DuPont Decomposition

Why does SHRIRAMFIN earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

16.9% = 43.1% × 0.08 × 5.20

Latest: FY2025

Profitability

Net Margin

43.1%

16.2% →43.1%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.08x

0.04x →0.08x

Revenue per ₹ of assets

Leverage

Equity Multiplier

5.20x

4.81x →5.20x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 14.0 pp over 3 years. Driven by net margin improving (16.2% → 43.1%), leverage rising (4.81x → 5.20x). High financial leverage (equity multiplier > 4x) amplifies returns but also risk.

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr16.2%0.044.812.9%
FY20240Cr0Cr20.4%0.045.004.1%
FY20250Cr0Cr43.1%0.085.2016.9%

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)

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