Helio SA (HEL) — Strategic Asset Allocation Index

Latest as of March 2023: 40.0%

Helio SA (HEL) has a Strategic Asset Allocation Index of 40.0% as of March 2023. Strategic assets (PP&E of zł48.59 Million plus long-term investments of zł-) total zł48.59 Million, measured against net assets of zł121.49 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check Helio SA liquid asset ratio to evaluate the company's liquid asset resilience ratio.

SAAI

40.0%

Strategic Assets / Net Assets

Strategic Assets

zł48.59 Million

PP&E + LT Investments

PP&E

zł48.59 Million

PLN

Net Assets

zł121.49 Million

PLN

Helio SA Strategic Asset Allocation Index (2016–2021)

This chart shows how Helio SA's Strategic Asset Allocation Index has evolved across 6 annual periods from 2016 to 2021. As of March 2023, the index stands at 40.0%, representing strategic assets of zł48.59 Million against net assets of zł121.49 Million PLN. See HEL financial flexibility index to measure the company's free cash flow as a share of total liabilities.

Annual Strategic Asset Allocation Index for Helio SA (2016–2021)

The table below presents the year-by-year Strategic Asset Allocation Index for Helio SA from 2016 to 2021, covering 6 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 market cap of Helio SA.

Year	SAAI	Strategic Assets (PLN)	PP&E	LT Investments	Net Assets	Change (pp)
2021	47.1%	zł46.08 Million	zł46.08 Million	zł-	zł97.87 Million	▼ -7.2 pp
2020	54.3%	zł46.08 Million	zł46.08 Million	zł-	zł84.93 Million	▲ +7.1 pp
2019	47.2%	zł38.52 Million	zł38.52 Million	zł-	zł81.63 Million	▲ +6.4 pp
2018	40.8%	zł31.31 Million	zł31.31 Million	zł-	zł76.80 Million	▼ -6.4 pp
2017	47.2%	zł31.00 Million	zł31.00 Million	zł-	zł65.72 Million	▼ -5.7 pp
2016	52.9%	zł28.76 Million	zł28.76 Million	zł-	zł54.38 Million	—

pp = percentage points