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

10.0% = 29.7% × 0.15 × 2.20

Latest: FY2026

Profitability

Net Margin

29.7%

6.2% →29.7%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.15x

0.18x →0.15x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.20x

2.73x →2.20x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 7.0 pp over 5 years. Driven by net margin improving (6.2% → 29.7%), leverage falling (2.73x → 2.20x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr6.2%0.182.733.0%
FY20230Cr0Cr22.4%0.171.917.1%
FY20240Cr0Cr26.0%0.161.958.3%
FY20250Cr0Cr33.7%0.151.778.7%
FY20260Cr0Cr29.7%0.152.2010.0%

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.

AFIL DuPont Analysis — ROE 10.0% | YieldIQ