DuPont Decomposition

Why does SGFIN earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

8.7% = 38.4% × 0.08 × 2.86

Latest: FY2026

Profitability

Net Margin

38.4%

2091.7% →38.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.08x

0.00x →0.08x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.86x

1.02x →2.86x

Assets funded by equity vs debt

Trend Analysis

ROE stable at ~9%. Driven by net margin declining (2091.7% → 38.4%), leverage rising (1.02x → 2.86x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr2091.7%0.001.028.8%
FY20230Cr0Cr46.1%0.041.883.2%
FY20240Cr0Cr42.3%0.102.219.8%
FY20250Cr0Cr47.7%0.072.388.0%
FY20260Cr0Cr38.4%0.082.868.7%

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)

See DCF fair value for SGFIN

Combine financial quality with intrinsic value.

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