DuPont Decomposition

Why does AHCL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

25.5% = 17.1% × 0.66 × 2.25

Latest: FY2025

Profitability

Net Margin

17.1%

-0.2% →17.1%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.66x

0.67x →0.66x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.25x

54.67x →2.25x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 32.4 pp over 4 years. Driven by net margin improving (-0.2% → 17.1%), leverage falling (54.67x → 2.25x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr-0Cr-0.2%0.6754.67-6.9%
FY20230Cr0Cr5.2%1.0115.1378.9%
FY20240Cr0Cr14.5%0.526.0945.9%
FY20250Cr0Cr17.1%0.662.2525.5%

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.

AHCL DuPont Analysis — ROE 25.5% | YieldIQ