DuPont Decomposition

Why does SOLEX earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

26.0% = 6.3% × 1.38 × 2.97

Latest: FY2025

Profitability

Net Margin

6.3%

1.4% →6.3%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.38x

0.99x →1.38x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.97x

2.08x →2.97x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 23.2 pp over 4 years. Driven by net margin improving (1.4% → 6.3%), asset turnover improving (0.99x → 1.38x), leverage rising (2.08x → 2.97x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr1.4%0.992.082.8%
FY20230Cr0Cr1.7%1.153.747.2%
FY20240Cr0Cr2.4%1.734.5818.9%
FY20250Cr0Cr6.3%1.382.9726.0%

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 SOLEX

Combine financial quality with intrinsic value.

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