DuPont Decomposition

Why does SAREGAMA earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

12.2% = 21.0% × 0.42 × 1.37

Latest: FY2026

Profitability

Net Margin

21.0%

26.9% →21.0%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.42x

0.34x →0.42x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.37x

1.23x →1.37x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 1.2 pp over 5 years. Driven by net margin declining (26.9% → 21.0%).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr26.9%0.341.2311.1%
FY20230Cr0Cr26.2%0.411.2713.8%
FY20240Cr0Cr26.1%0.371.3813.4%
FY20250Cr0Cr17.4%0.561.3212.9%
FY20260Cr0Cr21.0%0.421.3712.2%

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.

SAREGAMA DuPont Analysis — ROE 12.2% | YieldIQ