DuPont Decomposition

Why does SBILIFE earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

12.9% = 2.2% × 0.22 × 26.20

Latest: FY2026

Profitability

Net Margin

2.2%

1.8% →2.2%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.22x

0.30x →0.22x

Revenue per ₹ of assets

Leverage

Equity Multiplier

26.20x

23.52x →26.20x

Assets funded by equity vs debt

Trend Analysis

ROE stable at ~13%. Driven by leverage rising (23.52x → 26.20x). High financial leverage (equity multiplier > 4x) amplifies returns but also risk.

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr1.8%0.3023.5213.0%
FY20230Cr0Cr2.1%0.2624.1713.2%
FY20240Cr0Cr1.4%0.3326.7112.7%
FY20250Cr0Cr2.1%0.2626.9114.2%
FY20260Cr0Cr2.2%0.2226.2012.9%

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.

SBILIFE DuPont Analysis — ROE 12.9% | YieldIQ