DuPont Decomposition

Why does SHALBY earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

0.6% = 0.6% × 0.63 × 1.72

Latest: FY2025

Profitability

Net Margin

0.6%

7.7% →0.6%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.63x

0.59x →0.63x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.72x

1.36x →1.72x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 5.5 pp over 4 years. Driven by net margin declining (7.7% → 0.6%), leverage rising (1.36x → 1.72x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr7.7%0.591.366.2%
FY20230Cr0Cr8.5%0.621.387.3%
FY20240Cr0Cr9.1%0.581.618.4%
FY20250Cr0Cr0.6%0.631.720.6%

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.

SHALBY DuPont Analysis — ROE 0.6% | YieldIQ