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

13.8% = 13.2% × 0.25 × 4.22

Latest: FY2026

Profitability

Net Margin

13.2%

15.1% →13.2%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.25x

0.31x →0.25x

Revenue per ₹ of assets

Leverage

Equity Multiplier

4.22x

4.47x →4.22x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 7.1 pp over 5 years. Driven by net margin declining (15.1% → 13.2%), leverage falling (4.47x → 4.22x). High financial leverage (equity multiplier > 4x) amplifies returns but also risk.

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr15.1%0.314.4720.9%
FY20230Cr0Cr21.1%0.234.6323.0%
FY20240Cr0Cr18.9%0.224.8119.9%
FY20250Cr0Cr12.9%0.234.7613.9%
FY20260Cr0Cr13.2%0.254.2213.8%

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.

SBICARD DuPont Analysis — ROE 13.8% | YieldIQ