DuPont Decomposition

Why does SANSERA earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

7.8% = 7.6% × 0.76 × 1.35

Latest: FY2025

Profitability

Net Margin

7.6%

5.7% →7.6%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.76x

0.25x →0.76x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.35x

2.11x →1.35x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 4.7 pp over 3 years. Driven by net margin improving (5.7% → 7.6%), asset turnover improving (0.25x → 0.76x), leverage falling (2.11x → 1.35x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr5.7%0.252.113.0%
FY20240Cr0Cr6.2%0.272.073.5%
FY20250Cr0Cr7.6%0.761.357.8%

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.