DuPont Decomposition

Why does SIEMENS earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

15.9% = 12.1% × 0.87 × 1.51

Latest: FY2026

Profitability

Net Margin

12.1%

9.7% →12.1%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.87x

0.79x →0.87x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.51x

1.73x →1.51x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 2.6 pp over 4 years. Driven by net margin improving (9.7% → 12.1%), leverage falling (1.73x → 1.51x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr9.7%0.791.7313.3%
FY20240Cr0Cr10.2%0.871.7015.0%
FY20250Cr0Cr17.9%0.601.6517.7%
FY20260Cr0Cr12.1%0.871.5115.9%

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.