DuPont Decomposition

Why does SHEMAROO earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

-18.1% = -12.4% × 0.79 × 1.85

Latest: FY2025

Profitability

Net Margin

-12.4%

1.4% →-12.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.79x

0.43x →0.79x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.85x

1.54x →1.85x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 19.0 pp over 4 years. Driven by net margin declining (1.4% → -12.4%), asset turnover improving (0.43x → 0.79x), leverage rising (1.54x → 1.85x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr1.4%0.431.540.9%
FY20230Cr0Cr1.7%0.541.771.6%
FY20240Cr-0Cr-5.8%0.691.86-7.4%
FY20250Cr-0Cr-12.4%0.791.85-18.1%

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.

SHEMAROO DuPont Analysis — ROE -18.1% | YieldIQ