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Promomed (PRMD) RUB

At a glance: strengths & risks
✓Revenue growing (+75%)✓Profit growing (+149%)✓Margins improving (37%→41%)✓Cheaper than own history (P/E 10.8 vs avg 19.0)

Sector: Healthcare

RU_PRMD

Price chart

365.4 RUBDay 4.37%

Key metrics

Net debt (table and EV/EBITDA): |short-term borrowings| + |long-term borrowings| + |other financial liabilities| when extracted + |non-controlling interest| when extracted − |cash and equivalents|; amounts in millions of the reporting currency.

Market

Price
365.4 RUB · 4.37%
Market cap
77.6 bn RUB

Growth

Δ revenue y/y
71.9%
Δ EBITDA y/y
87.8%

Multiples

P/E (LTM)
10.8x
3y avg: 19.0x
P/B (FY)
2.9x
P/E (ann.)
6.8x
EV/EBITDA (LTM)
6.4x
EV/EBITDA (ann.)
4.4x

Cash return

Dividend yield
—
FCF yield (LTM)
-5.5%

Value creation

fundamental value/yr, % of market cap
Value created / year
+48.4%
↓ details

Liquidity

Daily turnover (MOEX)
52 mln RUB

Shares: connector/market_inputs

Amounts: USD (converted) · As reported
Converted modes use NBK / ECB-linked rates: balance sheet date for BS items, period average for P&L and cash flow (see filing row evidence). As reported keeps each row in its filing currency.

Financial results

Monetary columns are in B RUB, one decimal; scale (K/M/B/T) keeps values readable. For the period (default) shows P&L and cash flow for that row’s reporting window: quarterly amounts when the feed uses quarter-duration facts (typical US 10-Q revenue and income), quarterly cash flows after stripping YTD where only cumulative tags exist, and an implied Q4 on 31 Dec FY rows (P&L: FY minus Q1–Q3; operating / investing cash flow: FY 12m minus 9M YTD to 30 Sep when sourced from SEC builder evidence) so they match 10-Q scale. Some issuers still use cumulative YTD minus the prior row in the same calendar year. As reported shows values stored on each row (e.g. full-year on FY). Balance sheet is always as reported. Source JSON may use millions etc.; conversion uses amounts_unit per row.

DatePeriodStatusRevenueB RUBOperating profitB RUBD&AB RUBEBITDAB RUBNet profitB RUBOperating CFB RUBCapex + M&AB RUBAssetsB RUBEquityB RUBROE (annualized)Net debtB RUBSource
2025-12-31Q4 2025 (3M)OK24.6
y/y 71.9%
10.2
y/y 90.4%
0.9
y/y 62.7%
11.2
y/y 87.8%
5.7
y/y 100.3%
1.0-3.271.0
y/y 33.6%
26.7
y/y 35.7%
30.1%——
2025-06-30Q2 2025 (3M)OK13.0
y/y 81.9%
3.5
y/y 129.2%
0.7
y/y 34.7%
4.1
y/y 106.4%
1.4
y/y —
-0.7-1.457.4
y/y 48.7%
21.0
y/y 75.0%
13.9%21.0Report (PDF)
2024-12-31Q4 2024 (3M)OK14.3
y/y 43.1%
5.4
y/y 22.8%
0.6
y/y -3.0%
5.9
y/y 19.8%
2.9
y/y 14.6%
1.6-2.753.1
y/y 52.5%
19.7
y/y 51.1%
18.2%17.1Report (PDF)
2024-06-30Q2 2024 (3M)OK4.7
y/y 22.1%
1.6
y/y 24.4%
0.3
y/y 27.7%
1.8
y/y 25.2%
0.4
y/y -98.9%
-0.6-0.638.6
y/y 10.9%
12.0
y/y -7.6%
0.1%18.0Report (PDF)
2024-03-31Q1 2024 (3M)OK2.4
y/y —
0.0
y/y —
0.2
y/y —
0.2
y/y —
-0.4
y/y —
-0.9-0.735.1
y/y —
11.6
y/y —
-14.4%17.5Report (PDF)
2023-12-31Q4 2023 (3M)OK10.0
y/y —
4.4
y/y —
0.6
y/y —
5.0
y/y —
2.5
y/y —
-1.5-2.134.8
y/y —
13.0
y/y —
22.8%16.1Report (PDF)
2023-06-30Q2 2023 (3M)OK5.8
y/y —
1.2
y/y —
0.4
y/y —
1.6
y/y —
0.5
y/y —
0.3-2.534.8
y/y —
13.0
y/y —
—12.4—

