DuPont Decomposition

Why does SBICARD earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

13.9% = 13.4% × 0.22 × 4.76

Latest: FY2025

Profitability

Net Margin

13.4%

15.8% →13.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.22x

0.08x →0.22x

Revenue per ₹ of assets

Leverage

Equity Multiplier

4.76x

4.63x →4.76x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 7.8 pp over 3 years. Driven by net margin declining (15.8% → 13.4%), asset turnover improving (0.08x → 0.22x). High financial leverage (equity multiplier > 4x) amplifies returns but also risk.

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr15.8%0.084.636.1%
FY20240Cr0Cr15.2%0.074.815.5%
FY20250Cr0Cr13.4%0.224.7613.9%

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.