Estados Financieros Comparados |
Actualizado al 01 de marzo de 2024 |
ESTADOS FINANCIEROS COMPARADOS / COMPARATIVE FINANCIAL STATEMENT
|
Servicios Públicos/PUBLIC SERVICES
|
CIFRAS EXPRESADAS EN MILES DE SOLES
|
Empresa/Cuenta
|
El Dorado Asset Manag. (**)
|
Grupo Coril SAF (**)
|
LXG Asset Management (**)
|
EGESUR
|
ENGIE Energía Perú (*)
|
CIIU
|
6630
|
6599
|
6599
|
4010
|
4010
|
ESTADO DE SITUACION FINANCIERA / STATEMENT OF FINANCIAL POSITION
|
31/12/2023
|
31/12/2022
|
31/12/2023
|
31/12/2022
|
31/12/2023
|
31/12/2022
|
31/12/2023
|
31/12/2022
|
31/12/2023
|
31/12/2022
|
Efectivo y Equivalentes al Efectivo / Cash and cash equivalent
|
1,540
|
1,345
|
6,152
|
10,118
|
53
|
69
|
53,497
|
47,816
|
77,221
|
80,928
|
Otros Activos Financieros / Other financial assets
|
777
|
774
|
1,013
|
0
|
0
|
0
|
63,887
|
56,357
|
0
|
0
|
Cuentas por Cobrar Comerciales / Trade accounts receivable (net)
|
51
|
96
|
1,638
|
1,290
|
0
|
0
|
8,372
|
8,438
|
149,515
|
149,887
|
Cuentas por Cobrar a Entidades Relacionadas / Accounts receivable from related companies
|
0
|
0
|
0
|
0
|
426
|
837
|
1,845
|
1,047
|
43
|
39
|
Otras Cuentas por Cobrar / Other accounts receivable (net)
|
847
|
6
|
534
|
243
|
78
|
68
|
2,178
|
35,350
|
27,069
|
28,232
|
Anticipos / Advances
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
Inventarios / Stocks
|
0
|
0
|
0
|
0
|
0
|
0
|
3,576
|
2,663
|
117,069
|
102,996
|
Activos Biológicos / Biological assets
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
Activos por Impuestos a las Ganancias / Assets from income tax
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
Otros Activos no Financieros / Other non financial assets
|
28
|
95
|
22
|
33
|
0
|
0
|
177
|
256
|
13,177
|
9,921
|
Activos no Corrientes o Grupos de Activos para su Disposición Clasificados como Mantenidos para la Venta o como Mantenidos para Distribuir a los Propi / Non-current assets available for sale
|
0
|
0
|
0
|
0
|
0
|
0
|
19
|
9
|
0
|
0
|
TOTAL ACTIVOS CORRIENTES / TOTAL CURRENT ASSETS
|
3,243
|
2,316
|
9,359
|
11,684
|
557
|
974
|
133,551
|
151,936
|
384,094
|
372,003
|
Otros Activos Financieros / Other financial assets
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
18,832
|
20,461
|
Inversiones en Subsidiarias, Negocios Conjuntos y Asociadas / Investments in subsidiaries, joint ventures and associates
|
0
|
0
|
0
|
0
|
1,273
|
1,651
|
0
|
0
|
0
|
0
|
Cuentas por Cobrar Comerciales / Trade accounts receivable
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
Cuentas por Cobrar a Entidades Relacionadas / Accounts receivable from related companies
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
Otras Cuentas por Cobrar / Other accounts receivable
|
0
|
0
|
0
|
0
|
218
|
337
|
0
|
0
|
0
|
0
|
Anticipos / Advances
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
51,495
|
57,623
|
Inventarios
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
Activos Biológicos / Biological assets
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
Propiedades de Inversión / Investment property
