DuPont Decomposition

Why does AARTIIND earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

7.0% = 5.1% × 0.62 × 2.23

Latest: FY2026

Profitability

Net Margin

5.1%

22.8% →5.1%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.62x

0.66x →0.62x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.23x

1.74x →2.23x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 19.2 pp over 5 years. Driven by net margin declining (22.8% → 5.1%), leverage rising (1.74x → 2.23x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr22.8%0.661.7426.3%
FY20230Cr0Cr8.4%0.761.7411.1%
FY20240Cr0Cr6.7%0.611.917.9%
FY20250Cr0Cr4.5%0.651.985.9%
FY20260Cr0Cr5.1%0.622.237.0%

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.

AARTIIND DuPont Analysis — ROE 7.0% | YieldIQ