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

12.9% = 17.5% × 0.56 × 1.32

Latest: FY2025

Profitability

Net Margin

17.5%

19.5% →17.5%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.56x

0.12x →0.56x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.32x

1.26x →1.32x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 9.9 pp over 3 years. Driven by net margin declining (19.5% → 17.5%), asset turnover improving (0.12x → 0.56x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr19.5%0.121.263.0%
FY20240Cr0Cr20.5%0.131.383.7%
FY20250Cr0Cr17.5%0.561.3212.9%

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)

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