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

6.0% = 8.4% × 0.32 × 2.26

Latest: FY2026

Profitability

Net Margin

8.4%

9.4% →8.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.32x

0.25x →0.32x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.26x

1.81x →2.26x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 1.8 pp over 5 years. Driven by net margin declining (9.4% → 8.4%), leverage rising (1.81x → 2.26x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr9.4%0.251.814.2%
FY20230Cr0Cr2.4%0.161.890.7%
FY20240Cr0Cr26.2%0.141.987.4%
FY20250Cr0Cr2.0%0.362.041.5%
FY20260Cr0Cr8.4%0.322.266.0%

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.

See Fair Value →

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

SWELECTES DuPont Analysis — ROE 6.0% | YieldIQ