Announcement • Jun 25
Public Joint Stock Company Rostelecom, Annual General Meeting, Jul 24, 2025 Public Joint Stock Company Rostelecom, Annual General Meeting, Jul 24, 2025. Announcement • Dec 25
Public Joint Stock Company Rostelecom (MISX:RTKM) acquired 37.50% stake in First Data, LLC. Public Joint Stock Company Rostelecom (MISX:RTKM) acquired 37.50% stake in First Data, LLC on December 23, 2024. Rostelecom also received the right to subsequently increase its stake to 75%.
For the period ending December 31, 2023, First Data, LLC reported total revenue of RUB 258.2 million and net income of RUB 16.7 million.
Public Joint Stock Company Rostelecom (MISX:RTKM) completed the acquisition of 37.50% stake in First Data, LLC on December 23, 2024. Announcement • Oct 04
Rostelecom Appoints Medvedev as New Chairman Rostelecom announced that its management board has elected Dmitry Medvedev chairman. Medvedev is currently deputy chairman of the Security Council of the Russian Federation and was president of Russia from 2008 to 2012. Announcement • Aug 14
Public Joint Stock Company Rostelecom, Annual General Meeting, Sep 16, 2024 Public Joint Stock Company Rostelecom, Annual General Meeting, Sep 16, 2024. Announcement • Oct 18
Public Joint Stock Company Rostelecom, Annual General Meeting, Nov 20, 2023 Public Joint Stock Company Rostelecom, Annual General Meeting, Nov 20, 2023. Announcement • May 05
Public Joint Stock Company Rostelecom (MISX:RTKM) acquired remaining 49.9% stake in Inform LLC from PJSC LUKOIL (MISX:LKOH). Public Joint Stock Company Rostelecom (MISX:RTKM) acquired remaining 49.9% stake in Inform LLC from PJSC LUKOIL (MISX:LKOH) on May 3, 2023.
Public Joint Stock Company Rostelecom (MISX:RTKM) completed the acquisition of remaining 49.9% stake in Inform LLC from PJSC LUKOIL (MISX:LKOH) on May 3, 2023. Announcement • Jan 31
Rostelecom Reportedly in Talks to Buy MegaFon from USM Public Joint Stock Company Rostelecom (MISX:RTKM) is holding negotiations to acquire Public Joint Stock Company MegaFon (MISX:MFON) from USM Holdings Limited with other investors also interested, business daily Kommersant reported on January 30, 2023 quoting sources. USM has already started restructuring its telecommunications assets, the daily said. A source close to USM said that the offers to buy MegaFon have been coming for years. “It is logical that there are always bidders for the company. Any offer, certainly, and sale options will be considered, but, of course, everything depends on conditions," the source said. The Federal Antimonopoly Service told the daily it has not received an application from Rostelecom to acquire MegaFon. Mobile Research Group leading analyst Eldar Murtazin told PRIME that the country's laws would hardly allow Rostelecom to acquire MegaFon that will result in creation of a monopolist and restriction of competition. “The deal is impossible in the framework of the existing laws," Murtazin said, adding that the limitation may be lifted in theory, but is complicated in practice. “If the government wanted to back its efforts in the telecoms sphere, it would be easier for them to buy any operator with the help of other firms. Creation of such a `champion' in Rostelecom is pointless," the analyst said. Price Target Changed • Jun 19
Price target decreased to ₽105 Down from ₽114, the current price target is an average from 3 analysts. New target price is 75% above last closing price of ₽59.83. Stock is down 41% over the past year. The company is forecast to post earnings per share of ₽12.73 for next year compared to ₽8.50 last year. Board Change • Apr 27
Less than half of directors are independent There are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director Anton Ustinov was the last independent director to join the board, commencing their role in 2020. 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 24
Less than half of directors are independent There are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director Anton Ustinov was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Reported Earnings • Mar 06
Full year 2021 earnings: EPS misses analyst expectations Full year 2021 results: EPS: ₽8.50 (up from ₽7.42 in FY 2020). Revenue: ₽580.1b (up 6.1% from FY 2020). Net income: ₽28.5b (up 23% from FY 2020). Profit margin: 4.9% (up from 4.3% in FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.5%. Over the next year, revenue is forecast to grow 4.3%, compared to a 13% growth forecast for the industry in Russia. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has fallen by 1% per year. Major Estimate Revision • Feb 16
