DuPont Decomposition

Why does SHK earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

5.1% = 2.9% × 0.81 × 2.14

Latest: FY2026

Profitability

Net Margin

2.9%

9.5% →2.9%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.81x

0.68x →0.81x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.14x

2.27x →2.14x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 9.6 pp over 5 years. Driven by net margin declining (9.5% → 2.9%), asset turnover improving (0.68x → 0.81x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr9.5%0.682.2714.7%
FY20230Cr0Cr3.6%0.752.095.8%
FY20240Cr0Cr6.7%0.761.9810.1%
FY20250Cr0Cr3.5%0.792.115.8%
FY20260Cr0Cr2.9%0.812.145.1%

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)

See DCF fair value for SHK

Combine financial quality with intrinsic value.

See Fair Value →

DuPont decomposition from audited annual financials. Factual analysis, not investment advice.

SHK DuPont Analysis — ROE 5.1% | YieldIQ