DuPont Decomposition

Why does AKI earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

2.6% = 2.1% × 0.68 × 1.76

Latest: FY2025

Profitability

Net Margin

2.1%

2.7% →2.1%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.68x

1.01x →0.68x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.76x

4.30x →1.76x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 9.1 pp over 4 years. Driven by asset turnover declining (1.01x → 0.68x), leverage falling (4.30x → 1.76x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr2.7%1.014.3011.7%
FY20230Cr0Cr1.6%1.114.227.7%
FY20240Cr0Cr1.9%0.681.742.3%
FY20250Cr0Cr2.1%0.681.762.6%

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.

AKI DuPont Analysis — ROE 2.6% | YieldIQ