DuPont Decomposition

Why does ALLDIGI earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

32.1% = 15.3% × 1.30 × 1.62

Latest: FY2025

Profitability

Net Margin

15.3%

11.2% →15.3%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.30x

0.32x →1.30x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.62x

1.45x →1.62x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 26.8 pp over 3 years. Driven by net margin improving (11.2% → 15.2%), asset turnover improving (0.32x → 1.30x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr11.2%0.321.455.3%
FY20240Cr0Cr16.0%0.351.508.4%
FY20250Cr0Cr15.3%1.301.6232.1%

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.