DuPont Decomposition

Why does ACMESOLAR earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

5.6% = 17.9% × 0.08 × 4.08

Latest: FY2025

Profitability

Net Margin

17.9%

4.2% →17.9%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.08x

0.14x →0.08x

Revenue per ₹ of assets

Leverage

Equity Multiplier

4.08x

5.42x →4.08x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 2.5 pp over 4 years. Driven by net margin improving (4.2% → 17.9%), leverage falling (5.42x → 4.08x). High financial leverage (equity multiplier > 4x) amplifies returns but also risk.

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr4.2%0.145.423.1%
FY20230Cr-0Cr-0.2%0.116.31-0.2%
FY20240Cr0Cr52.9%0.105.1726.9%
FY20250Cr0Cr17.9%0.084.085.6%

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)

See DCF fair value for ACMESOLAR

Combine financial quality with intrinsic value.

See Fair Value →

DuPont decomposition from audited annual financials. Factual analysis, not investment advice.