Formula (FORTY) — Strategic Asset Allocation Index
Formula (FORTY) has a Strategic Asset Allocation Index of 22.9% as of March 2026. Strategic assets (PP&E of ILA- plus long-term investments of ILA418.28 Million) total ILA418.28 Million, measured against net assets of ILA1.82 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check how resilient are Formula's assets to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
Formula Strategic Asset Allocation Index (2000–2025)
This chart shows how Formula's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of March 2026, the index stands at 22.9%, representing strategic assets of ILA418.28 Million against net assets of ILA1.82 Billion ILA. See FORTY FCF to total liabilities ratio to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for Formula (2000–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Formula from 2000 to 2025, covering 26 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 Formula market capitalisation.
| Year | SAAI | Strategic Assets (ILA) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 22.7% | ILA403.83 Million | ILA- | ILA403.83 Million | ILA1.78 Billion | ▲ +18.0 pp |
| 2024 | 4.7% | ILA65.11 Million | ILA- | ILA65.11 Million | ILA1.39 Billion | ▲ +1.2 pp |
| 2023 | 3.5% | ILA45.23 Million | ILA- | ILA45.23 Million | ILA1.31 Billion | ▼ -12.9 pp |
| 2022 | 16.4% | ILA192.95 Million | ILA172.31 Million | ILA20.64 Million | ILA1.18 Billion | ▼ -0.7 pp |
| 2021 | 17.1% | ILA201.62 Million | ILA172.72 Million | ILA28.90 Million | ILA1.18 Billion | ▼ -1.1 pp |
| 2020 | 18.2% | ILA201.90 Million | ILA173.59 Million | ILA28.31 Million | ILA1.11 Billion | ▼ -1.1 pp |
| 2019 | 19.3% | ILA173.21 Million | ILA147.19 Million | ILA26.02 Million | ILA896.33 Million | ▲ +12.5 pp |
| 2018 | 6.8% | ILA54.89 Million | ILA29.18 Million | ILA25.71 Million | ILA805.14 Million | ▼ -0.3 pp |
| 2017 | 7.1% | ILA55.12 Million | ILA29.81 Million | ILA25.32 Million | ILA772.92 Million | ▼ -2.2 pp |
| 2016 | 9.3% | ILA67.42 Million | ILA26.13 Million | ILA41.29 Million | ILA723.85 Million | ▲ +1.4 pp |
| 2015 | 7.9% | ILA52.88 Million | ILA22.00 Million | ILA30.88 Million | ILA671.29 Million | ▼ -0.8 pp |
| 2014 | 8.7% | ILA56.39 Million | ILA22.11 Million | ILA34.28 Million | ILA648.79 Million | ▼ -28.9 pp |
| 2013 | 37.6% | ILA181.43 Million | ILA19.41 Million | ILA162.02 Million | ILA482.92 Million | ▲ +33.0 pp |
| 2012 | 4.6% | ILA21.46 Million | ILA21.46 Million | ILA- | ILA468.50 Million | ▼ -0.7 pp |
| 2011 | 5.2% | ILA19.16 Million | ILA19.16 Million | ILA- | ILA366.29 Million | ▲ +1.5 pp |
| 2010 | 3.7% | ILA12.41 Million | ILA12.41 Million | ILA- | ILA334.38 Million | ▲ +0.3 pp |
| 2009 | 3.4% | ILA9.99 Million | ILA9.99 Million | ILA- | ILA295.31 Million | ▼ -2.1 pp |
| 2008 | 5.5% | ILA15.23 Million | ILA15.23 Million | ILA- | ILA277.37 Million | ▲ +0.3 pp |
| 2007 | 5.2% | ILA15.79 Million | ILA15.79 Million | ILA- | ILA306.30 Million | ▼ -1.7 pp |
| 2006 | 6.9% | ILA18.46 Million | ILA18.46 Million | ILA- | ILA268.43 Million | ▼ -1.8 pp |
| 2005 | 8.6% | ILA23.48 Million | ILA23.48 Million | ILA- | ILA272.13 Million | ▼ -0.7 pp |
| 2004 | 9.4% | ILA26.53 Million | ILA26.53 Million | ILA- | ILA283.36 Million | ▼ -1.2 pp |
| 2003 | 10.5% | ILA25.76 Million | ILA25.76 Million | ILA- | ILA244.25 Million | ▼ -0.6 pp |
| 2002 | 11.1% | ILA25.05 Million | ILA25.05 Million | ILA- | ILA225.48 Million | ▼ -41.0 pp |
| 2001 | 52.1% | ILA138.88 Million | ILA138.88 Million | ILA- | ILA266.69 Million | ▲ +10.1 pp |
| 2000 | 42.0% | ILA164.67 Million | ILA164.67 Million | ILA- | ILA392.54 Million | — |