Erbud SA (ERB) — Strategic Asset Allocation Index
Erbud SA (ERB) has a Strategic Asset Allocation Index of 34.2% as of June 2023. Strategic assets (PP&E of zł220.46 Million plus long-term investments of zł-) total zł220.46 Million, measured against net assets of zł643.87 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See ERB net asset quality score to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Erbud SA Strategic Asset Allocation Index (2015–2021)
This chart shows how Erbud SA's Strategic Asset Allocation Index has evolved across 7 annual periods from 2015 to 2021. As of June 2023, the index stands at 34.2%, representing strategic assets of zł220.46 Million against net assets of zł643.87 Million PLN. For live market cap and overall valuation, see market cap of Erbud SA.
Annual Strategic Asset Allocation Index for Erbud SA (2015–2021)
The table below presents the year-by-year Strategic Asset Allocation Index for Erbud SA from 2015 to 2021, covering 7 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 net assets of Erbud SA for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (PLN) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2021 | 24.5% | zł167.93 Million | zł167.93 Million | zł46.00 | zł684.73 Million | ▼ -5.0 pp |
| 2020 | 29.5% | zł91.63 Million | zł91.63 Million | zł7.00 | zł310.49 Million | ▼ -8.7 pp |
| 2019 | 38.2% | zł105.11 Million | zł105.11 Million | zł3.00 | zł274.82 Million | ▲ +8.2 pp |
| 2018 | 30.1% | zł72.50 Million | zł72.50 Million | zł6.00 | zł240.91 Million | ▲ +12.9 pp |
| 2017 | 17.2% | zł49.28 Million | zł49.28 Million | zł9.00 | zł285.86 Million | ▼ -1.2 pp |
| 2016 | 18.4% | zł48.03 Million | zł48.03 Million | zł- | zł260.81 Million | ▲ +3.9 pp |
| 2015 | 14.6% | zł45.96 Million | zł45.96 Million | zł- | zł315.79 Million | — |