IMS SA (IMS) — Strategic Asset Allocation Index

Latest as of June 2023: 38.0%

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.

SAAI

38.0%
Strategic Assets / Net Assets

Strategic Assets

zł11.00 Million
PP&E + LT Investments

PP&E

zł11.00 Million
PLN

Net Assets

zł28.92 Million
PLN

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. Explore IMS cash generation efficiency to assess how effectively this company generates cash.

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 market value of IMS SA.

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
pp = percentage points