DuPont Decomposition

Why does STEELCAS earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

22.2% = 19.6% × 0.95 × 1.19

Latest: FY2025

Profitability

Net Margin

19.6%

16.2% →19.6%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.95x

0.39x →0.95x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.19x

1.42x →1.19x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 13.1 pp over 3 years. Driven by net margin improving (16.2% → 19.6%), asset turnover improving (0.39x → 0.95x), leverage falling (1.42x → 1.19x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr16.2%0.391.429.1%
FY20240Cr0Cr19.0%0.301.206.9%
FY20250Cr0Cr19.6%0.951.1922.2%

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.