DuPont Decomposition

Why does A2ZINFRA earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

33.8% = 2.7% × 0.67 × 18.75

Latest: FY2025

Profitability

Net Margin

2.7%

-50.9% →2.7%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.67x

0.25x →0.67x

Revenue per ₹ of assets

Leverage

Equity Multiplier

18.75x

9.34x →18.75x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 151.5 pp over 4 years. Driven by net margin improving (-50.9% → 2.7%), asset turnover improving (0.25x → 0.67x), leverage rising (9.34x → 18.75x). High financial leverage (equity multiplier > 4x) amplifies returns but also risk.

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr-0Cr-50.9%0.259.34-117.8%
FY20230Cr-0Cr-35.2%0.3534.48-427.8%
FY20240Cr-0Cr-1.5%0.5732.73-27.3%
FY20250Cr0Cr2.7%0.6718.7533.8%

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.