DuPont Decomposition

Why does SHIVALIK earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

4.0% = 5.4% × 0.42 × 1.77

Latest: FY2025

Profitability

Net Margin

5.4%

12.4% →5.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.42x

0.42x →0.42x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.77x

1.70x →1.77x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 4.9 pp over 4 years. Driven by net margin declining (12.4% → 5.4%).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr12.4%0.421.708.9%
FY20230Cr0Cr8.9%0.401.866.7%
FY20240Cr0Cr4.7%0.391.783.3%
FY20250Cr0Cr5.4%0.421.774.0%

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.

SHIVALIK DuPont Analysis — ROE 4.0% | YieldIQ