DuPont Decomposition

Why does AHLUCONT earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

11.2% = 5.0% × 1.10 × 2.06

Latest: FY2025

Profitability

Net Margin

5.0%

5.8% →5.0%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.10x

1.31x →1.10x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.06x

1.98x →2.06x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 3.8 pp over 4 years. Driven by asset turnover declining (1.31x → 1.10x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr5.8%1.311.9815.0%
FY20230Cr0Cr6.9%1.132.0315.8%
FY20240Cr0Cr9.8%1.202.0023.4%
FY20250Cr0Cr5.0%1.102.0611.2%

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.

AHLUCONT DuPont Analysis — ROE 11.2% | YieldIQ