DuPont Decomposition

Why does AEPL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

8.8% = 10.4% × 0.60 × 1.41

Latest: FY2025

Profitability

Net Margin

10.4%

-35.0% →10.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.60x

0.27x →0.60x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.41x

1.84x →1.41x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 26.1 pp over 4 years. Driven by net margin improving (-35.0% → 10.4%), asset turnover improving (0.27x → 0.60x), leverage falling (1.84x → 1.41x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr-0Cr-35.0%0.271.84-17.3%
FY20230Cr0Cr10.8%0.461.698.3%
FY20240Cr0Cr9.4%0.381.405.0%
FY20250Cr0Cr10.4%0.601.418.8%

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.