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Key question

Which FX exposures across subsidiaries net out at group level — and how to hedge only the true residual risk with hedge accounting treatment?

Your company

Enter your company data

demo
demo
BrazilBRL
Revenue
demo
mn
demo
Costs
demo
mn
demo
demo
hedge ratio
100%
0%100%
EurozoneEUR
Revenue
demo
mn
demo
Costs
demo
mn
demo
demo
hedge ratio
100%
0%100%
USAUSD
Revenue
demo
mn
demo
Costs
demo
mn
demo
demo
hedge ratio
100%
0%100%

Analysis Results

EUR (reporting) · Brazil / Eurozone / USA · hedge ratio 100%

Group net economic exposure (unhedged)

The group's net currency exposure is identified and stress-tested against extreme FX moves. Each currency pair's contribution to EBITDA risk is measured separately, then combined accounting for correlations between pairs. Under joint adverse movement of all currencies, the 5% worst-case EBITDA impact reaches EUR 12.9mn.

Max EBITDA loss · EUR/BRL

EUR 9.4mn

5% probability · 1-year horizon · BRL exposure only

Max EBITDA loss · EUR/USD

EUR 5.6mn

5% probability · 1-year horizon · USD exposure only

Max EBITDA loss · all currencies

EUR 12.9mn

5% probability · 1-year horizon · diversification benefit −2.0mn

Impact of the current hedging policy

Each subsidiary hedges 100% of its transaction exposures — at first glance this sounds prudent. But viewed at the group level, the subsidiary-level hedges destroy the natural netting between the BRL positions of Brazil and the USA, doubling group-level risk.

Max EBITDA loss · EUR/BRL

EUR 18.7mn

was 9.4mn unhedged — doubled by subsidiary hedges

Max EBITDA loss · EUR/USD

EUR 4.9mn

was 5.6mn unhedged — slightly improved

Max EBITDA loss · all currencies

EUR 19.6mn

was 12.9mn unhedged — 52% worse overall

Optimal strategy: group-level netting (hedge the net position)

Instead of each subsidiary closing its own risks independently, the group looks at the aggregate open position and hedges only what does not naturally offset across subsidiaries.

EaR · total

EUR 0mn

BRL and USD positions naturally offset

Hedge notional

−90%

from USD 300M + BRL 600M to USD 60M

Advanced Analysis

Demo is based on historical data. In the full version — current data, your currency, your company's portfolio.

Dynamic netting adjusted for changes in revenue mixdemo
EaR scenario analysis under sharp FX movesdemo
IFRS 9 — hedge accounting optimisation under a group-level netting approachdemo