DuPont Decomposition

Why does ADOR earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

14.8% = 7.2% × 1.37 × 1.50

Latest: FY2026

Profitability

Net Margin

7.2%

6.8% →7.2%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.37x

1.67x →1.37x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.50x

1.39x →1.50x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 1.2 pp over 5 years. Driven by asset turnover declining (1.67x → 1.37x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr6.8%1.671.3916.0%
FY20230Cr0Cr7.7%1.711.4018.3%
FY20240Cr0Cr8.1%1.571.4418.3%
FY20250Cr0Cr5.3%1.621.3711.8%
FY20260Cr0Cr7.2%1.371.5014.8%

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.

ADOR DuPont Analysis — ROE 14.8% | YieldIQ