DuPont Decomposition

Why does SPANDANA earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

-32.8% = -72.4% × 0.15 × 2.93

Latest: FY2026

Profitability

Net Margin

-72.4%

5.0% →-72.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.15x

0.20x →0.15x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.93x

2.29x →2.93x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 35.1 pp over 5 years. Driven by net margin declining (5.0% → -72.4%), leverage rising (2.29x → 2.93x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr5.0%0.202.292.3%
FY20230Cr0Cr1.0%0.143.030.4%
FY20240Cr0Cr22.6%0.173.6713.7%
FY20250Cr-0Cr-47.2%0.263.23-39.3%
FY20260Cr-0Cr-72.4%0.152.93-32.8%

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.

SPANDANA DuPont Analysis — ROE -32.8% | YieldIQ