ERG S.A. (ERG) — Strategic Asset Allocation Index
ERG S.A. (ERG) has a Strategic Asset Allocation Index of 110.0% as of June 2023. Strategic assets (PP&E of zł48.35 Million plus long-term investments of zł-) total zł48.35 Million, measured against net assets of zł43.95 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See ERG S.A. (ERG) net asset quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
ERG S.A. Strategic Asset Allocation Index (2016–2022)
This chart shows how ERG S.A.'s Strategic Asset Allocation Index has evolved across 7 annual periods from 2016 to 2022. As of June 2023, the index stands at 110.0%, representing strategic assets of zł48.35 Million against net assets of zł43.95 Million PLN. For live market cap and overall valuation, see ERG S.A. (ERG) market capitalisation.
Annual Strategic Asset Allocation Index for ERG S.A. (2016–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for ERG S.A. from 2016 to 2022, 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 ERG net asset value for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (PLN) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 124.6% | zł50.45 Million | zł50.45 Million | zł- | zł40.49 Million | ▲ +26.1 pp |
| 2021 | 98.5% | zł36.79 Million | zł36.79 Million | zł2.76 | zł37.36 Million | ▲ +7.9 pp |
| 2020 | 90.6% | zł32.28 Million | zł32.28 Million | zł3.64 | zł35.64 Million | ▼ -9.2 pp |
| 2019 | 99.8% | zł35.09 Million | zł35.09 Million | zł3.53 | zł35.17 Million | ▼ -1.6 pp |
| 2018 | 101.4% | zł34.96 Million | zł34.96 Million | zł3.53 | zł34.48 Million | ▲ +7.0 pp |
| 2017 | 94.4% | zł33.11 Million | zł33.11 Million | zł3.46 | zł35.09 Million | ▲ +8.1 pp |
| 2016 | 86.3% | zł32.09 Million | zł32.09 Million | zł- | zł37.20 Million | — |