DuPont Decomposition

Why does SAGCEM earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

-0.7% = -0.4% × 0.59 × 2.66

Latest: FY2026

Profitability

Net Margin

-0.4%

4.3% →-0.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.59x

0.47x →0.59x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.66x

2.68x →2.66x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 6.2 pp over 5 years. Driven by net margin declining (4.3% → -0.4%), asset turnover improving (0.47x → 0.59x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr4.3%0.472.685.5%
FY20230Cr0Cr1.4%0.532.101.5%
FY20240Cr-0Cr-1.7%0.572.24-2.2%
FY20250Cr-0Cr-9.3%0.542.42-12.2%
FY20260Cr-0Cr-0.4%0.592.66-0.7%

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.

SAGCEM DuPont Analysis — ROE -0.7% | YieldIQ