DuPont Decomposition

Why does SWELECTES earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

1.4% = 2.0% × 0.35 × 1.99

Latest: FY2025

Profitability

Net Margin

2.0%

1.9% →2.0%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.35x

0.16x →0.35x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.99x

1.89x →1.99x

Assets funded by equity vs debt

Trend Analysis

ROE stable at ~1%. Driven by asset turnover improving (0.16x → 0.35x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr1.9%0.161.890.6%
FY20240Cr0Cr15.2%0.141.984.3%
FY20250Cr0Cr2.0%0.351.991.4%

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)

See DCF fair value for SWELECTES

Combine financial quality with intrinsic value.

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