Russian post recovers from losses.
The Digital Development Ministry believes that the corporation's financial situation has begun to improve thanks to government support and changes in the company's work. In the nine months of 2026, its revenue reached 166 billion rubles, an increase of 5.2%, and the adjusted EBITDA reached a positive level of 12 billion rubles. However, the net loss still remains and amounts to 7.6 billion, although it is less than last year.
One of the main sources of growth is commercial services and e-commerce. Over the course of nine months, revenues from such activities increased by 10% and from warehouse and logistics services by 54% and 90%. Another 30,000 representatives of small and medium-sized businesses began using the company's services, increasing the corporation's customer base by 21%.
Government decisions provide additional support. In October, the company received 7.4 billion rubles from the budget for debt repayment. In addition, 5 billion rubles are allocated annually for the modernization of departments. In addition, the FAS proposed to increase regulated postal rates by an average of 8.1%, but this measure is still in the draft stage.
At the same time, it is too early to consider a complete financial recovery. Russian Post's accounts payable at the end of September reached 54 billion rubles compared to 45.9 billion at the beginning of the year, and the excess of short-term liabilities over current assets amounted to 35.7 billion. And in the future, the effectiveness of the recovery will depend on the ability to combine two business models: commercial logistics with government payment for services of social significance in small communities.