DuPont Decomposition

Why does SHREDIGCEM earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

6.9% = 3.5% × 1.04 × 1.91

Latest: FY2025

Profitability

Net Margin

3.5%

12.5% →3.5%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.04x

0.42x →1.04x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.91x

1.44x →1.91x

Assets funded by equity vs debt

Trend Analysis

ROE stable at ~7%. Driven by net margin declining (12.5% → 3.5%), asset turnover improving (0.42x → 1.04x), leverage rising (1.44x → 1.91x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr12.5%0.421.447.5%
FY20240Cr0Cr14.1%0.421.408.3%
FY20250Cr0Cr3.5%1.041.916.9%

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 SHREDIGCEM

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