DuPont Decomposition

Why does SICALLOG earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

-25.8% = -15.1% × 0.26 × 6.62

Latest: FY2025

Profitability

Net Margin

-15.1%

-212.7% →-15.1%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.26x

0.50x →0.26x

Revenue per ₹ of assets

Leverage

Equity Multiplier

6.62x

4.87x →6.62x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 487.8 pp over 3 years. Driven by net margin improving (-212.7% → -15.1%), asset turnover declining (0.50x → 0.26x), leverage rising (4.87x → 6.62x). High financial leverage (equity multiplier > 4x) amplifies returns but also risk.

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr-0Cr-212.7%0.504.87-513.6%
FY20240Cr-0Cr-11.2%0.294.92-16.0%
FY20250Cr-0Cr-15.1%0.266.62-25.8%

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.