DuPont Decomposition

Why does ALPA earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

11.4% = 17.5% × 0.50 × 1.30

Latest: FY2025

Profitability

Net Margin

17.5%

13.7% →17.5%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.50x

0.55x →0.50x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.30x

1.24x →1.30x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 2.0 pp over 3 years. Driven by net margin improving (13.7% → 17.5%).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr13.7%0.551.249.4%
FY20240Cr0Cr15.4%0.601.2011.0%
FY20250Cr0Cr17.5%0.501.3011.4%

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)

See DCF fair value for ALPA

Combine financial quality with intrinsic value.

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DuPont decomposition from audited annual financials. Factual analysis, not investment advice.