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
Propiedades, Planta y Equipo / Property, plant and equipment (net)
|
92
|
109
|
253
|
271
|
21
|
28
|
76,740
|
80,205
|
1,784,298
|
1,871,516
|
Activos Intangibles Distintos de la Plusvalía / Intangible assets other than goodwill
|
3
|
3
|
9
|
10
|
3
|
3
|
88
|
0
|
902
|
245
|
Activos por Impuestos Diferidos / Deferred tax assets
|
0
|
0
|
54
|
50
|
1,143
|
896
|
0
|
0
|
0
|
0
|
Plusvalía / Goodwill
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
Otros Activos no Financieros / Other non financial assets
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
75,556
|
69,137
|
TOTAL ACTIVOS NO CORRIENTES / TOTAL NON-CURRENT ASSETS
|
95
|
112
|
316
|
331
|
2,658
|
2,915
|
76,828
|
80,205
|
1,931,083
|
2,018,982
|
TOTAL ACTIVOS / TOTAL ASSETS
|
3,338
|
2,428
|
9,675
|
12,015
|
3,215
|
3,889
|
210,379
|
232,141
|
2,315,177
|
2,390,985
|
Otros Pasivos Financieros / Other financial liabilities
|
0
|
0
|
67
|
211
|
0
|
0
|
1,584
|
1,482
|
66,907
|
92,606
|
Cuentas por Pagar Comerciales / Trade accounts payable
|
0
|
81
|
240
|
196
|
25
|
4
|
11,220
|
54,521
|
77,992
|
71,520
|
Cuentas por Pagar a Entidades Relacionadas / Accounts payable to related companies
|
0
|
0
|
0
|
0
|
0
|
2
|
372
|
80
|
1,614
|
1,708
|
Otras Cuentas por Pagar / Other accounts payable
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
Ingresos Diferidos / Deferred income
|
0
|
0
|
0
|
1
|
0
|
0
|
0
|
0
|
0
|
0
|
Provisión por Beneficios a los Empleados / Provisions for employee profit sharing
|
0
|
0
|
144
|
141
|
0
|
0
|
3,449
|
2,836
|
12,244
|
11,432
|
Otras Provisiones / Other provisions
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
Pasivos por Impuestos a las Ganancias / Liabilities from income tax
|
0
|
0
|
0
|
0
|
0
|
0
|
2,519
|
1,779
|
9,240
|
26,359
|
Otros Pasivos no Financieros / Other non financial liabilities
|
497
|
140
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
Pasivos incluidos en Grupos de Activos para su Disposición Clasificados como Mantenidos para la Venta / Liabilities included in groups of assets for disposal classified as held for sale
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
TOTAL PASIVOS CORRIENTES / TOTAL CURRENT LIABILITIES
|
1,411
|
519
|
1,290
|
1,040
|
35
|
40
|
28,544
|
64,568
|
200,534
|
224,693
|
Otros Pasivos Financieros / Other financial liabilities
|
0
|
0
|
94
|
65
|
0
|
0
|
1,255
|
2,430
|
547,456
|
559,131
|
Cuentas por Pagar Comerciales / Trade accounts payable
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
Cuentas por Pagar a Entidades Relacionadas / Accounts payable to related companies
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
Otras Cuentas por Pagar / Other accounts payable
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
Ingresos Diferidos / Deferred income
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
Provisión por Beneficios a los Empleados / Provisions for employee benefits
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
Otras Provisiones / Other provisions
