DuPont Decomposition

Why does SENORES earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

12.4% = 18.2% × 0.39 × 1.72

Latest: FY2026

Profitability

Net Margin

18.2%

7.0% →18.2%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.39x

0.24x →0.39x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.72x

1.62x →1.72x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 9.6 pp over 5 years. Driven by net margin improving (7.0% → 18.2%), asset turnover improving (0.24x → 0.39x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr7.0%0.241.622.7%
FY20230Cr0Cr23.9%0.272.8818.5%
FY20240Cr0Cr14.9%0.343.0415.4%
FY20250Cr0Cr14.7%0.321.567.5%
FY20260Cr0Cr18.2%0.391.7212.4%

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.

SENORES DuPont Analysis — ROE 12.4% | YieldIQ