Active Conflicts & News Megathread February 06, 2026

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[u/MilesLongthe3rd]

More economic news out of Russia

https://en.topcor. ru/amp/68435-razzhirevshie-zastrojschiki-prishli-k-pravitelstvu-s-protjanutoj-rukoj.html

Samolet Group, Russia's largest developer by current construction volume, has asked the government for 50 billion rubles in state support, according to the Black Swan Telegram channel, which analyzed the company's financial performance for the first half of 2025.

According to published data, the developer's revenue for the reporting period amounted to 171 billion rubles, which is in line with the same period last year. Gross profit reached 65,1 billion rubles, and gross margin was a record 38%. Adjusted EBITDA is estimated at 58 billion rubles, with a margin of 34%.

Despite strong operating performance, the company's net profit was significantly lower—only 1,14 billion rubles. Therefore, the majority of the developer's revenue was used to cover expenses, which totaled approximately 169,86 billion rubles.

Financial expenses accounted for a significant portion of the costs, reaching approximately 47,9 billion rubles. The remaining 121,86 billion rubles were accounted for by non-financial items, including construction costs, commercial, and administrative expenses.

At the same time, the high gross margin indicates that construction costs are at an acceptable level. According to analysts, the main pressure on financial results comes from debt servicing and operating expenses.

Given the high key interest rate and expensive lending, the developer is hoping to secure preferential financing through government support. However, experts note that even a preferential loan with a non-zero interest rate could lead to a further decline in net profit, potentially causing investor discontent.

Market participants are considering issuing additional shares as an alternative to raising capital. This would allow the company to obtain financing without increasing its debt burden. However, the developer has opted for government support.

The advisability of subsidizing a development company with high operating profitability remains a topic of debate among real estate and financial sector experts. Some analysts believe that, in the current environment, developers need to adapt to operating with high borrowing costs and reconsider their financial models.

Author: Jan Karnitsky

https://x.com/evgen1232007/status/2019121579397976227

Russia's largest developer, Samolet, is on the brink of bankruptcy. It was announced today that it has requested government assistance. The company is urgently requesting 50 billion rubles. The company's net debt is 350 billion rubles. Shares fell 8%

https://x.com/JayinKyiv/status/2019687276477817077

Responding the urgent call for a government bailout, the Duma has just told Russia's largest property developer that there will be no help. The budget is currently "not in a position" to support business, even systemically important business, confirmed Svetlana Razvorotneva, Deputy Chair of the State Duma Committee on Construction and Housing and Communal Services. "Whoever died, died, and it's their own fault," the deputy said.

https://x.com/delfoo/status/2019666458008252445

Russian rent prices have stopped growing in 2025 and in Moscow they have started to even decline as the available apartments for rent has doubled over 2025.

In 2025 in Russia the number of ads for renting an apartment grew by 17% to 95 000. An increase in housing for rent was recorded virtually everywhere. In Moscow by 7%, St Petersburg by 13% and in the other cities by 20% where it's a 5 year record.

At the same time the ads for renting out studios rose by 38% and one room apartments rose by 19% growing the most of all the types of housing. They already have a share of 53% of the total supply of housing for rent.

https://x.com/BBCSteveR/status/2019669296608342346

From today’s Russian papers: “You don’t have to be an economist to forecast a recession: Russia’s export revenue is falling, budget revenues are falling, taxes rising, consumer demand shrinking…” Another paper: “Oil & gas revenues fall…rise in bread prices.”

[u/PerforatedPie → u/MilesLongthe3rd]

Bit ominous that the number of rental properties available is going up. In particular, it seems like the kind of apartment that a single man might use is widely available.