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% = 4.9% × 1.11 × 2.06

Latest: FY2025

Profitability

Net Margin

4.9%

8.4% →4.9%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.11x

0.35x →1.11x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.06x

2.03x →2.06x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 5.4 pp over 3 years. Driven by net margin declining (8.4% → 4.9%), asset turnover improving (0.35x → 1.11x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr8.4%0.352.035.9%
FY20240Cr0Cr17.2%0.362.0012.5%
FY20250Cr0Cr4.9%1.112.0611.2%

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.