« Polyplastic » bought a share in « AMS »
The largest Polymer Polyplastic Polyplastic Polyplasty Polimal Pipes in the supplier of the AMS Pro plastic systems, which was a division of the Belgian aliaxis until 2023. At the expense of the transaction, the buyer may acquire a platform to expand capacities and strengthen the direction of export. In Russia, the production of plastic pipes in 2024 decreased, but market participants believe that this segment has a good potential.
The Polyplastic group on February 26 received 65% at AMS Pro LLC, the former division of the Belgian supplier of plastic pipes and fittings Aliaxis, follows from the Unified State Register of Legal Entities. As a result of the transaction, the CEO of AMS OPA KAM KA KA KA KAN reduced a share from 55% to 19.5%. The packages of the remaining founders – Elena Bashkina, Alexei Lyubimov and Alexei Mityushkin – decreased from 15% to 5.25%, followed by SPARK.
Aliaxis supplies pipeline systems for infrastructure, construction and agriculture, operates in more than 40 countries. In 2023, the Belgian company sold structures in Russia, working today under the names of AMS Pro and AMS Group, local management, follows from the reports of the companies. “AMS Group”, according to the Unified State Register of Legal Entities, owns Klim Kan, Elena Bashkina, Alexey Lyubimov and Alexey Mityushkin on March 6.
The report “AMS Pro” says that with the approval of the transaction with Aliaxis, the government commission approved the development plan of its own production. The company intends to start the production of polyethylene fittings with a mortgage heating element for replacing products from Europe.
AMS Group in its report indicated that by the end of 2024 she found alternative suppliers, established logistics and also plans to expand the line of Russian products. The site « AMS Group » says that it supplies, among other things, Friatec, FIP, StRAB, etc.
“Polyplastic” is the largest manufacturer of polymer pipes in the EAEU for water supply and sanitation, gas distribution and heating. Includes 32 plants in the Russian Federation, Belarus, Kazakhstan with a total capacity of about 750 thousand tons. In ARKR, the group of groups in the market of the Russian Federation was estimated at 40.7% in kind. Last year, the structure of the President of the Leo Gorilovsky group sold 25% “polyplasty” to the Gazprombank fund (See “Kommersant” dated March 18, 2024).
Lev Gorilovsky told Kommersant that the transaction was made at the authorized value. “The company is considered by us promising regarding the sale of products and in the future development on the basis of the production enterprise,” he said. In « AMS pro » they did not provide comments.
Mikhail KarisalovCEO of Sibura, December 2024, In an interview with Kommersant:
“We are preparing for an increase in demand (for polymers. « Kommersant ») from the housing and communal services. «
Kommersant sources in the market note that AMS Pro can become one of the venues for expanding the production of “polyplasty”, and the competencies of “AMS pro” as a trader can also be useful to the buyer for export development. As the Kommersant source notes, most of the polymer pipes produced in the Russian Federation is exported: Europe was the main market to tighten the sanctions in 2022, and now deliveries are reoriented to Southeast Asia. In addition, the interlocutor “Kommersant” adds, products are in demand in the markets of neighboring countries. In Kazakhstan, he said, the Russian Federation occupies 45%in the total import of polymer pipes, in Uzbekistan – 16%, in Belarus – 93%.
The head of the Association of Producers of Pipeline Systems Vladislav Tkachenko notes that the Russian market of plastic pipes, according to Rosstat, in 2024 decreased by 7%, although until then for four consecutive years, they grew up with two -digit pace. He associates this, including with reorientation of budget funds from the programs relating to the housing and communal services, to others. The interlocutor of Kommersant in the industry notes that, despite the decrease in 2024, the polymer pipes market remains promising. So, he indicates, over the past four years, the consumption of polymers in the pipelines of Russia has increased by 50%. In addition, the interlocutor of Kommersant notes, the development strategy of the construction industry and housing and communal services until 2030 involves bringing the rate of replacement of heat supply networks, water supply, drainage to a level of at least 5% per year. At the beginning of 2024, the government assessed the wear of heat supply systems at 30.7%, water supply – at 43.2%, sanitation – in 46%.
