DuPont Decomposition

Why does SANATHAN earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

4.1% = 2.0% × 0.81 × 2.52

Latest: FY2026

Profitability

Net Margin

2.0%

11.4% →2.0%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.81x

1.74x →0.81x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.52x

1.82x →2.52x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 31.9 pp over 5 years. Driven by net margin declining (11.4% → 2.0%), asset turnover declining (1.74x → 0.81x), leverage rising (1.82x → 2.52x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr11.4%1.741.8236.0%
FY20230Cr0Cr4.7%1.711.6713.4%
FY20240Cr0Cr4.6%1.311.7310.5%
FY20250Cr0Cr5.3%0.851.958.9%
FY20260Cr0Cr2.0%0.812.524.1%

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.

SANATHAN DuPont Analysis — ROE 4.1% | YieldIQ