THE AGRICULTURE AND FOOD INDUSTRY IN RUSSIAthe agriculture and food industry in russia: ... russia...
Transcript of THE AGRICULTURE AND FOOD INDUSTRY IN RUSSIAthe agriculture and food industry in russia: ... russia...
THE AGRICULTURE AND FOODINDUSTRY IN RUSSIA: 2016 FACTS AND FIGURES
2017. Russian Direct Investment Fund ©
RUSSIA IN THE GLOBAL AGRICULTURE AND FOOD INDUSTRY4
18263242
CEREALS AND PULSES IN RUSSIA: CURRENT ISSUES AND TRENDS
GREENHOUSE VEGETABLES IN RUSSIA: CURRENT ISSUES AND TRENDS
MEAT AND POULTRY INDUSTRY IN RUSSIA: CURRENT ISSUES AND TRENDS
AGRICULTURE AND FOOD INDUSTRY IN RUSSIA: LARGEST PRIVATE COMPANIES
RUSSIA IN THE GLOBAL AGRICULTURE AND FOOD INDUSTRYI
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RUSSIA IS AMONG TOP-5 MAJOR GLOBAL GRAINS PRODUCERS
RUSSIA IN THE GLOBAL AGRICULTURE AND FOOD INDUSTRY
Source: Foreign Agricultural Service, USDA Source: Foreign Agricultural Service, USDA
RUSSIA IS THE SIXTH LARGESTGLOBAL COARSE GRAIN PRODUCER
44.2
5. India
40.8
6. Russia
48.7
4. Argentina
99.8
3. Brazil
227.4
2. China
402.6
1. USA
Top 6 global coarse grain producers
2016/2017, mln tonnes
Top-5 largest global grains producers2016/2017, mln tonnes
501.1
1. China
472.6
2. USA
239.2
3. India
114.8
4. Brazil
114.0
5. Russia
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RUSSIA IS THE THIRD LARGEST GLOBAL WHEAT PRODUCER
Top-5 largest global wheat producers2016/2017, mln tonnes
128.8
1. China
87.0
2. India
73.3
3. Russia
62.9
4. USA
35.1
5. Australia
Source: Foreign Agricultural Service, USDA
RUSSIA IN THE GLOBAL AGRICULTURE AND FOOD INDUSTRY
RUSSIA ACCOUNTS FOR OVER 9% OF GLOBAL WHEAT PRODUCTION IN 2016
Others 48,9%
Russia 9.6%
China17.1%
India11.5%
USA8,3%
Australia4,6%
Source: Foreign Agricultural Service, USDA
754.3mln tonnes
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RUSSIA IS THE SECOND LARGESTGLOBAL SUNFLOWER SEED PRODUCER
Top-5 largest globalsunflower seed producers2016/2017, mln tonnes
Source: Foreign Agricultural Service, USDA
RUSSIA IN THE GLOBAL AGRICULTURE AND FOOD INDUSTRY
14.2
1. Ukraine
10.9
2. Russia
8.3
3. EU
3.3
4. Argentina
2.8
5. China
RUSSIA IS THE FIFTH LARGEST GLOBALCOW’S MILK PRODUCER
Top-5 largest globalcow’s milk producers
2016, mln tonnes
Source: Foreign Agricultural Service, USDA, Eurostat
96.3
1. USA
68.8
2. India
36.0
3. China
32.7
4. Germany
30.7
5. Russia
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RUSSIA IS AMONG TOP-3 MAJOR GLOBAL CHEESE PRODUCERS
Source: Foreign Agricultural Service, USDA
RUSSIA IN THE GLOBAL AGRICULTURE AND FOOD INDUSTRY
RUSSIA IS AMONG TOP-10 MAJOR GLOBAL CENTRIFUGAL SUGAR PRODUCERS
India 12.8%
Russia 3.5%
Brazil22.9%
China 5.5%
EU9.6%
USA 4.6%
Thailand5.8%
Pakistan 3.5%
Mexico3.8%
Others 25%
Australia3.0%
Source: Foreign Agricultural Service, USDA
170.8mln tonnes
Others
16,6%
Russia 4,5%
EU50,6%
USA28,3%
19.4mln tonnes
Top-3 largest globalcheese producers2016, % of total world production
Top-10 largest globalcentrifugal sugar producers
2016, % of total world production
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RUSSIA HAS THE EIGHTH LARGESTCATTLE HERD GLOBALLY
Source: Foreign Agricultural Service, USDA, FranceAgriMer, Eurostat
RUSSIA IN THE GLOBAL AGRICULTURE AND FOOD INDUSTRY
Largest cattle herds globally2016, total beginning stocks, mln heads
302.6
1. India
219.2
2. Brazil
100.3
3. China
