DuPont Decomposition

Why does AARTIPHARM earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

13.7% = 13.1% × 0.72 × 1.46

Latest: FY2025

Profitability

Net Margin

13.1%

10.3% →13.1%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.72x

0.58x →0.72x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.46x

1.47x →1.46x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 4.9 pp over 4 years. Driven by net margin improving (10.3% → 13.1%), asset turnover improving (0.58x → 0.72x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr10.3%0.581.478.8%
FY20230Cr0Cr8.8%0.221.432.8%
FY20240Cr0Cr12.9%0.201.473.7%
FY20250Cr0Cr13.1%0.721.4613.7%

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.