DuPont Decomposition

Why does SKMEGGPROD earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

11.4% = 7.0% × 1.01 × 1.63

Latest: FY2025

Profitability

Net Margin

7.0%

11.5% →7.0%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.01x

1.99x →1.01x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.63x

1.71x →1.63x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 27.6 pp over 3 years. Driven by net margin declining (11.5% → 7.0%), asset turnover declining (1.99x → 1.01x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr11.5%1.991.7139.0%
FY20240Cr0Cr12.2%1.491.6930.8%
FY20250Cr0Cr7.0%1.011.6311.4%

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.