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

15.2% = 38.4% × 0.08 × 4.88

Latest: FY2026

Profitability

Net Margin

38.4%

14.1% →38.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.08x

0.14x →0.08x

Revenue per ₹ of assets

Leverage

Equity Multiplier

4.88x

5.45x →4.88x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 4.8 pp over 5 years. Driven by net margin improving (14.1% → 38.4%), leverage falling (5.45x → 4.88x). High financial leverage (equity multiplier > 4x) amplifies returns but also risk.

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr14.1%0.145.4510.4%
FY20230Cr0Cr35.5%0.084.8413.8%
FY20240Cr0Cr38.6%0.085.0715.1%
FY20250Cr0Cr41.8%0.085.2016.9%
FY20260Cr0Cr38.4%0.084.8815.2%

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.

SHRIRAMFIN DuPont Analysis — ROE 15.2% | YieldIQ