Formula (FORTY) — Strategic Asset Allocation Index
Formula (FORTY) has a Strategic Asset Allocation Index of 22.5% as of December 2025. Strategic assets (PP&E of ILA- plus long-term investments of ILA403.83 Million) total ILA403.83 Million, measured against net assets of ILA1.80 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
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 December 2025, the index stands at 22.5%, representing strategic assets of ILA403.83 Million against net assets of ILA1.80 Billion ILA. Explore FORTY cash generation efficiency to assess how effectively this company generates cash.
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 FORTY market cap.
| Year | SAAI | Strategic Assets (ILA) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 22.5% | ILA403.83 Million | ILA- | ILA403.83 Million | ILA1.80 Billion | ▲ +17.8 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 | — |