Consensus forecasts updated The consensus outlook for 2021 has been updated. 2021 EPS estimate fell from ₽10.58 to ₽9.08 per share. Revenue forecast steady at ₽575.3b. Net income forecast to grow 37% next year vs 1.7% growth forecast for Telecom industry in Russian Federation. Consensus price target down from ₽119 to ₽115. Share price fell 2.6% to ₽72.43 over the past week. Reported Earnings • Nov 10
Third quarter 2021 earnings released: EPS ₽2.28 (vs ₽3.47 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: ₽141.2b (up 4.6% from 3Q 2020). Net income: ₽7.71b (down 34% from 3Q 2020). Profit margin: 5.5% (down from 8.7% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 9% per year. Reported Earnings • Aug 06
Second quarter 2021 earnings released: EPS ₽3.21 (vs ₽2.28 in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₽138.6b (up 8.9% from 2Q 2020). Net income: ₽10.7b (up 44% from 2Q 2020). Profit margin: 7.8% (up from 5.9% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth. Major Estimate Revision • Aug 05
Consensus forecasts updated The consensus outlook for 2021 has been updated. 2021 EPS estimate increased from ₽9.59 to ₽11.87. Revenue forecast steady at ₽575.1b. Net income forecast to grow 29% next year vs 8.0% growth forecast for Telecom industry in Russian Federation. Consensus price target of ₽115 unchanged from last update. Share price rose 2.9% to ₽96.51 over the past week. Executive Departure • Jul 06
Member of Audit Commission Anton Dmitriev has left the company On the 29th of June, Anton Dmitriev's tenure as Member of Audit Commission ended. We don't have any record of a personal shareholding under Anton's name. A total of 8 executives have left over the last 12 months. The current median tenure of the management team is 4.33 years. Executive Departure • Jul 06
Member of the Audit Commission Ilya Karpov has left the company On the 29th of June, Ilya Karpov's tenure as Member of the Audit Commission ended. We don't have any record of a personal shareholding under Ilya's name. A total of 8 executives have left over the last 12 months. The current median tenure of the management team is 4.33 years. Executive Departure • Jul 06
Director Alexey Ivanchenko has left the company On the 29th of June, Alexey Ivanchenko's tenure as Director ended after 2.0 years in the role. We don't have any record of a personal shareholding under Alexey's name. A total of 8 executives have left over the last 12 months. The current median tenure of the management team is 4.33 years. Reported Earnings • May 15
First quarter 2021 earnings released: EPS ₽3.46 (vs ₽2.91 in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ₽132.0b (up 8.5% from 1Q 2020). Net income: ₽11.6b (up 54% from 1Q 2020). Profit margin: 8.8% (up from 6.2% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Mar 10
Full year 2020 earnings released: EPS ₽7.42 (vs ₽6.38 in FY 2019) The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: ₽546.9b (up 62% from FY 2019). Net income: ₽23.3b (up 58% from FY 2019). Profit margin: 4.3% (down from 4.4% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth. Analyst Estimate Surprise Post Earnings • Mar 10
Revenue beats expectations, earnings disappoint Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) missed analyst estimates by 19%. Over the next year, revenue is forecast to grow 5.8%, compared to a 5.4% growth forecast for the Telecom industry in Russia. Is New 90 Day High Low • Feb 24
New 90-day high: ₽109 The company is up 15% from its price of ₽95.00 on 26 November 2020. The Russian market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Telecom industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽251 per share. Is New 90 Day High Low • Jan 22
New 90-day high: ₽102 The company is up 7.0% from its price of ₽95.50 on 23 October 2020. The Russian market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom 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 ₽200 per share. Is New 90 Day High Low • Jan 05
New 90-day high: ₽101 The company is up 6.0% from its price of ₽95.21 on 07 October 2020. The Russian market is up 14% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Telecom industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽198 per share. Is New 90 Day High Low • Nov 02
New 90-day low: ₽92.06 The company is down 1.0% from its price of ₽92.75 on 04 August 2020. The Russian market is down 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Telecom industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽211 per share. 