IMS SA (IMS) — Strategic Asset Allocation Index
IMS SA (IMS) has a Strategic Asset Allocation Index of 38.0% as of June 2023. Strategic assets (PP&E of zł11.00 Million plus long-term investments of zł-) total zł11.00 Million, measured against net assets of zł28.92 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check IMS SA asset resilience ratio to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
IMS SA Strategic Asset Allocation Index (2015–2021)
This chart shows how IMS SA's Strategic Asset Allocation Index has evolved across 7 annual periods from 2015 to 2021. As of June 2023, the index stands at 38.0%, representing strategic assets of zł11.00 Million against net assets of zł28.92 Million PLN. See financial agility of IMS SA to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for IMS SA (2015–2021)
The table below presents the year-by-year Strategic Asset Allocation Index for IMS 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. For the full company profile including market capitalisation, see IMS SA market cap and net worth.
| Year | SAAI | Strategic Assets (PLN) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2021 | 48.0% | zł12.50 Million | zł12.50 Million | zł- | zł26.03 Million | ▼ -29.6 pp |
| 2020 | 77.6% | zł15.48 Million | zł15.48 Million | zł- | zł19.95 Million | ▼ -9.5 pp |
| 2019 | 87.0% | zł17.31 Million | zł17.31 Million | zł- | zł19.88 Million | ▲ +7.1 pp |
| 2018 | 79.9% | zł14.57 Million | zł14.57 Million | zł- | zł18.23 Million | ▲ +29.6 pp |
| 2017 | 50.3% | zł10.43 Million | zł10.43 Million | zł- | zł20.73 Million | ▼ -7.2 pp |
| 2016 | 57.5% | zł10.82 Million | zł10.82 Million | zł- | zł18.83 Million | ▲ +0.8 pp |
| 2015 | 56.6% | zł9.40 Million | zł9.40 Million | zł- | zł16.59 Million | — |