DuPont Decomposition

Why does AFCONS earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

9.3% = 3.9% × 0.73 × 3.25

Latest: FY2025

Profitability

Net Margin

3.9%

3.3% →3.9%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.73x

0.84x →0.73x

Revenue per ₹ of assets

Leverage

Equity Multiplier

3.25x

4.80x →3.25x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 3.9 pp over 4 years. Driven by asset turnover declining (0.84x → 0.73x), leverage falling (4.80x → 3.25x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr3.3%0.844.8013.2%
FY20230Cr0Cr3.3%0.884.5012.9%
FY20240Cr0Cr3.4%0.814.5112.5%
FY20250Cr0Cr3.9%0.733.259.3%

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 AFCONS

Combine financial quality with intrinsic value.

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