DuPont Decomposition

Why does SMARTLINK earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

6.3% = 4.9% × 0.89 × 1.44

Latest: FY2026

Profitability

Net Margin

4.9%

13.4% →4.9%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.89x

0.37x →0.89x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.44x

1.27x →1.44x

Assets funded by equity vs debt

Trend Analysis

ROE stable at ~6%. Driven by net margin declining (13.4% → 4.9%), asset turnover improving (0.37x → 0.89x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr13.4%0.371.276.3%
FY20230Cr0Cr12.3%0.591.4510.5%
FY20240Cr0Cr3.6%0.711.433.7%
FY20250Cr0Cr3.1%0.871.253.4%
FY20260Cr0Cr4.9%0.891.446.3%

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 SMARTLINK

Combine financial quality with intrinsic value.

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