DuPont Decomposition

Why does SIGMA earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

38.6% = 25.1% × 1.24 × 1.24

Latest: FY2025

Profitability

Net Margin

25.1%

21.8% →25.1%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.24x

1.09x →1.24x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.24x

1.19x →1.24x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 10.3 pp over 4 years. Driven by net margin improving (21.8% → 25.1%), asset turnover improving (1.09x → 1.24x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr21.8%1.091.1928.3%
FY20230Cr0Cr21.1%0.871.2222.4%
FY20240.1Cr0Cr23.2%0.341.5111.8%
FY20250Cr0Cr25.1%1.241.2438.6%

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 SIGMA

Combine financial quality with intrinsic value.

See Fair Value →

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