DuPont Decomposition

Why does SUDARSCHEM earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

1.4% = 1.7% × 0.34 × 2.41

Latest: FY2025

Profitability

Net Margin

1.7%

4.7% →1.7%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.34x

0.29x →0.34x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.41x

2.89x →2.41x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 2.6 pp over 3 years. Driven by net margin declining (4.7% → 1.7%), leverage falling (2.89x → 2.41x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr4.7%0.292.893.9%
FY20240Cr0Cr7.6%0.322.055.0%
FY20250Cr0Cr1.7%0.342.411.4%

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)

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