Revenue & EBITDA

RevenueEBITDA

Quarterly values (₽ mln)

05 00010 00015 00020 00025 0002023 H12023 H22024 q12024 q22024 H22025 H12025 H2

Year-over-year change

0%25%50%75%100%2023 H12023 H22024 q12024 q22024 H22025 H12025 H2

Cash flow

FCF (₽ mln)

-4 000-3 000-2 000-1 00002023 H12023 H22024 q12024 q22024 H22025 H12025 H2

Net debt / cash (₽ mln)

05 00010 00015 00020 0002023 H12023 FY2024 q12024 q22024 q42025 H12025 FY

Category demand: Лекарства и медицинские товары (SberIndex) — backdrop

The “Лекарства и медицинские товары” category is weekly consumer pharmacy spending (% YoY), i.e. retail demand. For a manufacturer like Promomed this is only a demand backdrop, not a revenue proxy — sales depend on product mix, launches and B2B/government channels — so no spread to revenue is shown.

Лекарства и медицинские товары latest week (2026-07-18): +10.7% YoY · flat3-wk smooth: +10.4% vs 8-wk avg +10.4% (+0.0 pp)All categories: +7.5%

-5%+4%+12%+21%+30%Q3'24+16%Q4'24+14%Q1'25+16%Q2'25+14%Q3'25+10%Q4'25+9%Q1'26+5%Q2'26+9%Q3'26+10%+10.7%weekly % YoYquarter average

Average growth by quarter, % YoY: * квартал ещё не закончен

2кв 2025
+13.9%
3кв 2025
+9.7%
4кв 2025
+8.7%
1кв 2026
+4.9%
2кв 2026
+8.8%
3кв 2026 *
+10.4%

Source: SberIndex, updated 2026-07-24.

Quality / corporate governance

Potential discount −35% (factor 0.65)

This company's ranking potential is scaled down by a quality/governance factor from the signals below — de-prioritising 'cheap but problematic' names.

Fundamental value creation

Value the company creates per year, as a % of market cap

Value created per year: +54.7%

How this was calculated
1. EBITDA growth (latest quarter YoY, annualised)
[EBITDA latest qtr − EBITDA year-ago qtr] × annualisation X (2025-12-31 vs 2024-12-31)
= (11 170 − 5 948) × 1.37
7 153
2. Current EV/EBITDA (LTM)
(Market cap + Net debt) ÷ EBITDA (LTM)
= (77 648 + 20 958) ÷ 15 301
6.4x
3. Target multiple
(Current EV/EBITDA + 6.5) ÷ 2
= (6.4 + 6.5) ÷ 2
6.5x
4. Cash flow (balance method, LTM)
Net-debt reduction + dividends + buybacks − equity issuance
= -3 840 + 0 + 0 − 0
-3 840
5. Value created per year
(EBITDA growth × Target multiple + Cash flow − Dilution) ÷ Market cap
= (7 153 × 6.5 + -3 840) ÷ 77 648
+54.7%

Amounts in millions of the reporting currency. EBITDA growth is the latest quarter vs the same quarter a year ago, annualised.

Caveats:

  • half-year basis (semi-annual reporter)
  • dividends/buybacks not in data - balance cash flow uses net-debt change only

Revenue growth & acceleration

Growth accelerating ▲
Last-year revenue growth +75% vs +35% the year before — a +39.8 pp move. 3-year CAGR +39%.
revenue growth by year: 2023 +13% · 2024 +35% · 2025 +75%
The growth-acceleration signal behind the GARP+acceleration strategy — it favours companies whose revenue growth is speeding up and flags those slowing down (the second derivative of growth).

Dividend history

Paid, trailing 12-mo: 8.00 RUB/sh · 2.3%

Pay yearDividend /sh
20268.00 ₽
Payments by period
PeriodEx-date/sh
2026 q22026-06-188.00 ₽

Dividends

No dividend rows found for this issuer.

