DuPont Decomposition

Why does SUBROS earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

13.8% = 4.5% × 1.81 × 1.70

Latest: FY2025

Profitability

Net Margin

4.5%

2.4% →4.5%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.81x

0.48x →1.81x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.70x

1.78x →1.70x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 11.7 pp over 3 years. Driven by net margin improving (2.4% → 4.5%), asset turnover improving (0.48x → 1.81x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr2.4%0.481.782.1%
FY20240Cr0Cr3.7%0.501.733.2%
FY20250Cr0Cr4.5%1.811.7013.8%

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.

SUBROS DuPont Analysis — ROE 13.8% | YieldIQ