DuPont Decomposition

Why does AFFLE earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

12.4% = 16.8% × 0.61 × 1.21

Latest: FY2026

Profitability

Net Margin

16.8%

19.8% →16.8%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.61x

0.59x →0.61x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.21x

1.55x →1.21x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 5.7 pp over 5 years. Driven by net margin declining (19.8% → 16.8%), leverage falling (1.55x → 1.21x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr19.8%0.591.5518.1%
FY20230Cr0Cr17.1%0.711.3716.7%
FY20240Cr0Cr16.1%0.561.3111.9%
FY20250Cr0Cr16.9%0.631.2313.0%
FY20260Cr0Cr16.8%0.611.2112.4%

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.

AFFLE DuPont Analysis — ROE 12.4% | YieldIQ