DuPont Decomposition

Why does SARLAPOLY earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

-2.5% = -3.3% × 0.48 × 1.61

Latest: FY2026

Profitability

Net Margin

-3.3%

11.1% →-3.3%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.48x

0.68x →0.48x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.61x

1.62x →1.61x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 14.7 pp over 5 years. Driven by net margin declining (11.1% → -3.3%), asset turnover declining (0.68x → 0.48x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr11.1%0.681.6212.2%
FY20230Cr0Cr5.6%0.661.475.4%
FY20240Cr0Cr8.8%0.581.527.7%
FY20250Cr0Cr14.6%0.571.5412.7%
FY20260Cr-0Cr-3.3%0.481.61-2.5%

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.

SARLAPOLY DuPont Analysis — ROE -2.5% | YieldIQ