DuPont Decomposition

Why does SRD earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

10.4% = 2.8% × 3.12 × 1.18

Latest: FY2025

Profitability

Net Margin

2.8%

8.9% →2.8%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

3.12x

2.88x →3.12x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.18x

1.37x →1.18x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 24.9 pp over 4 years. Driven by net margin declining (8.9% → 2.8%), asset turnover improving (2.88x → 3.12x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr8.9%2.881.3735.3%
FY20230Cr0Cr4.9%2.941.1917.2%
FY20240Cr0Cr2.3%2.721.076.6%
FY20250Cr0Cr2.8%3.121.1810.4%

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 SRD

Combine financial quality with intrinsic value.

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