DuPont Decomposition

Why does SATIN earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

7.3% = 8.3% × 0.19 × 4.56

Latest: FY2025

Profitability

Net Margin

8.3%

22.6% →8.3%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.19x

0.06x →0.19x

Revenue per ₹ of assets

Leverage

Equity Multiplier

4.56x

4.82x →4.56x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 1.3 pp over 3 years. Driven by net margin declining (22.6% → 8.3%), asset turnover improving (0.06x → 0.19x), leverage falling (4.82x → 4.56x). High financial leverage (equity multiplier > 4x) amplifies returns but also risk.

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr22.6%0.064.826.1%
FY20240Cr0Cr20.0%0.064.375.3%
FY20250Cr0Cr8.3%0.194.567.3%

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 SATIN

Combine financial quality with intrinsic value.

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