DuPont Decomposition

Why does SAKUMA earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

2.1% = 0.7% × 2.51 × 1.29

Latest: FY2025

Profitability

Net Margin

0.7%

0.9% →0.7%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

2.51x

5.54x →2.51x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.29x

1.38x →1.29x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 4.8 pp over 3 years. Driven by asset turnover declining (5.54x → 2.51x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr0.9%5.541.386.9%
FY20240Cr0Cr1.2%3.141.405.4%
FY20250Cr0Cr0.7%2.511.292.1%

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.

SAKUMA DuPont Analysis — ROE 2.1% | YieldIQ