PolEnergia S.A. Strategic Asset Allocation Index
PolEnergia S.A. strategic asset allocation index. PolEnergia S.A. (PEP) has a Strategic Asset Allocation Index of 98.9% as of September 2023. Strategic assets (PP&E of zł3.18 Billion plus long-term investments of zł-) total zł3.18 Billion, measured against net assets of zł3.22 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check PolEnergia S.A. tangible equity quality to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of PolEnergia S.A. (2015–2021)
Strategic asset allocation index of PolEnergia S.A. from 2015 to 2021. This chart shows how PolEnergia S.A.'s Strategic Asset Allocation Index has evolved across 7 annual periods from 2015 to 2021. As of September 2023, the index stands at 98.9%, representing strategic assets of zł3.18 Billion against net assets of zł3.22 Billion PLN.
PolEnergia S.A. Strategic Asset Allocation Index by Year (2015–2021)
PolEnergia S.A. strategic asset allocation index by year from 2015 to 2021. The table below presents the year-by-year Strategic Asset Allocation Index for PolEnergia S.A. 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 live market cap and overall valuation, see PEP stock market capitalisation.
| Year | SAAI | Strategic Assets (PLN) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2021 | 136.3% | zł2.53 Billion | zł2.53 Billion | zł737.00 | zł1.86 Billion | ▲ +1.4 pp |
| 2020 | 134.9% | zł1.91 Billion | zł1.91 Billion | zł197.00 | zł1.42 Billion | ▲ +5.3 pp |
| 2019 | 129.6% | zł1.68 Billion | zł1.68 Billion | zł164.00 | zł1.30 Billion | ▼ -4.5 pp |
| 2018 | 134.0% | zł1.59 Billion | zł1.59 Billion | zł162.00 | zł1.19 Billion | ▼ -17.4 pp |
| 2017 | 151.5% | zł1.79 Billion | zł1.79 Billion | zł15.00 | zł1.18 Billion | ▼ -6.3 pp |
| 2016 | 157.8% | zł2.00 Billion | zł2.00 Billion | zł- | zł1.27 Billion | ▲ +0.9 pp |
| 2015 | 156.9% | zł2.19 Billion | zł2.19 Billion | zł- | zł1.40 Billion | — |