Formula Strategic Asset Allocation Index
Formula 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. See FORTY net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Formula (2000–2025)
Strategic asset allocation index of Formula from 2000 to 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. Check Formula tangible net worth ratio to evaluate the tangible quality of the company's equity base.
Formula Strategic Asset Allocation Index by Year (2000–2025)
Formula strategic asset allocation index by year from 2000 to 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 live market cap and overall valuation, see Formula (FORTY) total market value.
| 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 | — |