DuPont Decomposition

Why does ALIVUS earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

17.2% = 20.8% × 0.69 × 1.21

Latest: FY2025

Profitability

Net Margin

20.8%

23.6% →20.8%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.69x

0.23x →0.69x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.21x

1.26x →1.21x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 10.4 pp over 3 years. Driven by net margin declining (23.6% → 20.8%), asset turnover improving (0.23x → 0.69x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr23.6%0.231.266.8%
FY20240Cr0Cr18.3%0.191.224.2%
FY20250Cr0Cr20.8%0.691.2117.2%

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.