DuPont Decomposition

Why does SDBL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

13.3% = 7.5% × 1.04 × 1.71

Latest: FY2025

Profitability

Net Margin

7.5%

3.3% →7.5%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.04x

0.53x →1.04x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.71x

2.43x →1.71x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 9.0 pp over 3 years. Driven by net margin improving (3.3% → 7.5%), asset turnover improving (0.53x → 1.04x), leverage falling (2.43x → 1.71x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr3.3%0.532.434.2%
FY20240Cr0Cr2.7%0.632.083.6%
FY20250Cr0Cr7.5%1.041.7113.3%

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)

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