Lodzia (LODZ) — Strategic Asset Allocation Index
Lodzia (LODZ) has a Strategic Asset Allocation Index of 162.3% as of June 2023. Strategic assets (PP&E of ILA399.48 Million plus long-term investments of ILA-) total ILA399.48 Million, measured against net assets of ILA246.12 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See LODZ net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Lodzia Strategic Asset Allocation Index (2004–2022)
This chart shows how Lodzia's Strategic Asset Allocation Index has evolved across 18 annual periods from 2004 to 2022. As of June 2023, the index stands at 162.3%, representing strategic assets of ILA399.48 Million against net assets of ILA246.12 Million ILA. For live market cap and overall valuation, see Lodzia market cap and net worth.
Annual Strategic Asset Allocation Index for Lodzia (2004–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for Lodzia from 2004 to 2022, covering 18 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 Lodzia (LODZ) shareholders funds for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (ILA) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 156.1% | ILA373.56 Million | ILA373.56 Million | ILA- | ILA239.31 Million | ▲ +48.0 pp |
| 2021 | 108.1% | ILA209.67 Million | ILA209.67 Million | ILA- | ILA193.99 Million | ▲ +32.9 pp |
| 2020 | 75.2% | ILA116.35 Million | ILA116.35 Million | ILA- | ILA154.70 Million | ▲ +3.8 pp |
| 2019 | 71.4% | ILA111.79 Million | ILA111.79 Million | ILA- | ILA156.53 Million | ▲ +2.5 pp |
| 2018 | 68.9% | ILA109.44 Million | ILA79.04 Million | ILA30.40 Million | ILA158.88 Million | ▲ +46.3 pp |
| 2017 | 22.6% | ILA38.87 Million | ILA29.50 Million | ILA9.37 Million | ILA172.15 Million | ▲ +10.0 pp |
| 2016 | 12.6% | ILA24.03 Million | ILA22.20 Million | ILA1.82 Million | ILA191.42 Million | ▲ +11.2 pp |
| 2015 | 1.4% | ILA4.23 Million | ILA2.25 Million | ILA1.98 Million | ILA312.45 Million | ▼ -87.9 pp |
| 2014 | 89.3% | ILA161.50 Million | ILA159.01 Million | ILA2.49 Million | ILA180.93 Million | ▼ -1.1 pp |
| 2013 | 90.4% | ILA140.39 Million | ILA137.90 Million | ILA2.50 Million | ILA155.34 Million | ▲ +2.1 pp |
| 2012 | 88.3% | ILA142.68 Million | ILA142.68 Million | ILA- | ILA161.55 Million | ▼ -1.1 pp |
| 2010 | 89.4% | ILA111.00 Million | ILA111.00 Million | ILA- | ILA124.11 Million | ▼ -2.3 pp |
| 2009 | 91.7% | ILA104.57 Million | ILA104.57 Million | ILA- | ILA113.99 Million | ▼ -4.2 pp |
| 2008 | 96.0% | ILA100.33 Million | ILA100.33 Million | ILA- | ILA104.55 Million | ▼ -0.1 pp |
| 2007 | 96.1% | ILA110.25 Million | ILA110.25 Million | ILA- | ILA114.75 Million | ▲ +62.3 pp |
| 2006 | 33.8% | ILA12.40 Million | ILA12.40 Million | ILA- | ILA36.73 Million | ▼ -0.9 pp |
| 2005 | 34.6% | ILA12.79 Million | ILA12.79 Million | ILA- | ILA36.91 Million | ▲ +0.1 pp |
| 2004 | 34.6% | ILA13.17 Million | ILA13.17 Million | ILA- | ILA38.10 Million | — |