91.9
4. USA
18.9
8. Russia
RUSSIA HAS THE SIXTH LARGESTSWINE STOCK GLOBALLY
Largest swine stocks globally 2016, total beginning stocks,
mln heads
451.1
1. China
68.9
2. USA
39.4
3. Brazil
28.4
4. Spain
22.0
6. Russia
27.7
5. Germany
Source: Foreign Agricultural Service, USDA, FranceAgriMer, Eurostat
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RUSSIA IS THE SIXTH LARGEST GLOBALSWINE PRODUCER
Source: Foreign Agricultural Service, USDA, FranceAgriMer, Eurostat, Russian Federal State Statistics Service
Top-5 largest globalswine producers
2016, mln tonnes (Carcass Weight Equivalent)
53.0
1. China
11.3
2. USA
5.6
3. Germany
3.9
4. Spain
3.4
6. Russia
3.7
5. Brazil
RUSSIA IS THE FIFTH LARGEST GLOBALBROILER MEAT PRODUCER
18.3
1. USA
12.9
2. Brazil
12.3
3. China
4.2
4. India
3.7
5. Russia
RUSSIA IN THE GLOBAL AGRICULTURE AND FOOD INDUSTRY
Top-5 largest globalbroiler meat producers 2016, mln tonnes (Carcass Weight Equivalent)
Source: Foreign Agricultural Service, USDA, FranceAgriMer, Eurostat
CEREALS AND PULSES IN RUSSIA: CURRENT ISSUES AND TRENDS II
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RUSSIA’S CEREALS AND PULSES HARVEST SET A RECORD IN 2016
Russian cereals and pulses production mln tonnes
2013
92.4105.3
120.7
+30.3
CAGR 13-16 9.3%
104.8
xx % change year-on-year
Source: Russian Federal State Statistics Service
CEREALS AND PULSES IN RUSSIA: CURRENT ISSUES AND TRENDS
ALMOST 40% OF CEREALS AND PULSES IS PRODUCED BY TOP 5 REGIONS
Top 5 cereals and pulses producersmln tonnes
Rank2016 (2015) 2016 2015
2015 vs 2016, %
1 (1) Krasnodar Region 13.9 13.7 +1.42 (2) Rostov Region 11.6 9.5 +22.13 (3) Stavropol Region 10.2 8.9 +14.64 (5) Altai Region 4.8 3.9 +23.15 (4) Voronezh Region 4.8 4.2 +14,3
Total, Russia 120.7 104.8
Source: Russian Federal State Statistics Service
2014 2015 2016
+19.9 -0.47 +15.2
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CEREALS AND PULSES IN RUSSIA: CURRENT ISSUES AND TRENDS
WHEAT ACCOUNTS FOR OVER 70% IN THE RUSSIAN GRAIN EXPORT STRUCTURE
Cereals and pulses export structure
2016, %
34.9mln tonnes
+22% compared to 2015
Wheat
72.5%
Corn
15.4 %
Barley
8.3 %
Others
3.8 %
Source: Federal Customs Service
TOP 5 COMPANIES ACCOUNT FOR OVER 30% OF TOTAL GRAIN EXPORT VOLUME
Rank2016 (2015) 2016 2015
2015 vs 2016, %
1 (1) TD RIF 4.1 4.4 -6.82 (2) MZK 3.1 3.0 +3.33 (3) Cargill 2.7 1.9 +42.14 (5) Aston 2.1 1.4 +50.05 (8) Louis Dreyfus 1.7 1.2 +41.7
Total, Russia 34.9 31.2
Top-5 grain exportersmln tonnes
Source: Rusagrotrans
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RUSSIA IS THE LARGEST EXPORTER OF WHEAT IN THE WORLD IN 2016
Source: Foreign Agricultural Service, USDA, FranceAgriMer, Eurostat
TOP 5 RUSSIAN WHEAT IMPORTERS ACCOUNT FOR OVER 50% OF TOTAL EXPORT VOLUME
Source: Russian Federal State Statistics Service, Federal Customs Service
Top-5 wheat importing countries 2016, mln tonnes
CEREALS AND PULSES IN RUSSIA: CURRENT ISSUES AND TRENDS
Egypt
Turkey
Bangladesh
Yemen
Azerbaidjan
Others
6.7
2.6
1.4
1.8
1.3
11.5
Russia 14.8Canada 12.8USA 12.6Others 59.8
25.3mln tonnes +14% compared
to 2015
Top-3 largest wheat exporting countries2016, %
GREENHOUSE VEGETABLES IN RUSSIA: CURRENT ISSUES AND TRENDS III
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GREENHOUSE VEGETABLES IN RUSSIA: CURRENT ISSUES AND TRENDS
GREENHOUSE AREA IN RUSSIA IS GROWING STEADILY...
