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Investment case

Why invest in Rusagro Group

Vertically integrated business
Ingredient № 1

Vertical integration lies at the heart of the Rusagro Group business model. The Sugar, Meat, and Oil and Fats Businesses run fully integrated production, while the Agriculture Business provides them with the necessary raw materials.

By streamlining the raw material supply chain and improving quality control throughout the production process, as well as by integrating production, marketing, and logistics expenses, this business structure lowers production costs and increases Rusagro Group’s competitiveness. Among other things, the vertically integrated model allows us to accumulate margins within Group Rusagro during the periods of fluctuation in prices for raw materials and finished products.

Production chain

The entire beet crop grown is sent to the Company’s Sugar Business. The fields’ proximity to the production facilities reduces the cost of transportation and logistics. Beet processing produces by‑products such as pulp, molasses, raffinate, betaine and filter cake. The pulp and betaine are exported, filter cake is used as fertiliser, and molasses is subject to the desugarisation process to extract additional sugar. Sugar and cereals are marketed under in‑house brands. Furthermore, sugar is used by the combined Oil and Fats segment in some sauce recipes.

Some of the grain grown by the Company is sent to feed mills of the Meat Business. The breeding facility rears young animals and improves pig breeds, while the reproduction facility produces fattening pigs and replacement pigs for herd renewal. The meat processing plant produces finished products which are sold under in‑house brand. Waste products are processed further into feed, thus closing the production cycle.

The Oil and Fats Business uses soya and sunflower seeds supplied by the Agriculture Business to make oil. The oil is then sold in bulk to third‑party companies and is used at Rusagro Group’s oil and fats plants to produce own branded products. Part of the meal, which is a by‑product of the oil extraction process, is used as pig feed in the Meat Business. Industrial fats are used to produce spreads, sauces, cheese products, and soaps.

Other Rusagro Group facilities also produce pasta products. Dairy plants produce dairy products such as whey powder, cheese, butter and cream.

Business model

AGRICULTURE BUSINESS

  • Cultivation and sowing
  • Dressing and fertilising
Read more
  • Harvesting and storage
  • Product sales

OIL AND FATS BUSINESS

  • Production of consumer
    oil and fats and dairy products
  • Production of industrial
    fats and whey powder
  • Extraction of
    oil
  • Marketing
    and sales
Read more

MEAT BUSINESS

  • Production of
    feed
  • Pork
    by live weight
  • Slaughtering and
    deboning
  • Disposal of
    slaughter waste
  • Marketing
    and sales
Read more

SUGAR BUSINESS

  • Production of sugar
    from beet root
  • Production of sugar
    from the extract
  • Production of
    cereals
  • Marketing
    and sales
Read more

Sustained growth in financial performance
Ingredient № 2

The achievement of the Development Strategy’s top targets has allowed Rusagro Group to grow steadily.

We are actively expanding our production capacity through mergers and acquisitions, modernisation, and new construction projects. Together with innovation, staff development, and balanced financial management, Rusagro Group’s efforts to boost operational effectiveness and enhance its sales portfolio are yielding positive results.

Revenues, RUB bn
Investments, RUB bn
Adjusted EBITDA / Adjusted EBITDA margin
Debt load, Net debt / adjusted EBITDA

Product and geographic diversification
Ingredient № 3

In addition to providing prospects for business expansion, broad geographic and product diversification enables the Company to optimise sales and logistics while accounting for regional demand for specific product categories. Though Rusagro Group is primarily a raw materials company, with about 75% of its sales coming from the B2B segment, it implements projects to grow the B2C segment and expands the range of products, thus allowing for the addition of more marginal goods to the sales portfolio.

Rusagro Group’s assets are located in 15 regions of the Russian Federation, namely, the Belgorod, Tambov, Voronezh, Kursk, Orel, Sverdlovsk, Samara, Ulyanovsk, Saratov, Orenburg, Nizhny Novgorod, Volgograd, Tula Regions, the Republic of Bashkortostan, and Primorsky Territory. The Company is headquartered in the Tambov Region, with a separate division in Moscow.

