Debt obligations of the Rosseti Group
The Company maintains a moderate level of debt burden. There is no currency risk associated with borrowings, as 100% of debt is denominated in Russian Roubles.
The level of Rosseti Group’s debt did not change significantly in 2023.
The Rosseti Group’s cost of debt for 2023 increased from 9.6% p.a. at the beginning of the year to 12.1% p.a. at the end of the year and is below the market level (according to Bank of Russia’s statistics, the average lending rate for a period of 1 to 3 years in December 2023 was 14.4% p.a.).
The Rosseti Group’s debt portfolio mainly consists of long-term borrowings; the weighted average maturity of the portfolio is more than 7 years.
PJSC Rosseti is the principal borrower among the Rosseti Group’s companies. PJSC Rosseti’s debt portfolio is evenly distributed between fixed‑rate bond loans and bank loans/bonds with payments linked to a floating indicator.
For 2023, PJSC Rosseti also placed five issues of exchange‑traded bonds with a total nominal amount of RUB 42 billion:
- 21 February 2023, bonds of 001P‑08R series worthRUB 12 billion, with a coupon rate equal to the key rate of the Bank of Russia +1.3% and a 5‑year term until put date
- 25 April 2023, bonds of 001P‑09R series worthRUB 5 billion, with a coupon rate of 10.44%, period to maturity of 5 years and 001P‑10R series worthRUB 10 billion, with a coupon rate of 11.15%, period to maturity of 7 years
- 12 December 2023, bonds of 001P‑11R series worthRUB 10 billion, with a coupon rate defined as the average of the Bank of Russia key rate for the coupon period +1.05%, period to maturity of 6 years and 001P‑12R series worth RUB 5 billion, with a coupon rate of 12.80%, period to maturity of 3.5 years
The weighted average cost of the debt portfolio of PJSC Rosseti as of 31 December 2023 was 9.11% p.a., which is 1.93% p.a. lower than as of 31 December 2022 (11.04% p.a.). The decrease in the weighted average cost of the debt portfolio was caused primarily by the decrease in the level of the consumer price index.