 07
Consensus forecasts updated The consensus outlook for 2021 has been updated. 2021 revenue forecast increased from ₽325.4b to ₽393.0b. EPS estimate unchanged from ₽524 at last update. Chemicals industry in Russian Federation expected to see average net income growth of 17% next year. Consensus price target broadly unchanged at ₽4,045. Share price was steady at ₽4,573 over the past week. Upcoming Dividend • Jun 25
Upcoming dividend of ₽105 per share Eligible shareholders must have bought the stock before 02 July 2021. Payment date: 06 July 2021. Trailing yield: 6.2%. Lower than top quartile of Russian dividend payers (7.7%). Higher than average of industry peers (4.1%). Upcoming Dividend • May 28
Upcoming dividend of ₽63.00 per share Eligible shareholders must have bought the stock before 04 June 2021. Payment date: 08 June 2021. Trailing yield: 6.4%. Lower than top quartile of Russian dividend payers (8.0%). Higher than average of industry peers (4.3%). Reported Earnings • May 21
First quarter 2021 earnings released: EPS ₽142 (vs ₽120 loss in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ₽87.6b (up 37% from 1Q 2020). Net income: ₽18.4b (up ₽33.9b from 1Q 2020). Profit margin: 21% (up from net loss in 1Q 2020). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Feb 20
Full year 2020 earnings released: EPS ₽131 (vs ₽381 in FY 2019) The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: ₽253.9b (up 2.3% from FY 2019). Net income: ₽16.9b (down 66% from FY 2019). Profit margin: 6.7% (down from 20% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings. Analyst Estimate Surprise Post Earnings • Feb 20
Revenue and earnings miss expectations Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) also missed analyst estimates by 11%. Over the next year, revenue is forecast to grow 13%, compared to a 3.2% growth forecast for the Chemicals industry in Russia. Is New 90 Day High Low • Feb 15
New 90-day high: ₽3,717 The company is up 21% from its price of ₽3,084 on 17 November 2020. The Russian market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽2,498 per share. Major Estimate Revision • Feb 10
Analysts update estimates The 2020 consensus earning per share (EPS) estimate increased from ₽215 to ₽258. Revenue estimate for the same period was approximately flat at ₽260.9b. Net income is expected to grow by 356% next year compared to 25% growth forecast for the Chemicals industry in Russian Federation. The consensus price target was lowered from ₽50.69 to ₽47.62. Share price is down by 1.1% to ₽3,622 over the past week. Major Estimate Revision • Nov 08
Analysts update estimates The 2020 consensus earning per share (EPS) estimate increased from ₽226 to ₽249. Revenue estimate for the same period was approximately flat at ₽255.7b. Net income is expected to grow by 73% next year compared to 13% growth forecast for the Chemicals industry in Russian Federation. The consensus price target was lowered from ₽43.38 to ₽43.27. Share price is up 5.5% to ₽2,974 over the past week. Is New 90 Day High Low • Nov 07
New 90-day high: ₽2,974 The company is up 11% from its price of ₽2,680 on 07 August 2020. The Russian market is down 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽3,489 per share. Is New 90 Day High Low • Sep 28
New 90-day high: ₽2,821 The company is up 7.0% from its price of ₽2,643 on 30 June 2020. The Russian market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽2,189 per share.