DuPont Decomposition

Why does AARTIDRUGS earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

12.3% = 7.1% × 0.92 × 1.88

Latest: FY2025

Profitability

Net Margin

7.1%

6.1% →7.1%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.92x

1.12x →0.92x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.88x

2.03x →1.88x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 1.7 pp over 3 years. Driven by asset turnover declining (1.12x → 0.92x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr6.1%1.122.0313.9%
FY20240Cr0Cr6.8%1.041.9013.4%
FY20250Cr0Cr7.1%0.921.8812.3%

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.

AARTIDRUGS DuPont Analysis — ROE 12.3% | YieldIQ