Greenhouse area in Russia* Ha
2013 2014 2015 2016
18872041
2355
+3.8 +8.7 +7.5 +7.2
2195
CAGR 13-16 7.7%
Source: National Horticultural Union * in agriculture companies
...AS WELL AS THE GREENHOUSE VEGETABLES PRODUCTION VOLUME
Russian greenhouse vegetables production* mln tonnes
2013 2014 2015 2016
0.60.7
0.9
+8.1 +13.0 +3.9 +14.0
CAGR 13-16 10.2%
0.8
xx % change year-on-year
Source: Russian Federal State Statistics Service* in agriculture companies
xx % change year-on-year
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IN 2016 TOP 5 REGIONS PRODUCED ONE THIRD OF TOTAL GREENHOUSE VEGETABLES VOLUME...
Rank2016 (2015) 2016 2015
2015 vs 2016, %
1 (2) Krasnodar Region 0.09 0.07 +33.92 (1) Republic of Bashkortostan 0.07 0.07 +0.53 (4) Karachayevo-Circassian Republic 0.05 0.04 +22.24 (8) Stavropol Region 0.04 0.03 +42.95 (3) Republic of Tatarstan 0.04 0.03 +11.4
Total, Russia 0.9 0.8
Top-5 greenhouse vegetables producing regions* mln tonnes
Source: Russian Federal State Statistics Service* in agriculture companies
...AND TOP 5 COMPANIES AQUIRED FOR OVER 15% OF TOTAL GREENHOUSE VEGETABLES
VOLUME PRODUCED IN 2016Top-5 greenhouse vegetables
producing companies mln tonnes
Rank2016 (2015)
2016 2015S, Ha2016
1 (1) Yuzhniy Karachayevo-Circassian Republic 0.05 0.04 144
2 (2) Eco-KulturaStavropol., Leningrad, Lipetsk Regions 0.04 0.03 79.1
3 (4) Zelenaya LiniyaKrasnodar Region 0.03 0.02 83
4 (3) MoskovskiyMoscow Region 0.02 0.03 75
5 (5) VyborjetzLeningrad Region 0.02 0.02 26
Total, Russia 0.9 0.8
Source: Spark, company data, open sources
GREENHOUSE VEGETABLES IN RUSSIA: CURRENT ISSUES AND TRENDS
MEAT AND POULTRY INDUSTRY IN RUSSIA: CURRENT ISSUES AND TRENDSIV
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MEAT AND POULTRY PRODUCTION: OVER 10 YEARS OF GROWTH
Livestock and poultry for slaughterslaughter weight, mln tonnes
2013 2014 2015 2016
8.59.1
9.9
+4.9 +7.0 +5.5 +3.1
9.6
CAGR 13-16 5.2%
Source: Russian Federal State Statistics Service
xx % change year-on-year
MEET AND POULTRY INDUSTRY IN RUSSIA: CURRENT ISSUES AND TRENDS
GROWTH IN 2016 WAS ENSURED BY PIG AND POULTRY, WHILE BEEF PRODUCTION
SLIGHLTY REDUCEDLivestock and poultry production structure
mln tonnes
Beef
Poultry
Pig
Others
1.62015
2016 1.6
4.52015
2016 4.6
3.12015
2016 3.4
0.42015
2016 0.3
Source: Russian Federal State Statistics Service
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TOP 5 REGIONS ACCOUNT FOR OVER 20% OF LIVESTOCK AND POULTRY PRODUCTS VOLUME IN ACTUAL PRICES
MEET AND POULTRY INDUSTRY IN RUSSIA: CURRENT ISSUES AND TRENDS
Rank2016 (2015) 2016 2015
2015 vs 2016, %
1 (1) Belgorod Region 146.7 150.7 -2.72 (2) Republic of Tatarstan 112.8 107.8 +4.63 (3) Krasnodar Region 99.4 90.0 +10.44 (4) Republic of Bashkortostan 91.7 86.3 +6.15 (5) Rostov Region 80.6 74.9 +7.6
Total, Russia 2470 2374
Livestock and poultry productsbln RuR, in actual prices
BELGOROD REGION REMAINS THE CHAMPION IN TERMS OF LIVESTOCK AND POULTRY
PRODUCTIONLivestock and poultry production
slaughter weight, mln tonnes
Rank2016 (2015) 2016 2015
2015 vs 2016, %
