DuPont Decomposition

Why does SGIL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

15.7% = 4.8% × 1.04 × 3.18

Latest: FY2025

Profitability

Net Margin

4.8%

1.2% →4.8%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.04x

1.57x →1.04x

Revenue per ₹ of assets

Leverage

Equity Multiplier

3.18x

5.18x →3.18x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 5.9 pp over 3 years. Driven by net margin improving (1.2% → 4.8%), asset turnover declining (1.57x → 1.04x), leverage falling (5.18x → 3.18x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr1.2%1.575.189.8%
FY20240Cr0Cr3.6%1.634.2424.8%
FY20250Cr0Cr4.8%1.043.1815.7%

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)

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