DuPont Decomposition

Why does SANDUMA earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

17.9% = 15.2% × 0.55 × 2.15

Latest: FY2025

Profitability

Net Margin

15.2%

30.2% →15.2%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.55x

0.83x →0.55x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.15x

1.63x →2.15x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 22.8 pp over 4 years. Driven by net margin declining (30.2% → 15.2%), asset turnover declining (0.83x → 0.55x), leverage rising (1.63x → 2.15x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr30.2%0.831.6340.7%
FY20230Cr0Cr12.8%0.831.3114.0%
FY20240Cr0Cr29.6%0.211.207.6%
FY20250Cr0Cr15.2%0.552.1517.9%

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)

See DCF fair value for SANDUMA

Combine financial quality with intrinsic value.

See Fair Value →

DuPont decomposition from audited annual financials. Factual analysis, not investment advice.