1 (1) Belgorod Region 1.3 1.3 +1.02 (2) Chelyabinsk Region 0.4 0.4 +4.93 (3) Krasnodar Region 0.4 0.4 +0.74 (4) Kursk Region 0.4 0.3 +7.35 (5) Stavropol Region 0.3 0.3 +11.2
Total, Russia 9.9 9.6
Source: Russian Federal State Statistics Service Source: Russian Federal State Statistics Service
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REGIONS WITH THE LARGEST CATTLE HERD AND TOP BEEF PRODUCING REGIONS ARE LIKELY TO COINCIDECattle herd vs beef productionby top beef producing regions
Beef production,slaughter weight, mln
tonnes
Cattle herd,mln heads
2016 Rank 2016 Rank
Republic of Bashkortostan 0.1 1 1.0 1
Republic of Tatarstan 0.09 2 1.0 2
Altai Region 0.07 3 0.8 4
Krasnodar Region 0.07 4 0.5 7
Republic of Dagestan 0.06 5 1.0 3
Total, Russia 1.6 18.9
THE SAME WORKS FOR THE PIG MEAT PRODUCTION
Swine stock vs swine production by top swine producing regions
Swine production,slaughter weight, mln
tonnes
Swine stock,mln heads
2016 Rank 2016 Rank
Belgorod Region 0.6 1 4.1 1
Kursk Region 0.2 2 1.5 2
Tambov Region 0.2 3 1.0 3
Pskov Region 0.1 4 0.8 4
Voronezh Region 0.1 5 0.7 6
Total, Russia 3.4 22.0
Source: Russian Federal State Statistics Service Source: Russian Federal State Statistics Service
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TOP 5 COMPANIES ACCOUNT FOR 20% OF THE TOTAL MEAT VOLUME PRODUCED IN 2016
Top 5 meat producing companiesslaughter weight, mln tonnes
Rank2016 (2015) 2016 2015
2015 vs 2016, %
1 (1) Cherkizovo 0.6 0.6 +7.02 (2) Prioskolye 0.5 0.5 -3.23 (3) Miratorg 0.4 0.4 +11.04 (4) Belgrankorm 0.3 0.3 -1.25 (5) Resurs 0.3 0.3 +3.9
Total, Russia 9.9 9.6
Source: company data, open sources
TOP 5 COMPANIES, ENGAGED IN MEAT PRODUCTION, ACCOUNT FOR 15% OF THE
RUSSIAN AGRICULTURE INDUSTRY REVENUE Top 5 meat producing companies
Revenue, bln USD
Rank2016 (2015) 2016* 2015**
2015 vs 2016, %
1 (1) Miratorg 2.0 1.4 +25.02 (2) Cherkizovo 1.4 1.1 +6.53 (3) Rusagro 1.4 1.0 +16.74 (4) Agro-Belogorye 0.9 0.9 -14.95 (5) Agrokompleks im. N.I. Tkacheva 0.8 0.6 +15.8
Total, Russia 42.8 34.0
Source: Russian Federal State Statistics Service, company data, Forbes, open sources* 1 USD = 58.8 RuR** 1 USD = 69.0 RuR
V AGRICULTURE AND FOOD INDUSTRY IN RUSSIA: LARGEST PRIVATE COMPANIES
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THE AGRICULTURE AND FOOD INDUSTRY IN RUSSIA: LARGEST PRIVATE COMPANIES
THE AGRICULTURE AND FOOD INDUSTRY IN RUSSIA: L ARGEST PRIVATE COMPANIES
Source: Forbes* 1 USD = 69.0 RuR** 1 USD = 58.8 RuR
Top-6 Russian agriculture companies Revenue, bln USD
2. Miratorg
(meat production and
processing, animal feed, logistics, food
distribution)
4. Cherkizovo
(poultry and swine
production and processing, animal
feed)
1.42.0
1.11.42015*
2016**
5. Rusagro
(sugar, meat, margarine,
mayonnaise, cereals production)
1.4
1.0
1. Sodruzhestvo
(oilseed processing,
animal feed, logistics, food distribution)
2.5
1.6
3. Efko
(oilseed processing,
mayonnaise, margarine, milk and milk products,
ketchup)
1.8
1.2
6. Agro-
Belogorye (swine production and
processing, animal feed)
0.9
0.9
+6.5+25.0 +16.7+19.7 +31.2 -14.92016 vs 2015, %
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