DuPont Decomposition

Why does ABDL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

12.5% = 5.8% × 0.95 × 2.26

Latest: FY2025

Profitability

Net Margin

5.8%

0.1% →5.8%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.95x

1.14x →0.95x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.26x

5.56x →2.26x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 12.1 pp over 4 years. Driven by net margin improving (0.1% → 5.8%), asset turnover declining (1.14x → 0.95x), leverage falling (5.56x → 2.26x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr0.1%1.145.560.4%
FY20230Cr0Cr0.1%1.206.130.4%
FY20240Cr-0Cr-0.1%0.676.48-0.6%
FY20250Cr0Cr5.8%0.952.2612.5%

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.