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. See IMS SA (IMS) net asset quality to measure how much of total assets are equity-financed.

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. For live market cap and overall valuation, see IMS market cap.

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. See IMS SA net assets for net asset value and shareholders' equity analysis.

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