DuPont Decomposition

Why does ADSL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

4.3% = 3.5% × 0.87 × 1.43

Latest: FY2025

Profitability

Net Margin

3.5%

-22.5% →3.5%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.87x

0.24x →0.87x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.43x

1.30x →1.43x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 11.3 pp over 3 years. Driven by net margin improving (-22.5% → 3.5%), asset turnover improving (0.24x → 0.87x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr-0Cr-22.5%0.241.30-7.0%
FY20240Cr0Cr8.0%0.231.342.4%
FY20250Cr0Cr3.5%0.871.434.3%

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.