DuPont Decomposition

Why does SANDESH earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

5.7% = 26.4% × 0.20 × 1.07

Latest: FY2025

Profitability

Net Margin

26.4%

14.3% →26.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.20x

0.07x →0.20x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.07x

1.06x →1.07x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 4.7 pp over 3 years. Driven by net margin improving (14.3% → 26.4%), asset turnover improving (0.07x → 0.20x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr14.3%0.071.061.1%
FY20240Cr0Cr83.6%0.061.075.7%
FY20250Cr0Cr26.4%0.201.075.7%

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.