Corporate events

07.07.26Filing★ ▼ Совершение эмитентом существенной сделки
Общество с ограниченной ответственностью 'ПРОМОМЕД ДМ' заключило крупную сделку - дополнительное соглашение к кредитному соглашению, увеличив лимит задолженности до 5 млрд руб. и продлив срок действия кредитной линии до 31.12.2031. Решение о сделке было принято 03.07.2026.
15.06.26Filing★ ▲ Присвоение или изменение рейтинга эмитента рейтинговым агентством или иной организацией на основании договора
Компания 'ПРОМОМЕД ДМ' получила кредитный рейтинг ruA (прогноз-стабильный), изменив его с ruA- (прогноз-стабильный) 15 июня 2026 года. Рейтинг присвоено Рейтинговым Агентством 'Эксперт РА'.
03.07.26AGM / BoardРешения общих собраний участников (акционеров)
На внеочередном собрании акционеров ООО 'ПРОМОМЕД ДМ', состоявшемся 3 июля 2026 года, единогласно избраны председатель и секретарь, а также получено согласие на крупную сделку с АО 'АЛЬФА-БАНК' по кредитной линии. Кворум составил 100%.
05.06.26AGM / BoardРешения совета директоров (наблюдательного совета)
Совет директоров ООО 'ПРОМОМЕД ДМ' утвердил Положение о Представительстве в Вьетнаме единогласно с 5 голосами 'ЗА'. Заседание прошло 05.06.2026.
02.03.26Material eventСобытия (действия), оказывающие, по мнению эмитента, существенное влияние на стоимость или котировки его ценных бумаг
Эмитент ООО 'ПРОМОМЕД ДМ' принял решение об установлении процентной ставки S для биржевых облигаций серии 002P-03 на уровне 2,20% годовых. Это может оказать влияние на стоимость облигаций, размещаемых в рамках программы с регистрационным номером 4-00560-R-002P-02E.

Source: e-disclosure material filings over the last 180 days; ★ — flagged important by the classifier; summaries are automatic.

RU equity fund ownership

Disclosed in the top-10 of 1 of 17 funds, ≈7 млн ₽ combined.

FundManagerWeight≈PositionΔ weight m/mDisclosure
SIPO Первая – Фонд АйПиОПервая8.69%7 млн ₽—29.05.2026

Source: monthly fund portfolio disclosures (investfunds); NAV is daily. Disclosures list each fund's top-10 only, so absence does not mean no position. Weight changes mix revaluation with trading. Fund flows and betas live in the fund monitor on the RU region page.

Investment-community mentions

Substantive mentions last 7 days: 0, last 30 days: 0 across tracked channels, broker research and shows. 3 passing mentions (digests, calendars) hidden.

Sources: Telegram channels (bloggers — blue chip, broker research — green), YouTube shows via transcripts (orange). Tone (▲/▼) is an automatic assessment in the stock's context. Quotes are fragmentary; authors' views are not our recommendations.

Reporting forms detected in loaded periods: ✓ ✓ ✓ (Balance sheet / Profit or loss (P&L) / Cash flows)

Financial results, valuation multiples (P/E, P/B, EV/EBITDA), profitability and dividend yield of Promomed (PRMD) — from primary filings.

PRMD (RU_PRMD) is a Russian pharmaceutical company primarily engaged in the development, production, and marketing of generic drugs and over-the-counter medications.

Frequently asked questions

What is Promomed (PRMD)'s P/E ratio?
Promomed (PRMD) trades at a P/E of 10.8x (price to trailing 12-month earnings).
What is Promomed (PRMD)'s EV/EBITDA?
Promomed (PRMD) trades at 6.4x EV/EBITDA.
What is Promomed (PRMD)'s P/B ratio?
Promomed (PRMD) trades at a P/B of 2.9x.
What is Promomed (PRMD)'s return on equity (ROE)?
Promomed (PRMD)'s ROE is 43.1%.
What is Promomed (PRMD)'s market capitalization?
Promomed (PRMD)'s market cap is 77.6 bn RUB.