|Name of indicators|
|Expected growth of investments in industry (current year compared to the previous year)||%||-20.9|
|Types of investment (current year):|
|- Replacement of worn-out equipment||%||30.3|
|- An increase of production capacity||%||37.8|
|- Mechanization or automatization of existing production processes and for introduction of new technologies||%||18.0|
|- Other (protection of the environment, safety measures, etc.)||%||13.9|
|Distribution of expected investments (current year, by main industrial groupings):|
|- Production of durable goods||%||2.6|
|- Production of non-durable goods||%||18.2|
|- Energy and water-related industries||%||27.5|
|- Production of intermediate goods||%||36.4|
|- Production of investment goods (including manufacture of motor vehicles, trailers and semi-trailers)||%||14.7|
|Factors influencing decisions for investments (current year):|
|- Financial resources or expected profits||balance||36.4|
|- Technical factors||balance||34.0|
|Planned growth of investments in industry (next year compared to current year)||%||-7.6|
|Types of investment (next year):|
|- Replacement of worn-out equipment||%||29.4|
|- An increase of production capacity||%||34.5|
|- Mechanization or automatization of existing production processes and for introduction of new technologies||%||16.4|
|- Other (protection of the environment, safety measures, etc.)||%||19.7|
|Distribution of planned investments (next year, by main industrial groupings):|
|- Production of durable goods||%||1.8|
|- Production of non-durable goods||%||14.6|
|- Energy and water-related industries||%||37.6|
|- Production of intermediate goods||%||35.7|
|- Production of investment goods (including manufacture of motor vehicles, trailers and semi-trailers)||%||9.9|
|Factors influencing decisions for investments (next year):|
|- Financial resources or expected profits||balance||37.4|
|- Technical factors||balance||33.4|
Investment activity in industry - October (NACE Rev. 2)
National Statistical Institute
|Contact organisation unit|
Statistics on Tourism and Business surveys Department
|Contact person function|
Head of department
|Contact mail address|
2, P. Volov Str., 1038 Sofia, Bulgaria
|Contact email address|
|Contact phone number|
+359 2 9857 529
|Contact fax number|
|Metadata last certified||16 July 2020|
|Metadata last posted||16 July 2020|
|Metadata last update||16 July 2020|
The survey gathers information from managers about the carried out investment and investment plans of the enterprises. The inquiry is conducted twice a year - in March and in October, and the questionnaires have different content. The March survey gathers information about the investment during the current year and previous two years, while the October survey - about the investment in the previous, present and next year, and the influence of definite factors on the investment over the present and next year.
The survey covers enterprises in the industrial sector.
|Statistical concepts and definitions|
Based on data received from March survey is calculated the expected percentage change of the investment carried out during the current year in comparison with the investment from the previous year. Based on results from October survey - the percentage change of the investment carried out during the current year compared to the previous year, and also the expected investment for the next year compared to the current year.
The observed unit is enterprise.
About 3900 enterprises are surveyed.
At national level: total for the territory of Republic of Bulgaria.
At European level: General for Economic and Financial affairs Directorate publishes for the EU member states, Euro area and EU candidate countries.
The time series of data are published from 2003 (at Information System INFOSTAT of the National Statistical Institute).
|Unit of measure|
Balance and percentage.
|Legal acts and other agreements|
The indicators are provided to EC, DG "Economic and Financial affairs", according to concluded agreement.
|Confidentiality - policy|
The confidentiality of the individual data of the respondents in the survey "Investment activity in industry" is guaranteed by:
|Confidentiality - data treatment|
Individual data from the survey are not published in accordance with article 25 of the Law on Statistics. The publishing of individual data can be performed only in accordance with article 26 of the Law on Statistics and Rules for provision of anonymized individual data for scientific and research purposes (http://www.nsi.bg/bg/node/575).
The date of publication of statistical information is indicated in the Release Calendar presenting the results of the statistical surveys carried out by the National Statistical Institute. The data are announced in the first two weeks after the reference period.
|Release calendar access|
The calendar is available on the NSI website: http://www.nsi.bg/en/node/480
Data for the investment activity in industry are published on the NSI website, according to the Chapter 5 of the Law on Statistics and European Statistics Code of Practice, considering professional independence and with aim of impartiality and transparency, where all users are treated equal:
The access to the results of the statistical surveys of all users and equality of their rights are regulated in the Rules for dissemination of statistical products and services of the National Statistical Institute.
|Frequency of dissemination|
|Accessibility and clarity|
NSI publishes regular press releases "Investment activity in industry" in the first two weeks after the reference period.
