Phoenix Financial Ltd

Common Name

Phoenix Financial

Country

Israel

Sector

Financial Services

Industry

Insurance - Diversified

Employees

5,204

Ticker

PHOE

Exchange

TEL AVIV STOCK EXCHANGE

Website

www.fnx.co.il

Description

Phoenix Financial Ltd. is a diversified financial services company providing an array of solutions geared towards meeting the financial needs of individuals, businesses, and institutions. Its primary ... Show more

Income Statement Balance Sheet

Financial Statements of Phoenix Financial

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.

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

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Verified Sources Behind Phoenix Financial’s Financial Fundamentals Data

Every figure on this dashboard has a transparent audit trail. With Tracenable, each data point is traceable back to its original source, viewable directly inside our platform. Explore Phoenix Financial’s data sources below and access millions more through our Disclosure Search.

a. Phoenix Financial's Annual Report 2024

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Phoenix Financial Ltd

Financial Statements of Phoenix Financial

Verified Sources Behind Phoenix Financial’s Financial Fundamentals Data

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