DuPont Decomposition

Why does SPCENET earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

7.7% = 7.6% × 0.81 × 1.25

Latest: FY2025

Profitability

Net Margin

7.6%

1.7% →7.6%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.81x

0.81x →0.81x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.25x

1.48x →1.25x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 5.7 pp over 4 years. Driven by net margin improving (1.7% → 7.6%), leverage falling (1.48x → 1.25x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr1.7%0.811.482.0%
FY20230Cr0Cr1.9%1.771.504.9%
FY20240Cr0Cr8.1%1.011.159.5%
FY20250Cr0Cr7.6%0.811.257.7%

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.