DuPont Decomposition

Why does AAKASH earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

3.0% = 1.9% × 1.02 × 1.60

Latest: FY2025

Profitability

Net Margin

1.9%

8.0% →1.9%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.02x

1.09x →1.02x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.60x

1.48x →1.60x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 9.8 pp over 4 years. Driven by net margin declining (8.0% → 1.9%).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr8.0%1.091.4812.8%
FY20230Cr0Cr4.9%1.111.598.7%
FY20240Cr0Cr6.7%0.981.6010.6%
FY20250Cr0Cr1.9%1.021.603.0%

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)

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