Equital (EQTL) — Strategic Asset Allocation Index

Latest as of June 2023: 34.0%

Equital (EQTL) has a Strategic Asset Allocation Index of 34.0% as of June 2023. Strategic assets (PP&E of ILA4.22 Billion plus long-term investments of ILA-) total ILA4.22 Billion, measured against net assets of ILA12.39 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Equital balance sheet quality to measure how much of total assets are equity-financed.

SAAI

34.0%
Strategic Assets / Net Assets

Strategic Assets

ILA4.22 Billion
PP&E + LT Investments

PP&E

ILA4.22 Billion
ILA

Net Assets

ILA12.39 Billion
ILA

Equital Strategic Asset Allocation Index (2007–2021)

This chart shows how Equital's Strategic Asset Allocation Index has evolved across 15 annual periods from 2007 to 2021. As of June 2023, the index stands at 34.0%, representing strategic assets of ILA4.22 Billion against net assets of ILA12.39 Billion ILA. For live market cap and overall valuation, see market cap of Equital.

Annual Strategic Asset Allocation Index for Equital (2007–2021)

The table below presents the year-by-year Strategic Asset Allocation Index for Equital from 2007 to 2021, covering 15 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. See Equital (EQTL) net assets for net asset value and shareholders' equity analysis.

Year SAAI Strategic Assets (ILA) PP&E LT Investments Net Assets Change (pp)
2021 35.2% ILA3.69 Billion ILA3.69 Billion ILA- ILA10.48 Billion ▼ -6.7 pp
2020 41.9% ILA3.93 Billion ILA3.93 Billion ILA- ILA9.39 Billion ▼ -3.2 pp
2019 45.1% ILA4.31 Billion ILA4.31 Billion ILA- ILA9.56 Billion ▼ -5.4 pp
2018 50.4% ILA4.78 Billion ILA4.75 Billion ILA34.23 Million ILA9.48 Billion ▼ -4.9 pp
2017 55.4% ILA4.41 Billion ILA4.38 Billion ILA34.16 Million ILA7.97 Billion ▼ -5.0 pp
2016 60.4% ILA4.98 Billion ILA4.94 Billion ILA35.05 Million ILA8.24 Billion ▼ -12.2 pp
2015 72.6% ILA5.12 Billion ILA5.09 Billion ILA34.17 Million ILA7.06 Billion ▼ -5.7 pp
2014 78.3% ILA5.57 Billion ILA5.27 Billion ILA298.41 Million ILA7.11 Billion ▼ -12.3 pp
2013 90.6% ILA5.16 Billion ILA4.86 Billion ILA293.83 Million ILA5.69 Billion ▲ +1.9 pp
2012 88.7% ILA4.55 Billion ILA4.55 Billion ILA- ILA5.13 Billion ▲ +26.0 pp
2011 62.7% ILA2.71 Billion ILA2.71 Billion ILA- ILA4.33 Billion ▲ +47.4 pp
2010 15.3% ILA483.36 Million ILA483.36 Million ILA- ILA3.15 Billion ▼ -5.2 pp
2009 20.5% ILA561.32 Million ILA561.32 Million ILA- ILA2.73 Billion ▼ -7.5 pp
2008 28.0% ILA499.71 Million ILA499.71 Million ILA- ILA1.78 Billion ▲ +9.7 pp
2007 18.3% ILA370.21 Million ILA370.21 Million ILA- ILA2.02 Billion —
pp = percentage points