DuPont Decomposition

Why does AEROFLEX earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

15.3% = 14.3% × 0.86 × 1.25

Latest: FY2025

Profitability

Net Margin

14.3%

11.8% →14.3%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.86x

1.27x →0.86x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.25x

2.13x →1.25x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 16.6 pp over 4 years. Driven by net margin improving (11.8% → 14.3%), asset turnover declining (1.27x → 0.86x), leverage falling (2.13x → 1.25x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr11.8%1.272.1331.9%
FY20230Cr0Cr11.5%1.231.8826.4%
FY20240Cr0Cr13.1%0.851.2814.2%
FY20250Cr0Cr14.3%0.861.2515.3%

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)

See DCF fair value for AEROFLEX

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