Business review – key figures

6 oil extraction plants
6 oil and fats production plants
46 pig farms
4 meat processing assets
9 sugar plants

Structure of production capacities

0.8 mn ha
Land holding
1.0 mntpa
Sugar
1.1 mntpa
Raw oil
0.6 mntpa
Production of pork in live weight

Geography of assets by segment and region

Click on the numbers to view the information
Sugar
Agriculture
Oil and Fats
Meat
1,2
Tambov and Voronezh Regions
3
sugar plants
1
cereal plant
3
grain storage elevators
160
ths ha
10
pig farms
3
breeding farms
1
compound feed mill
1
slaughterhouse and meat processing plant
3
Saratov Region
2
grain storage elevators
7
ths ha of arable lands
1
grain storage elevator
1
oil and fats plant
2
oil extraction plants
4
Nizhny Novgorod
1
oil and fats plant
5
Republic of Bashkortostan
1
grain storage elevator
6
Samara Region
3
grain storage elevators
2
grain storage elevators
1
fats plant
1
creamery plant
1
oil extraction plant
7
Orel Region
1
sugar plant
1
grain storage elevator
47
ths ha of arable lands
8
Orenburg Region
1
grain storage elevator
2
grain storage elevators
1
oil extraction plant
9
Primorye Territory
87
ths ha of arable lands
6
pig farms
1
breeding farm
1
compound feed mill
1
slaughterhouse and meat processing plant
1
oil extraction and oil & fats plant
10
Kursk Region
2
sugar plants
29
ths ha of arable lands
11
Sverdlovsk Region
1
oil and fats plant
12
Tula Region
3
ths ha of arable lands
13
Ulyanovsk Region
1
dairy plant
14
Volgograd Region
1
grain storage elevator
1
oil extraction plant
15
Belgorod Region
3
sugar plants
2
grain storage elevators
370
ths ha of arable land
30
pig farms
2
pig breeding farms
5
compound feed mills
2
slaughterhouse and meat processing plants

Rusagro Group products

Sales mix

Industrial products B2B 75%

Sugar

  1. Sugar
  2. Betaine
  3. Molasses
  4. Pulp

Agriculture

  1. Sugar beet
  2. Grains
  3. Soybeans
  4. Sunflower seeds

Oil and Fats

  1. Vegetable oil
  2. Meal
  3. Dry industrial whey‑based mixes
  4. Industrial margarines and fats
  5. Food‑grade surfactants
  6. Fat products for HoReCa

Meat

  1. Pork in live weight
  2. Half‑carcasses
  3. Offcuts
  4. Industrial cuts
  5. Offal
  6. Meat & bone meal and blood meal
  7. Inedible fat
Consumer products B2C 25%

Sugar

  1. White sugar
  2. Brown sugar
  3. Coconut sugar
  4. Muscovado sugar
  5. Cereals

Oil and Fats

  1. Bottled vegetable oil
  2. Coconut oil
  3. Margarine and spreads
  4. Mayonnaise and sauces, including ketchups
  5. Cheeses
  6. Butter and spreads
  7. Clarified butters
  8. Cream
  9. Pasta products
  10. Soap and oleochemical products

Meat

  1. Large, portioned, small cuts
  2. Minced meat
  3. Sausages
  4. Skewered meat
  5. Marinated meat
  6. Chopped meat
  7. Ready‑to‑cook meet products

Rusagro Group brands

Oil and Fats BUSINESS




Sugar BUSINESS

Meat BUSINESS

Domestic market leadership and broad export potential
Ingredient № 4

Along with enhancing product quality and customer experience throughout all interactions, Rusagro Group continuously pursues a strategy to boost production capacity, which produces positive outcomes in all pivotal markets.

Sales mix by market in 2024

Sugar segment
Agriculture segment
Oil and Fats segment
Meat segment

Russian market share of Rusagro Group by segment

Source: public data, company data

Export footprint

Rusagro Group exports products to 36 countries and territories around the world.

South‑West Asia and CIS countries are the Company’s main trading partners.

97 RUB bn
Rusagro Group’s revenues from exports
28%
share of exports in Rusagro Group’s revenues
Export revenues by segment