DuPont Decomposition

Why does AFFORDABLE earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

-11.6% = -7.2% × 0.70 × 2.31

Latest: FY2025

Profitability

Net Margin

-7.2%

2.9% →-7.2%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.70x

0.67x →0.70x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.31x

2.27x →2.31x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 16.0 pp over 4 years. Driven by net margin declining (2.9% → -7.2%).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr2.9%0.672.274.5%
FY20230Cr0Cr1.9%0.682.793.6%
FY20240Cr0Cr4.0%0.682.115.7%
FY20250Cr-0Cr-7.2%0.702.31-11.6%

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.

AFFORDABLE DuPont Analysis — ROE -11.6% | YieldIQ