DuPont Decomposition

Why does SHAHALLOYS earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

-165.8% = -3.1% × 2.30 × 22.88

Latest: FY2024

Profitability

Net Margin

-3.1%

9.3% →-3.1%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

2.30x

2.74x →2.30x

Revenue per ₹ of assets

Leverage

Equity Multiplier

22.88x

9.73x →22.88x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 414.1 pp over 3 years. Driven by net margin declining (9.3% → -3.1%), asset turnover declining (2.74x → 2.30x), leverage rising (9.73x → 22.88x). High financial leverage (equity multiplier > 4x) amplifies returns but also risk.

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr9.3%2.749.73248.3%
FY20230Cr-0Cr-0.5%2.089.87-10.5%
FY20240Cr-0Cr-3.1%2.3022.88-165.8%

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.

SHAHALLOYS DuPont Analysis — ROE -165.8% | YieldIQ