DuPont Decomposition

Why does AJAXENGG earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

16.2% = 10.7% × 1.20 × 1.26

Latest: FY2026

Profitability

Net Margin

10.7%

8.7% →10.7%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.20x

1.04x →1.20x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.26x

1.27x →1.26x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 4.7 pp over 5 years. Driven by net margin improving (8.7% → 10.7%), asset turnover improving (1.04x → 1.20x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr8.7%1.041.2711.4%
FY20230Cr0Cr11.8%1.191.3519.0%
FY20240Cr0Cr12.9%1.411.3524.5%
FY20250Cr0Cr12.5%1.401.2822.5%
FY20260Cr0Cr10.7%1.201.2616.2%

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.