PolEnergia S.A. (PEP) — 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.
SAAI
Strategic Assets
PP&E
Net Assets
PolEnergia S.A. Strategic Asset Allocation Index (2015–2021)
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. Explore PEP cash generation efficiency to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for PolEnergia S.A. (2015–2021)
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 the full company profile including market capitalisation, see PEP market cap.
| 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 | — |