DuPont Decomposition

Why does SREEL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

4.9% = 10.3% × 0.45 × 1.05

Latest: FY2025

Profitability

Net Margin

10.3%

13.6% →10.3%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.45x

0.34x →0.45x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.05x

1.05x →1.05x

Assets funded by equity vs debt

Trend Analysis

ROE stable at ~5%. Driven by net margin declining (13.6% → 10.3%), asset turnover improving (0.34x → 0.45x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr13.6%0.341.054.9%
FY20230Cr0Cr12.8%0.511.066.9%
FY20240Cr0Cr12.3%0.501.056.4%
FY20250Cr0Cr10.3%0.451.054.9%

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.

SREEL DuPont Analysis — ROE 4.9% | YieldIQ