DuPont Decomposition

Why does SAMBHV earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

18.8% = 6.4% × 1.36 × 2.15

Latest: FY2024

Profitability

Net Margin

6.4%

8.8% →6.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.36x

1.79x →1.36x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.15x

3.07x →2.15x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 29.5 pp over 3 years. Driven by net margin declining (8.8% → 6.4%), asset turnover declining (1.79x → 1.36x), leverage falling (3.07x → 2.15x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr8.8%1.793.0748.3%
FY20230Cr0Cr6.5%1.702.6228.7%
FY20240Cr0Cr6.4%1.362.1518.8%

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.

SAMBHV DuPont Analysis — ROE 18.8% | YieldIQ