DuPont Decomposition

Why does SPAL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

10.7% = 6.4% × 0.99 × 1.68

Latest: FY2026

Profitability

Net Margin

6.4%

10.3% →6.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.99x

0.77x →0.99x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.68x

1.66x →1.68x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 2.6 pp over 5 years. Driven by net margin declining (10.3% → 6.4%), asset turnover improving (0.77x → 0.99x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr10.3%0.771.6613.3%
FY20230Cr0Cr8.0%0.941.6312.3%
FY20240Cr0Cr8.7%0.901.4911.7%
FY20250Cr0Cr6.8%0.961.7011.1%
FY20260Cr0Cr6.4%0.991.6810.7%

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.

SPAL DuPont Analysis — ROE 10.7% | YieldIQ