DuPont Decomposition

Why does SHALPAINTS earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

-25.4% = -13.4% × 0.85 × 2.23

Latest: FY2025

Profitability

Net Margin

-13.4%

-16.9% →-13.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.85x

0.55x →0.85x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.23x

1.84x →2.23x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 8.2 pp over 4 years. Driven by net margin improving (-16.9% → -13.4%), asset turnover improving (0.55x → 0.85x), leverage rising (1.84x → 2.23x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr-0Cr-16.9%0.551.84-17.2%
FY20230Cr-0Cr-7.5%0.771.77-10.3%
FY20240Cr-0Cr-13.9%0.791.70-18.8%
FY20250Cr-0Cr-13.4%0.852.23-25.4%

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.

SHALPAINTS DuPont Analysis — ROE -25.4% | YieldIQ