DuPont Decomposition

Why does AFIL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

8.7% = 33.9% × 0.14 × 1.77

Latest: FY2025

Profitability

Net Margin

33.9%

6.2% →33.9%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.14x

0.18x →0.14x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.77x

2.73x →1.77x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 5.7 pp over 4 years. Driven by net margin improving (6.2% → 33.9%), leverage falling (2.73x → 1.77x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr6.2%0.182.733.0%
FY20230Cr0Cr22.4%0.171.917.1%
FY20240Cr0Cr26.0%0.161.958.3%
FY20250Cr0Cr33.9%0.141.778.7%

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.