DuPont Decomposition

Why does SWSOLAR earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

8.2% = 1.3% × 1.12 × 5.66

Latest: FY2025

Profitability

Net Margin

1.3%

-95.3% →1.3%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.12x

0.04x →1.12x

Revenue per ₹ of assets

Leverage

Equity Multiplier

5.66x

3.47x →5.66x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 21.1 pp over 3 years. Driven by net margin improving (-95.3% → 1.3%), asset turnover improving (0.04x → 1.12x), leverage rising (3.47x → 5.66x). High financial leverage (equity multiplier > 4x) amplifies returns but also risk.

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr-0Cr-95.3%0.043.47-12.9%
FY20240Cr0Cr0.1%0.274.440.1%
FY20250Cr0Cr1.3%1.125.668.2%

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.