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

22.5% = 12.6% × 1.40 × 1.28

Latest: FY2025

Profitability

Net Margin

12.6%

8.7% →12.6%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.40x

1.04x →1.40x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.28x

1.27x →1.28x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 11.0 pp over 4 years. Driven by net margin improving (8.7% → 12.6%), asset turnover improving (1.04x → 1.40x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr8.7%1.041.2711.4%
FY20230Cr0Cr11.8%1.191.3519.0%
FY20240Cr0Cr12.9%1.411.3524.5%
FY20250Cr0Cr12.6%1.401.2822.5%

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.