Below are the financial statements of Phoenix Financial, including the income statement and balance sheet for the company's latest fiscal year. All figures are accurate, verifiable, and fully traceable to the original annual filing where disclosed.
| All figures in billions of ILS | 2024 as of 2024-12-31 | 2023 as of 2023-12-31 |
|---|---|---|
| Assets | — | — |
| Intangible assets | 3.83a | 3.6a |
| Deferred tax assets | 0.1a | 0.11a |
| Deferred acquisition costs | 2.85a | 2.69a |
| Property, plant & equipment | 1.78a | 1.46a |
| Investments in associates | 2a | 1.65a |
| Investment property in respect of yield-dependent contracts | 2.43a | 2.28a |
| Investment property - other | 1.32a | 1.24a |
| Reinsurance assets | 3.92a | 4.03a |
| Credit for purchase of securities | 1.02a | 0.72a |
| Current tax assets | 0.03a | 0.16a |
| Receivables and debit balances | 1.33a | 1.05a |
| Premiums collectible | 0.83a | 1a |
| Financial investments in respect of yield-dependent contracts | 93.78a | 82.82a |
| Financial investments for holders of deposit certificates and structured bonds | 0.11a | 0.17a |
| Credit assets in respect of factoring, clearing and financing | 4.97a | 3.7a |
| Other financial investments | — | — |
| Liquid debt assets | 6.41a | 5.77a |
| Illiquid debt assets | 15.91a | 16.59a |
| Shares | 3.01a | 2.29a |
| Other | 6.48a | 6.12a |
| Total other financial investments | 31.81a | 30.77a |
| Cash and cash equivalents in respect of yield-dependent contracts | 17.72a | 19.3a |
| Other cash and cash equivalents | 2.74a | 3.05a |
| Total assets | 172.57a | 159.79a |
| Total assets for yield-dependent contracts | 114.26a | 104.77a |
| Equity | — | — |
| Share capital | 0.32a | 0.31a |
| Premium and capital reserves in respect of shares | 0.9a | 0.86a |
| Treasury shares | -0.38a | -0.19a |
| Capital reserves | 1.28a | 1.1a |
| Retained earnings | 9.79a | 8.5a |
| Total equity attributable to the company’s shareholders | 11.91a | 10.58a |
| Non-controlling interests | 0.34a | 0.31a |
| Total equity | 12.25a | 10.9a |
| Liabilities | — | — |
| Liabilities in respect of insurance contracts and non-yield-dependent investment contracts | 26.21a | 25.6a |
| Liabilities in respect of insurance contracts and yield-dependent investment contracts | 111.48a | 102.97a |
| Liabilities in respect of deferred taxes | 0.98a | 0.76a |
| Liability for employee benefits, net | 0.08a | 0.07a |
| Liability in respect of current taxes | 0.11a | 0.07a |
| Payables and credit balances | 4.13a | 3.67a |
| Liabilities in respect of structured products | 0.13a | 0.17a |
| Financial liabilities | 17.19a | 15.58a |
| Total liabilities | 160.32a | 148.9a |
| Total equity and liabilities | 172.57a | 159.79a |
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