Pernod Ricard S.A. (RI) — Strategic Asset Allocation Index
Pernod Ricard S.A. (RI) has a Strategic Asset Allocation Index of 25.9% as of June 2025. Strategic assets (PP&E of €4.21 Billion plus long-term investments of €-) total €4.21 Billion, measured against net assets of €16.23 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Pernod Ricard S.A. Strategic Asset Allocation Index (2014–2025)
This chart shows how Pernod Ricard S.A.'s Strategic Asset Allocation Index has evolved across 12 annual periods from 2014 to 2025. As of June 2025, the index stands at 25.9%, representing strategic assets of €4.21 Billion against net assets of €16.23 Billion EUR. Explore Pernod Ricard S.A. (RI) cash flow conversion to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Pernod Ricard S.A. (2014–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Pernod Ricard S.A. from 2014 to 2025, covering 12 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 RI company net worth.
| Year | SAAI | Strategic Assets (EUR) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 25.9% | €4.21 Billion | €4.21 Billion | €- | €16.23 Billion | ▲ +2.2 pp |
| 2024 | 23.7% | €3.98 Billion | €3.98 Billion | €- | €16.80 Billion | ▲ +0.4 pp |
| 2023 | 23.3% | €3.89 Billion | €3.89 Billion | €- | €16.71 Billion | ▲ +1.2 pp |
| 2022 | 22.0% | €3.58 Billion | €3.58 Billion | €- | €16.25 Billion | ▼ -4.2 pp |
| 2021 | 26.3% | €3.96 Billion | €3.96 Billion | €- | €15.07 Billion | ▲ +4.7 pp |
| 2020 | 21.6% | €3.07 Billion | €3.07 Billion | €- | €14.21 Billion | ▲ +4.5 pp |
| 2019 | 17.1% | €2.76 Billion | €2.54 Billion | €221.00 Million | €16.18 Billion | ▲ +0.7 pp |
| 2018 | 16.4% | €2.45 Billion | €2.42 Billion | €33.00 Million | €14.98 Billion | ▼ -0.4 pp |
| 2017 | 16.8% | €2.33 Billion | €2.30 Billion | €33.00 Million | €13.89 Billion | ▼ -1.0 pp |
| 2016 | 17.7% | €2.40 Billion | €2.36 Billion | €36.00 Million | €13.51 Billion | ▲ +0.9 pp |
| 2015 | 16.8% | €2.23 Billion | €2.19 Billion | €39.00 Million | €13.29 Billion | ▼ -0.6 pp |
| 2014 | 17.4% | €2.05 Billion | €2.01 Billion | €38.00 Million | €11.78 Billion | — |