DuPont Decomposition

Why does SUNDROP earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

1.4% = 1.3% × 0.84 × 1.24

Latest: FY2026

Profitability

Net Margin

1.3%

2.8% →1.3%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.84x

1.48x →0.84x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.24x

1.34x →1.24x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 4.2 pp over 5 years. Driven by net margin declining (2.8% → 1.3%), asset turnover declining (1.48x → 0.84x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr2.8%1.481.345.6%
FY20230Cr0Cr1.8%1.331.323.1%
FY20240Cr0Cr1.4%1.181.292.1%
FY20250Cr-0Cr-12.3%0.501.24-7.6%
FY20260Cr0Cr1.3%0.841.241.4%

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.