DuPont Decomposition

Why does ESAFSFB earn its ROE?

Breaking down Return on Equity into profitability, efficiency, and leverage.

ROE = Net Margin × Asset Turnover × Equity Multiplier

-26.8% = -20.7% × 0.09 × 13.94

Latest: FY2025

Profitability

Net Margin

-20.7%

4.0% →-20.7%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.09x

0.08x →0.09x

Revenue per ₹ of assets

Leverage

Equity Multiplier

13.94x

12.54x →13.94x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 30.6 pp over 4 years. Driven by net margin declining (4.0% → -20.7%), leverage rising (12.54x → 13.94x). High financial leverage (equity multiplier > 4x) amplifies returns but also risk.

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr4.0%0.0812.543.9%
FY20230Cr0Cr14.7%0.1011.7917.6%
FY20240Cr0Cr15.1%0.1110.4717.1%
FY20250Cr-0Cr-20.7%0.0913.94-26.8%

How to read DuPont

  • Rising ROE from margin = pricing power, operational improvement (good)
  • Rising ROE from turnover = better asset utilization (good)
  • Rising ROE from leverage = more debt, amplified risk (caution)
  • Falling ROE across all three = structural deterioration (red flag)

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DuPont decomposition from audited annual financials. Factual analysis, not investment advice.

ESAFSFB DuPont Analysis — ROE -26.8% | YieldIQ