Yulia Tolstykh


Analyst, Metals & Mining @ Alfa

Yulia joined the Alfa-Bank Research team in 2017, covering Metals & Mining stocks. Yulia holds a BA degree in Economics from the National Research University – Higher School of Economics.

Yulia Tolstykh
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Latest articles from Yulia Tolstykh

Alrosa: Delivers high August sales figures despite a seasonal slowdown – Positive

ALROSA (ALRS RX, O/W, RUB 159.1/share) delivered a robust set of August sales figures despite the traditional summer slowdown at cutters and polishers. Rough diamond sales revenue reached $297 mn and polished sales came фе $10 mn, contributing to a t...
Alfa Boris
Boris Krasnozhenov @ Alfa 10 September 2021
Flash Report / Russia

Current progress of Raspadskaya demerger

Roman Abramovich’s Greenleas International, which owns a 28.64% stake in EVRAZ (EVR: LN; E/W) is said to have filed a petition to the FAS to approve the direct acquisition of a 26.74% stake in Raspadskaya. The amount corresponds with 28.64% of EVRAZ’...
Alfa Boris
Boris Krasnozhenov @ Alfa 31 August 2021

Alrosa: RUB45.5bn EBITDA 3% above consensus; 5% growth potential for 2021 – Positive

ALROSA (ALRS RX, O/W, RUB 159.1/share) released its quarterly financial results which came strong on the back of diamond price increases and robust sales volumes. Free cash flow for the quarter was expectedly under pressure from working capital dynam...
Alfa Boris
Boris Krasnozhenov @ Alfa 13 August 2021

Alrosa: July sales results – robust numbers, 25% above pre-pandemic average – POSITIVE

ALROSA (ALRS.RX, O/W, RUB 159.1/share) reported its July sales results. Total sales figure reached $334 mn, demonstrating a 25% increase vs ALROSA’s 3-y pre-pandemic average. The company also delivered a positive outlook for 2H21. Jewelry sales in th...
Alfa Boris
Boris Krasnozhenov @ Alfa 10 August 2021

Nornickel: 1H21 IFRS review – EBITDA beats consensus; neutral-to-positive

Nornickel (MNOD: LI; O/W; TP $40.6/GDR) reported its 1H21 IFRS financials. We note higher support from other metals sales. Revenue from rhodium almost tripled on the back of higher prices reaching $644 mn. Capex reached $1bn (up by 80% y/y) in line w...
Alfa Boris
Boris Krasnozhenov @ Alfa 5 August 2021

Evraz PLC: 1H21 IFRS preview: EBITDA in line with consensus – Positive

EVRAZ (EVR: LN; E/W) reported its 1H21 IFRS financials results which matched market estimates and beat our expectations. 1H21 EBITDA reached $2.08 bn, up 94% y/y, reflecting among other factors an additional $256 mn upside from cost-cutting and custo...
Alfa Boris
Boris Krasnozhenov @ Alfa 5 August 2021

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Yulia Tolstykh
Boris Krasnozhenov
Alrosa PJSC