DuPont Decomposition

Why does SAKHTISUG earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

40.3% = 8.8% × 0.60 × 7.71

Latest: FY2025

Profitability

Net Margin

8.8%

12.3% →8.8%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.60x

0.68x →0.60x

Revenue per ₹ of assets

Leverage

Equity Multiplier

7.71x

13.12x →7.71x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 69.5 pp over 2 years. Driven by net margin declining (12.3% → 8.8%), leverage falling (13.12x → 7.71x). High financial leverage (equity multiplier > 4x) amplifies returns but also risk.

Historical Decomposition

Last 2 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20240Cr0Cr12.3%0.6813.12109.8%
FY20250Cr0Cr8.8%0.607.7140.3%

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.

SAKHTISUG DuPont Analysis — ROE 40.3% | YieldIQ