DuPont Decomposition

Why does SHAILY earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

17.0% = 11.9% × 0.84 × 1.70

Latest: FY2025

Profitability

Net Margin

11.9%

7.4% →11.9%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.84x

0.19x →0.84x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.70x

1.73x →1.70x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 14.5 pp over 3 years. Driven by net margin improving (7.4% → 11.9%), asset turnover improving (0.19x → 0.84x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr7.4%0.191.732.5%
FY20240Cr0Cr11.3%0.221.704.2%
FY20250Cr0Cr11.9%0.841.7017.0%

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.