DuPont Decomposition

Why does ACC earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

12.9% = 11.6% × 0.81 × 1.37

Latest: FY2025

Profitability

Net Margin

11.6%

11.8% →11.6%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.81x

0.75x →0.81x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.37x

1.47x →1.37x

Assets funded by equity vs debt

Trend Analysis

ROE stable at ~13%.

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr11.8%0.751.4713.0%
FY20230Cr0Cr3.7%0.871.454.7%
FY20230Cr0Cr4.9%0.231.451.7%
FY20240Cr0Cr17.5%0.231.435.8%
FY20250Cr0Cr11.6%0.811.3712.9%

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.