Companies
Milkiland (MLK PW)
*Data available to Dragon Capital's institutional clients only.
Business Profile
Milkiland is a diversified dairy producer operating in Russia and Ukraine. The company operates 10 dairy plants in Ukraine with total raw milk processing capacity of 935 kt p.a. and the Ostankino dairy plant in Russia with 175 kt p.a. capacity. Milkiland is the fourth largest dairy producer in the CIS in terms of capacity and revenues after Danone-Unimilk, WBD and Vamin.
Financial Summary
| Indicator | 2009 | 2010 | 2011E | 2012E | 2013F |
| Sales ($m) | 279 | 343 | **** | **** | **** |
| EBITDA ($m) | 42 | 59 | **** | **** | **** |
| Net Income ($m) | 11 | 29 | **** | **** | **** |
| Net Debt ($m) | 124 | 56 | **** | **** | **** |
Valuation Summary
| Indicator | 2009 | 2010 | 2011E | 2012E | 2013F |
| P/E | 12.5 | 4.9 | **** | **** | **** |
| P/Sales | 0.51 | 0.42 | **** | **** | **** |
| EV/EBITDA | 6.4 | 3.4 | **** | **** | **** |
| P/Book | 1.98 | 0.87 | **** | **** | **** |
Prices are quoted in UAH.
*Data available to Dragon Capital's institutional clients only.