Analytical publication "Bulgaria 2011 - statistical panorama".
The results from the investment activity in industry are available in the information system for online requests for statistical information - INFOSTAT.: Topic "Business Statistics", Subtopic "Business Surveys": https://infostat.nsi.bg/infostat/pages/module.jsf?x_2=33
Information services on request, according to the Rules for dissemination of statistical products and services by the NSI http://www.nsi.bg/bg/node/564/.
|Documentation on methodology|
Manual to the Joint harmonised EU programme of business and consumer surveys.
The applied statistical practice of providing data is according to the harmonized European Union programme for business surveys.
Is performed according to the standard criteria for quality assessment - applicability, accuracy and reliability, timeliness, comparability and coherence.
Main users of the data are Government institutions, scientific institutions and other users from the country, the European Commission, and other international organizations.
The users' satisfaction survey is not carried out.
The survey "Investment activity in industry" covers all required variables, according to the Joint harmonised European Union programme.
|Accuracy and reliability|
In sample surveys may be mistakes in the registration of answers, processing, and others.
|Timeliness and punctuality|
The NSI presents information about business surveys in the first two weeks after the reference period.
The data are disseminated according to the planned schedule.
|Coherence and comparability|
|Comparability - geographical|
The data received at national level are comparable between different countries carrying out business surveys according to Joint harmonised EU programme.
|Comparability - over time|
The time series data are comparable in time.
|Coherence - cross domain|
|Coherence - internal|
|Cost and burden|
In order alleviate the business in submitting statistical data, reducing the respondents' burden and improve the quality of data in statistical surveys since October 2012 "Business survey of investment activity in industry" are conducted through web-based questionnaires.
|Data revision - policy|
|Data revision - practice|
Main data source are questionnaires.
|Frequency of data collection|
Methods of data collection:
Data validation is done on two levels:
The data processing is performed by developed application software.
Monday, 29 April 2013 - 11:00
In April 2013 the total business climate indicator decreases by 0.6 percentage points compared to its level from the previous month, as only in industry the drop of the indicator is observed (by 4.2 percentage points). In construction and service sector the business climate rises by 4.4 and 0.6 percentage points respectively and in retail trade keeps approximately its March level.
Friday, 12 April 2013 - 11:00
According to the latest data from investment business inquiry the expenditures for acquiring fixed tangible and intangible assets in industry in 2012 are by 2.4% more compared to 2011. The plans of enterprises in the branch in 2013 are also for an increase of investments - by 26.5% in comparison with the previous year.
Thursday, 28 March 2013 - 11:00
In March 2013 the total business climate indicator marks a decrease by 1.8 percentage points compared to its level from the previous month due to the more unfavourable business climate in industry (-1.2 percentage points), construction (-0.7 percentage points) and retail trade (-5.3 percentage points).
Thursday, 28 February 2013 - 11:00
In February 2013 the total business climate indicator increases by 5.7 percentage points compared to the previous month due to the more favourable managers’ opinions from all observed sectors - industry, construction, retail trade and service sector.
Monday, 4 February 2013 - 11:00
In January 2013 the total consumer confidence indicator increases by 2.3 percentage points compared to its October 2012 level which is due to the increased of confidence among the urban inhabitants. The level of the indicator for the rural inhabitants remains unchanged.
Monday, 28 January 2013 - 11:00
In January 2013 the total business climate indicator decreases by 3.2 percentage points compared to its December 2012 level due to the more unfavourable business climate in industry and retail trade.
Friday, 28 December 2012 - 11:00
In December 2012 the total business climate indicator increases by 0.7 percentage points compared to its level from the previous month. In construction and retail trade the business climate rises by 3.6 and 6.4 percentage points respectively and in industry keeps approximately its November level. Only in service sector the business conjuncture is worsened (by 5.9 percentage points).
Wednesday, 28 November 2012 - 11:00
In November 2012 the total business climate indicator increases by 0.9 percentage points compared to its October level. A better business climate is registered in industry (by 3.5 percentage points) and service sector (by 3.6 percentage points), while in construction and retail trade have certain deterioration of the business conjuncture (respectively by 5.3 and 1.2 percentage points).
Friday, 16 November 2012 - 11:00
The investment business inquiry of NSI carried out among industrial enterprises in October 2012 shows that the entrepreneurs expect to make 4.3% more investments in the current year in comparison with the previous 2011.
Monday, 5 November 2012 - 11:00
In October 2012 the total consumer confidence indicator decreases by 4.3 percentage points compared to its level 3 months ago which is due to the decreased confidence of both urban and rural inhabitants by 4.6 and 4.0 percentage points respectively.