Ibersol SGPS (IBS) — Strategic Asset Allocation Index

Latest as of June 2023: 83.8%

Ibersol SGPS (IBS) has a Strategic Asset Allocation Index of 83.8% as of June 2023. Strategic assets (PP&E of €296.38 Million plus long-term investments of €-) total €296.38 Million, measured against net assets of €353.60 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check Ibersol SGPS (IBS) asset resilience to evaluate the company's liquid asset resilience ratio.

SAAI

83.8%
Strategic Assets / Net Assets

Strategic Assets

€296.38 Million
PP&E + LT Investments

PP&E

€296.38 Million
EUR

Net Assets

€353.60 Million
EUR

Ibersol SGPS Strategic Asset Allocation Index (2000–2021)

This chart shows how Ibersol SGPS's Strategic Asset Allocation Index has evolved across 22 annual periods from 2000 to 2021. As of June 2023, the index stands at 83.8%, representing strategic assets of €296.38 Million against net assets of €353.60 Million EUR. See financial flexibility index of Ibersol SGPS to measure the company's free cash flow as a share of total liabilities.

Annual Strategic Asset Allocation Index for Ibersol SGPS (2000–2021)

The table below presents the year-by-year Strategic Asset Allocation Index for Ibersol SGPS from 2000 to 2021, covering 22 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For the full company profile including market capitalisation, see IBS market cap overview.

Year SAAI Strategic Assets (EUR) PP&E LT Investments Net Assets Change (pp)
2021 154.5% €353.24 Million €353.24 Million €- €228.66 Million ▼ -162.0 pp
2020 316.4% €494.94 Million €494.94 Million €- €156.41 Million ▲ +65.1 pp
2019 251.3% €538.38 Million €538.38 Million €- €214.23 Million ▲ +143.2 pp
2018 108.2% €219.74 Million €201.31 Million €18.42 Million €203.17 Million ▼ -7.7 pp
2017 115.8% €218.45 Million €197.97 Million €20.48 Million €188.62 Million ▼ -10.0 pp
2016 125.8% €191.36 Million €178.06 Million €13.30 Million €152.06 Million ▲ +13.6 pp
2015 112.2% €151.55 Million €141.63 Million €9.92 Million €135.05 Million ▲ +7.6 pp
2014 104.6% €132.11 Million €132.11 Million €- €126.31 Million ▲ +2.9 pp
2013 101.7% €121.48 Million €121.48 Million €- €119.44 Million ▼ -1.1 pp
2012 102.8% €119.83 Million €119.83 Million €- €116.60 Million ▼ -4.5 pp
2011 107.3% €123.22 Million €123.22 Million €- €114.85 Million ▼ -3.4 pp
2010 110.7% €121.04 Million €121.04 Million €- €109.33 Million ▼ -15.3 pp
2009 126.0% €120.12 Million €120.12 Million €- €95.32 Million ▼ -16.9 pp
2008 142.9% €118.48 Million €118.48 Million €- €82.93 Million ▼ -20.2 pp
2007 163.1% €113.76 Million €113.76 Million €- €69.74 Million ▼ -7.2 pp
2006 170.3% €102.36 Million €102.36 Million €- €60.09 Million ▲ +26.5 pp
2005 143.9% €72.94 Million €72.94 Million €- €50.69 Million ▼ -10.9 pp
2004 154.8% €71.97 Million €71.97 Million €- €46.49 Million ▼ -6.7 pp
2003 161.5% €68.56 Million €68.56 Million €- €42.44 Million ▲ +7.0 pp
2002 154.5% €57.10 Million €57.10 Million €- €36.95 Million ▲ +4.1 pp
2001 150.5% €47.13 Million €47.13 Million €- €31.32 Million ▲ +20.6 pp
2000 129.9% €34.88 Million €34.88 Million €- €26.85 Million —
pp = percentage points