DuPont Decomposition

Why does ALICON earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

5.5% = 1.9% × 1.23 × 2.29

Latest: FY2026

Profitability

Net Margin

1.9%

2.3% →1.9%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.23x

1.03x →1.23x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.29x

2.25x →2.29x

Assets funded by equity vs debt

Trend Analysis

ROE stable at ~5%. Driven by asset turnover improving (1.03x → 1.23x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr2.3%1.032.255.4%
FY20230Cr0Cr3.9%1.232.2310.5%
FY20240Cr0Cr4.1%1.222.2211.1%
FY20250Cr0Cr2.7%1.332.187.8%
FY20260Cr0Cr1.9%1.232.295.5%

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.

ALICON DuPont Analysis — ROE 5.5% | YieldIQ