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
39,690
|
31,917
|
Pasivos por Impuestos Diferidos / Liabilities from deferred taxes
|
0
|
0
|
0
|
0
|
0
|
0
|
10,026
|
11,497
|
353,792
|
377,306
|
Pasivos por Impuestos Corrientes, no Corriente
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
Otros Pasivos no Financieros / Other non financial liabilities
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
TOTAL PASIVOS NO CORRIENTES / TOTAL NON-CURRENT LIABILITIES
|
0
|
0
|
94
|
65
|
0
|
0
|
23,243
|
21,844
|
940,938
|
968,354
|
TOTAL PASIVOS / TOTAL LIABILITIES
|
1,411
|
519
|
1,384
|
1,105
|
35
|
40
|
51,787
|
86,412
|
1,141,472
|
1,193,047
|
Capital Emitido / Issued capital
|
1,860
|
1,735
|
3,143
|
3,143
|
4,583
|
4,583
|
132,764
|
132,764
|
219,079
|
219,079
|
Primas de Emisión / Share premium
|
3,729
|
3,602
|
0
|
0
|
0
|
0
|
0
|
0
|
35,922
|
35,922
|
Acciones de Inversión / Investment stock
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
Acciones Propias en Cartera / Treasury shares
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
Otras Reservas de Capital / Other capital reserves
|
0
|
0
|
629
|
629
|
0
|
0
|
6,248
|
4,892
|
43,816
|
43,816
|
Resultados Acumulados / Retained earnings
|
-3,662
|
-3,428
|
4,519
|
7,138
|
-1,403
|
-734
|
23,814
|
13,560
|
862,334
|
886,414
|
Otras Reservas de Patrimonio / Other equity reserves
|
0
|
0
|
0
|
0
|
0
|
0
|
-4,234
|
-5,487
|
12,554
|
12,707
|
TOTAL PATRIMONIO / TOTAL EQUITY
|
1,927
|
1,909
|
8,291
|
10,910
|
3,180
|
3,849
|
158,592
|
145,729
|
1,173,705
|
1,197,938
|
TOTAL PASIVO Y PATRIMONIO / TOTAL LIABILITIES AND EQUITY
|
3,338
|
2,428
|
9,675
|
12,015
|
3,215
|
3,889
|
210,379
|
232,141
|
2,315,177
|
2,390,985
|
ESTADO DE RESULTADOS / INCOME STATEMENT
|
31/12/2023
|
31/12/2022
|
31/12/2023
|
31/12/2022
|
31/12/2023
|
31/12/2022
|
31/12/2023
|
31/12/2022
|
31/12/2023
|
31/12/2022
|
INGRESOS DE ACTIVIDADES ORDINARIAS / INCOME FROM REGULAR ACTIVITIES
|
2,131
|
1,251
|
14,434
|
9,673
|
185
|
203
|
69,125
|
63,908
|
671,803
|
554,907
|
Costo de Ventas / Cost of sales
|
0
|
0
|
-1,834
|
-1,498
|
0
|
0
|
-44,178
|
-34,694
|
-560,328
|
-429,861
|
Ganancia (Pérdida) Bruta / GROSS PROFIT (LOSS)
|
2,131
|
1,251
|
12,600
|
8,175
|
185
|
203
|
24,947
|
29,214
|
111,475
|
125,046
|
Gastos de Ventas y Distribución / Sales and distribution expenses
|
0
|
0
|
-1,541
|
-922
|
0
|
0
|
-7,962
|
-8,048
|
0
|
0
|
Gastos de Administración / Overheads
|
-2,194
|
-1,686
|
-2,072
|
-1,695
|
-198
|
-297
|
-6,270
|
-6,275
|
-25,556
|
-21,192
|
Otros Ingresos Operativos / Other operating income
|
0
|
5
|
58
|
59
|
64
|
0
|
15,801
|
9,036
|
39,160
|
6,649
|
Otros Gastos Operativos / Other operating expenses
|
0
|
0
|
0
|
0
|
0
|
0
|
-6,077
|
-9,412
|
-95,440
|
-1,288
|
Otras Ganancias (Pérdidas) / Other profit (loss)
|
0
|
0
|
0
|
0
|
0
|
106
|
0
|
0
|
0
|
0
|
GANANCIA (PERDIDA) OPERATIVA / PROFIT (LOSS) FROM OPERATING ACTIVITIES
|
-63
|
-430
|
9,045
|
5,617
|
51
|
12
|
20,439
|
14,515
|
29,639
|
109,215
|
Ganancia (Pérdida) de la Baja en Activos Financieros medidos al Costo Amortizado / Profit (loss) from disposal of financial assets measured at amortized cost
