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

-39.3% = -47.9% × 0.25 × 3.23

Latest: FY2025

Profitability

Net Margin

-47.9%

21.2% →-47.9%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.25x

0.05x →0.25x

Revenue per ₹ of assets

Leverage

Equity Multiplier

3.23x

3.03x →3.23x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 42.7 pp over 3 years. Driven by net margin declining (21.2% → -47.9%), asset turnover improving (0.05x → 0.25x), leverage rising (3.03x → 3.23x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr21.2%0.053.033.4%
FY20240Cr0Cr19.0%0.053.673.5%
FY20250Cr-0Cr-47.9%0.253.23-39.3%

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 SPANDANA

Combine financial quality with intrinsic value.

See Fair Value →

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