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Western Companies Tally Costs After Exiting Russia

After Russia began its war against Ukraine, along with numerous sanctions imposed on it by Western countries, many Western brands and companies also exited the Russian market to demonstrate and show that they are, as is often heard from politicians today, ‘on the right side of history.’ For hundreds of Western companies, this meant halting their activities there, which are now coming due in the form of significant losses.

Among the big names, we highlighted the largest from various sectors to see how exiting the Russian market has affected their business.

Regarding clothing companies, Adidas reported a one-time cost of approximately 500 million euros that the company lost after exiting Russia, while the Swedish retail chain H&M estimates that shutting down its Russian operations will cost around 2 billion Swedish kronor, or about 183.57 million dollars.

The owner of Zara reported a charge of 216 million euros after selling all its stores in Russia to the Daher group based in the UAE.

American Levi Strauss&Co announced that it will record costs of 0.15 dollars per share related to the impairment of store assets, property, plant, and equipment.

Automotive Industry

When it comes to the automotive industry, many manufacturers also left Russia, forcing Russians to restart their own production, and there has been talk of the legendary Moskvich as a car that Russians are bringing back to the roads.

One of the automotive giants no longer operating in Russia is American Ford, which wrote off 122 million dollars after halting operations in Russia. In addition to American manufacturers, Japanese Nissan also joined the boycott, announcing in October that it would ‘hand over its Russian business to a state-owned entity for 1 dollar,’ resulting in a loss of about 687 million dollars.

French car manufacturer Renault sold its majority stake in Russia to the largest Russian car manufacturer Avtovaz, but also reported a loss of 867 million euros that accumulated after exiting Russia.

Volkswagen’s truck division Traton announced back in September that the disposal of some assets in Russia would cause a loss of 550 million euros, while Volvo reported a loss of 432 million euros after suspending activities in Russia.

Banks and Insurers

Wall Street giant Citigroup announced in August that it would close its consumer and commercial banking operations in Russia and expects a loss of 170 million in the next 18 months. French bank Crédit Agricole forecasted a loss of around 500 million euros in the first quarter due to its exposure in Russia.

Italian insurer Generali recorded an impairment of 138 million euros in August, while Raiffeisen Bank International AG recorded 301 million euros in charges for its operations in Russia and Ukraine in the first quarter.

French bank Société Générale closed the sale of its Russian business Rosbank to a group for 3.2 billion euros in May.

Italian UniCredit recorded a loss of 1.3 billion euros in the first quarter. UBS AG, the largest Swiss bank, announced in April that the Russian invasion of Ukraine cost it about 100 million dollars, and it reduced its exposure in Russia from 600 million dollars to 400 million dollars.

Energy Companies

Oil and gas giant BP recorded a non-cash write-off of its stakes in Rosneft and two other joint ventures amounting to 24 billion dollars in the first quarter.

Italian utility company Enel agreed in June to sell its 56.43% stake in Enel Russia for about 137 million euros, with a negative impact of around 1.3 billion euros.

Norwegian Equinor recognized a net impairment of 1.08 billion dollars in the first quarter related to its assets in Russia after ceasing to trade Russian oil and closing operations there.

Another oil giant, Exxon Mobil, announced a write-off of 3.4 billion dollars after exiting Russia, while Austrian OMW announced in April that it recorded a loss of 2 billion euros in the first three months due to its withdrawal from Russia, while Shell reported a loss of 5 billion dollars.

French oil and gas company TotalEnergies recorded an impairment of a total of 10.7 billion dollars related to Russia, with the last charge amounting to 3.1 billion dollars in the third quarter.

Food and Beverage

Belgian brewery AB InBev lost 1.1 billion dollars, Danish Carlsberg 1.28 billion dollars, and Dutch Heineken about 400 million dollars.

French food company Danone announced on October 14 that it would relinquish control over its dairy business in Russia in a deal that could lead to a write-off of up to 1 billion euros, while the world’s largest fast-food chain McDonald’s lost about 1.4 billion dollars.

Other Losers

Danish shipping group A.P. Moller-Maersk recorded a loss of 718 million dollars in the first quarter of the year. Siemens stated that its exit cost about 600 million euros, while Henkel predicts a loss of one billion.

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