---
language:
  - "en"
pretty_name: "Parsed Annual and ESG Reports Dataset for EU Taxonomy KPI Extraction"
tags:
  - finance
  - sustainability
  - ESG
  - EU Taxonomy
license: "cc0-1.0"
task_categories:
  - question-answering
  - text-classification
  - zero-shot-classification
---

## Dataset Summary

This dataset was created as part of the Master's thesis _Automated Analysis of Sustainability Reports: Using Large Language Models for the Extraction and Prediction of EU Taxonomy-Compliant KPIs_ (University of Innsbruck, 2025).
It contains parsed annual and sustainability reports from 190 European companies subject to EU Taxonomy reporting obligations for the fiscal year 2023. Each record includes extracted Key Performance Indicators (KPIs) and verified company-level metadata.

The dataset supports research on automated analysis of corporate sustainability disclosures, the extraction of EU Taxonomy-aligned financial KPIs, and the evaluation of large language models for compliance-related information extraction tasks.

---

## Data Structure

Each JSON file represents one company-year record and follows this schema:

```json
{
  "company_name": "",
  "company_info": {
    "name": "",
    "industry": "",
    "country": "",
    "revenue": "",
    "number_of_employees": "",
    "company_type": "",
    "sector": ""
  },
  "extracted_kpis": {
    "currency": "",
    "units": "",
    "turnoverKPI": {
      "totalTurnover": {
        "value": "",
        "percentage": ""
      },
      "eligibleTurnover": {
        "value": "",
        "percentage": ""
      },
      "alignedTurnover": {
        "value": "",
        "percentage": ""
      },
      "nonEligibleTurnover": {
        "value": "",
        "percentage": ""
      }
    },
    "capexKPI": {
      "totalCapex": {
        "value": "",
        "percentage": ""
      },
      "eligibleCapex": {
        "value": "",
        "percentage": ""
      },
      "alignedCapex": {
        "value": "",
        "percentage": ""
      },
      "eligibleNotAlignedCapex": {
        "value": "",
        "percentage": ""
      },
      "nonEligibleCapex": {
        "value": "",
        "percentage": ""
      }
    },
    "opexKPI": {
      "totalOpex": {
        "value": "",
        "percentage": ""
      },
      "eligibleOpex": {
        "value": "",
        "percentage": ""
      },
      "alignedOpex": {
        "value": "",
        "percentage": ""
      },
      "nonEligibleOpex": {
        "value": "",
        "percentage": ""
      }
    }
  },
  "taxonomy_section": "",
  "report_without_taxonomy": "",
  "full_report": "",
  "taxonomy_data": {
    "activities": []
  }
}
```

---

## Data Fields

| Field                              | Type             | Description                                                                       |
| ---------------------------------- | ---------------- | --------------------------------------------------------------------------------- |
| `company_name`                     | string           | Official name of the company                                                      |
| `company_info.industry`            | string           | Industry classification                                                           |
| `company_info.country`             | string           | Country of headquarters                                                           |
| `company_info.revenue`             | numeric / string | Annual revenue (euros)                                                            |
| `company_info.number_of_employees` | integer          | Number of employees                                                               |
| `company_info.company_type`        | string           | Type of company (e.g., public, private)                                           |
| `company_info.sector`              | string           | Economic sector classification                                                    |
| `extracted_kpis.currency`          | string           | Currency used for KPI reporting                                                   |
| `extracted_kpis.units`             | string           | Units used for financial figures (e.g., million)                                  |
| `extracted_kpis.turnoverKPI.*`     | object           | Reported turnover values and percentages (total, eligible, aligned, non-eligible) |
| `extracted_kpis.capexKPI.*`        | object           | Reported capital expenditure values and percentages                               |
| `extracted_kpis.opexKPI.*`         | object           | Reported operating expenditure values and percentages                             |
| `taxonomy_section`                 | string           | Extracted text of the EU Taxonomy disclosure section                              |
| `report_without_taxonomy`          | string           | Full report text excluding the EU Taxonomy section                                |
| `full_report`                      | string           | Complete parsed annual or sustainability report                                   |
| `taxonomy_data.activities`         | list             | Reported EU Taxonomy activities for the company                                   |

---

## License

**Creative Commons CC0 1.0 Universal (Public Domain Dedication)**
You are free to use, share, and adapt the dataset without any restrictions or attribution.