DuPont Decomposition

Why does SJVN earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

5.8% = 27.1% × 0.07 × 3.25

Latest: FY2025

Profitability

Net Margin

27.1%

3.4% →27.1%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.07x

0.02x →0.07x

Revenue per ₹ of assets

Leverage

Equity Multiplier

3.25x

2.33x →3.25x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 5.7 pp over 3 years. Driven by net margin improving (3.4% → 27.1%), leverage rising (2.33x → 3.25x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr3.4%0.022.330.1%
FY20240Cr0Cr13.3%0.021.830.4%
FY20250Cr0Cr27.1%0.073.255.8%

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.