Ex-co-owner of Promsvyazbank Dmitry Ananyev, who is considered the beneficiary of the agricultural holding "White Bird", can give way to control over the company. As it became known, the business, whose value is estimated at 23 billion rubles., Interested in the structure associated with the family of the head of the Ministry of Agriculture Alexander Tkachev.
The assets of the agricultural holding "White Bird" are put up for sale, a source in the industry told Kommersant. This is also known to the interlocutor of Kommersant, close to the White Bird, and an official of one of the regions where the holding company's assets are located. According to one of the interlocutors of Kommersant, a major producer of broiler meat from Mari El - Akashevo holding, which is associated with the Agrocomplex im. NI Tkacheva (owned by the family of the head of the Ministry of Agriculture Alexander Tkachev). Representatives of Akashevo conduct an audit of the White Bird, he said. Another source of Kommersant knows of the interest of the agro-complex to the White Bird. "White Bird" and "Akashevo" did not respond to the query "b". The general director of the agro-complex Evgeny Hvorostin refused to comment on Tuesday.
The owner of the "White Bird" is Promsvyaz Capital B. B., formerly managed by the former owners of Promsvyazbank (DPB), Dmitry and Alexei Ananyev. After the introduction of the administration times in the PSB, Alexei Ananiev transferred his share in Promsvyaz Capital to his brother. In Promsvyaz Capital, information on the sale of the "White Bird" is not commented. "White Bird" was suspended and the holding reduced production and personnel. So, in the spring of 2018 the holding closed two feeding grounds in the Belgorod region, a representative of the regional government said.
The sale of the assets of the "White Bird" is primarily needed to pay off the debts of the owner of the holding, said President of Agrifood Strategies Albert Daveyev. According to SPARK-Interfax, in 2016 the total debt of the group exceeded 27.5 billion rubles. There is no data for 2017. PSB refused to answer questions about the debt of the "White Bird". "Rain" estimates the value of the entire business of the "White Bird" at about 23 billion rubles. without taking into account debt and depreciation. In his view, the largest value for a potential buyer is a complex in the Kursk region. Part of the Belgorod assets requires reconstruction, and Rostov sites have a number of technological problems, a lack of an expert.
According to Rosptitsesoyuz, in 2017, "White Bird" is occupied by 5% of the Russian market of broiler meat in physical terms (300 thousand tons in live weight). Agrocomplex them. Tkachev together with "Akashevo" for the same period produced 278.7 thousand tons of products. The purchase of the White Bird allows the Tkachev family to overtake the Resource (454,000 Tons) and enter the top three players on the market after Prioskolya (642,000 Tons) and the Cherkizovo group (615,000 Tons).
Agrocomplex may not be the only applicant for the assets of the "White Bird". According to Kommersant sources, Cherkizovo was also interested in the holding's site in Kursk. The group twice tried to negotiate a deal, but the talks did not succeed, one of the interlocutors of Kommersant tells. Another source of Kommersant is that the owners of the White Bird initially did not want to split up the business in case of a possible sale. Cherkizovo declined to comment. Group CEO Sergey Mikhailov said earlier that Cherkizovo was "perfectly positioned" to consolidate the market.
In the poultry industry of Russia there has not yet been a complete takeover of one company, but consolidation is expected in conditions of market saturation, said Head of the Center for Economic Forecasting of Gazprombank Daria Snitko. The last major transaction in the industry can be considered the purchase of Thai CP Foods poultry farms "Severnaya" and "Voiskovitsy" for $ 680 million in 2015, she recalls. The moment for the sale of poultry assets is right now: the prices for poultry meat are stagnating, and for grain - are growing, adds Ms. Snitko. So, according to "Cherkizovo", the average price of sales of products in 2017 decreased by 4%, to 88.84 rubles. per kg. Fodder wheat, according to the index "Proserno", on April 20 is 8.1 thousand rubles. per ton against 7,2 thousand rubles. a year earlier.