DuPont Decomposition

Why does SONACOMS earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

10.7% = 17.6% × 0.52 × 1.16

Latest: FY2025

Profitability

Net Margin

17.6%

16.1% →17.6%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.52x

0.24x →0.52x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.16x

1.34x →1.16x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 5.4 pp over 3 years. Driven by net margin improving (16.1% → 17.6%), asset turnover improving (0.24x → 0.52x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr16.1%0.241.345.2%
FY20240Cr0Cr16.7%0.231.465.6%
FY20250Cr0Cr17.6%0.521.1610.7%

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.