The ex-minister collected the bank – Newspaper Kommersant No. 167 (7368) dated 09/12/2022
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The largest deal with agricultural land since 2017 has closed in Russia. The structures connected with the agro-complex of the ex-head of the Ministry of Agriculture Alexander Tkachev bought out about 200 thousand hectares from the country’s second producer of sunflower oil – the Yug Rusi agricultural holding, increasing the land bank to 1.1 million hectares. As a result, the company may become the largest owner of agricultural land in the Russian Federation. For the “South of Russia”, the cultivation of raw materials can be considered a non-core business, the exit from which will not affect the main activity, experts believe.
Structures associated with the Agrocomplex. N. I. Tkachev, bought out the land bank of the Yug Rusi agricultural holding, three sources told Kommersant on the market.
We are talking about about 200 thousand hectares in the Rostov region, the Krasnodar region and the Volgograd region.
This information is confirmed by data from the Unified State Register of Legal Entities, where in August there was a record that the owner of 99.99% of the head structure of the agricultural division “South of Russia” LLC “Agrosoyuz Yug Rusi Holding” became LLC “Agrotechnologies” from Krasnodar. The founder and CEO of this company is Andrey Sheikin, who also acted as the head of the farm in the village of Vyselki, Krasnodar Territory, where the headquarters of the Agrocomplex im. N. I. Tkacheva.
“South of Russia” Sergey Kislov is the second producer of sunflower oil in Russia (brands Zolotaya Semechka, Avedov) with a share of 12%, follows from the report of the Rusagro group. It is also engaged in the production of flour, bakery products, grain exports, etc. Forbes estimated the revenue of Yug Rus in 2021 at 91.7 billion rubles.
Agrocomplex them. N. I. Tkacheva Former head of the Ministry of Agriculture Alexander Tkachev ranks second in the country in milk production, fourth in meat, and fifth in sugar. In 2021, revenue increased by 25.4% to RUB 71.81 billion. Net profit increased more than three times, to 8.6 billion rubles, follows from the reporting.
Kommersant’s interlocutors spoke about the interest of the agro-complex in the lands of the “South of Russia” back in the fall of 2021. Agrosoyuz Yug Rusi later stated that the information about the sale of land “does not correspond to reality”, and the company is interested in further development. On September 9, the Yug Rusi agricultural holding and the agricultural complex did not provide comments.
As Kommersant’s source in the industry notes, for sunflower processors, own production of raw materials does not provide noticeable advantages – “this is a complex separate business, and sunflower accounts for no more than 25% in the crop rotation structure.” At the same time, the cost of agricultural land is high today, another interlocutor of Kommersant says.
According to Sovecon, the assets of the South of Russia could cost 20-30 billion rubles. at the rate of 100-150 thousand rubles. for 1 ha.
Andrey Sizov, director of Sovecon, believes that in the context of limited exports of oilseeds, processors will not have a shortage of raw materials at low prices in the short term. According to Sovecon, purchase prices for a new sunflower crop start at 18,000 rubles. per ton at the current average cost of more than 25.6 thousand rubles. per ton.
As of May 2022, the agricultural complex ranked third in the ranking of the largest latifundists according to BEFL with 818 thousand hectares. Since then, the holding could gain control over the assets of RAV Agro (about 66 thousand hectares of land) and APH “Friendship of Peoples” (20 thousand ha). Thus, taking into account the deal with the Yug Rusi agricultural holding, the land bank of the agricultural complex can be estimated at 1.1 million hectares. This corresponds to the indicator of the current leader of the BEFL rating – ABH Miratorg Viktor and Alexander Linnikov.
Director General of the Institute for Agricultural Market Studies Dmitry Rylko says that the demand for agricultural land remains high: despite the declining profitability of crop production, investors believe in long-term prospects. BEFL Managing Director Vladislav Novoselov believes that the trend of increasing the land bank among the leaders of the BEFL rating will continue. Demand, among other things, supports the expectation of rising prices for land, as well as a small number of investment alternatives, he points out. At the same time, according to Andrei Sizov, “at a certain level, which, probably, large Russian agricultural holdings have already passed,” the increase in the land bank no longer “gives economies of scale, but complicates management.”
Yug Rus told Kommersant on Monday that the plant-growing division was, in fact, a non-core asset in relation to oil production, and its own harvest provided no more than 3-5% of the oil refineries’ capacity. The holding added that in order to improve the main activity, a number of measures are being taken to modernize oil plants and build new specialized industries, including the production of vegetable proteins and the creation of artificial intelligence in the raw material procurement system. Yug Rus added that, according to the Unified State Register of Legal Entities, Agrotechnologies is an independent company and is not included in large agricultural holdings.
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