Logika Moloka overtakes PepsiCo assets to lead Russia’s dairy processors by revenue

Former Danone business returns to first place

Logika Moloka became Russia’s largest dairy processor by revenue in 2025, marking the first change at the top of the sector in three years. The company, which combines Danone’s former Russian assets, generated RUB 167.1 billion in revenue, according to a ranking prepared by Soyuzmoloko, Milknews and Streda Consulting and reported by Kommersant.

Its revenue increased by 17.9% over the year. That growth allowed Logika Moloka to overtake Wimm-Bill-Dann, the company managing PepsiCo’s Russian assets. Wimm-Bill-Dann’s revenue rose by 6.7% to RUB 162.1 billion. The difference between the two leading processors was RUB 5 billion.

Logika Moloka had lost the top position in 2023. Its return reflects both growth in the existing business and an expansion of its portfolio. At the end of 2025, the company acquired ice cream producer Polaris from Novosibkholod Group, a transaction that contributed to the annual increase in revenue.

Established brands dominate the ranking

Logika Moloka controls a broad portfolio of established dairy brands, including Prostokvashino, Rastishka, Actibio, Danissimo, Tyoma and Biobalance. Its assets include the Lipetsky dairy plant. Danone’s Russian operations were transferred to the management of Rosimushchestvo in 2023, before former Chechen official Ruslan Alisultanov gained control of the business in 2024.

The revenue gap after the two largest companies remains substantial. Komos Group ranked third with RUB 63.1 billion. Its portfolio includes Selo Zelyonoe, Molochnaya Rechka and the Kezsky cheese plant. It moved ahead of Hochland Russland, which reported RUB 60.8 billion. Renna Group completed the top five with RUB 58.1 billion in revenue and brands including Korovka iz Korenovki and Alekseevskoye.

The figures show a market led by companies with national brands, extensive processing capacity and established retail distribution. Logika Moloka and Wimm-Bill-Dann each generated more than twice the revenue of the third-ranked processor, underlining the scale separating the two leaders from the rest of the industry.

Investment plans meet a saturated market

Logika Moloka told Kommersant that it plans to invest RUB 120 billion through 2030. The funds are intended for the development and expansion of production capacity, while the company also plans to create new product lines and enter additional categories. The Polaris acquisition indicates that ice cream is already part of this diversification.

Further growth may be more difficult across the industry. For the first time in the history of the ranking, no new company entered the top 30 processors. Streda Consulting chief executive Alexey Gruzdev said the domestic market had reached a peak level of saturation. That assessment suggests processors will increasingly depend on acquisitions, new categories and gains in operating scale rather than rapid expansion of underlying consumption.

Imports of dairy products from Belarus add another constraint. Kommersant reported that their continued growth is making it harder for Russian processors to increase turnover. For producers and investors, the combination of a mature domestic market and strong incumbent businesses raises the importance of cost control, portfolio development and disciplined capacity investment. For retailers and buyers, competition between the two largest processors remains significant, even as the wider ranking shows fewer new challengers.