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
Ingresos Financieros / Financial income
|
61
|
374
|
436
|
252
|
8
|
0
|
11,054
|
3,962
|
5,493
|
2,300
|
Gastos Financieros / Financial expenses
|
0
|
-367
|
-13
|
-10
|
-3
|
0
|
-436
|
-853
|
-31,704
|
-20,640
|
Otros Ingresos (Gastos) de las Subsidiarias, Asociadas y Negocios Conjuntos / Other income (expense) from subsidiaries, joint ventures and associates
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
Diferencias de Cambio Neto / Exchange differences net
|
-141
|
0
|
-277
|
-384
|
-154
|
-251
|
2,803
|
1,674
|
460
|
4,296
|
Ganancias (Pérdidas) por Reclasificación de Activos Financieros a Valor Razonable con cambios en Resultados antes medidos al Costo Amortizado / Profits (losses) from the difference between the previous book value and fair value of financial assets reclassified and measured at fair value
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
Diferencia entre el Importe en Libros de los Activos Distribuidos y el Importe en Libros del Dividendo a pagar / Difference between carrying amount of dividends payable and carrying amount of noncash assets distributed
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
GANANCIA (PERDIDA) ANTES DE IMPUESTOS / PRE-INCOME TAX RESULT
|
-143
|
-423
|
9,191
|
5,475
|
-916
|
-1,445
|
33,860
|
19,298
|
12,611
|
100,175
|
Ingreso (Gasto) por Impuesto / Income tax expenses
|
0
|
0
|
-2,723
|
-1,625
|
247
|
328
|
-10,046
|
-5,738
|
-6,611
|
-35,025
|
Ganancia (Pérdida) Neta de Operaciones Continuadas / NET PROFIT (LOSS) FROM CONTINUING OPERATIONS
|
-143
|
-423
|
6,468
|
3,850
|
-669
|
-1,117
|
23,814
|
13,560
|
6,000
|
65,150
|
Ganancia (Pérdida) procedente de Operaciones Discontinuadas, neta de Impuesto / Profit (loss) from discontinued operations, net of income tax
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
GANANCIA (PERDIDA) NETA DEL EJERCICIO / NET PROFIT (LOSS) FOR THE PERIOD
|
-143
|
-423
|
6,468
|
3,850
|
-669
|
-1,117
|
23,814
|
13,560
|
6,000
|
65,150
|
INDICADORES FINANCIEROS / FINANCIAL RATIOS
|
31/12/2023
|
31/12/2023
|
31/12/2023
|
31/12/2023
|
31/12/2023
|
Liquidez / Liquid Ratio
|
2.30
|
|
7.26
|
|
15.91
|
|
4.68
|
|
1.92
|
|
Rotación de Activos / Gross Sales to Total Assets
|
0.64
|
|
1.49
|
|
0.06
|
|
0.33
|
|
0.29
|
|
Solvencia / Solvency
|
0.42
|
|
0.14
|
|
0.01
|
|
0.25
|
|
0.49
|
|
Deuda / Patrimonio / Debt / Equity
|
0.73
|
|
0.17
|
|
0.01
|
|
0.33
|
|
0.97
|
|
Rentabilidad sobre Ventas Netas % / Return %
|
-.-
|
|
44.81
|
|
-.-
|
|
34.45
|
|
0.89
|
|
Rentabilidad sobre Activos % / Return on Assets %
|
-.-
|
|
66.85
|
|
-.-
|
|
11.32
|
|
0.26
|
|
Rentabilidad de Patrimonio % / Return on Equity %
|
-.-
|
|
78.01
|
|
-.-
|
|
15.02
|
|
0.51
|
|
* Estados Financieros expresados en miles de US$
|
** Estados Financieros de Sociedades Administradoras de Fondos de Inversión o Fondos Mutuos de Inversión en Valores, cuyas cuotas o unidades de participación se encuentran inscritas en Rueda de Bolsa.
|
|
|
|