DuPont Decomposition

Why does AHLADA earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

2.7% = 2.8% × 0.62 × 1.52

Latest: FY2025

Profitability

Net Margin

2.8%

3.2% →2.8%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.62x

0.80x →0.62x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.52x

1.57x →1.52x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 1.4 pp over 3 years. Driven by asset turnover declining (0.80x → 0.62x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr3.2%0.801.574.0%
FY20240Cr0Cr5.3%1.131.669.9%
FY20250Cr0Cr2.8%0.621.522.7%

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.