DuPont Decomposition

Why does ANIKINDS earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

0.8% = 2.7% × 0.26 × 1.11

Latest: FY2025

Profitability

Net Margin

2.7%

4.1% →2.7%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.26x

0.32x →0.26x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.11x

1.94x →1.11x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 1.8 pp over 4 years. Driven by net margin declining (4.1% → 2.7%), leverage falling (1.94x → 1.11x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr4.1%0.321.942.5%
FY20230Cr0Cr4.3%0.261.141.3%
FY20240Cr0Cr0.3%0.231.080.1%
FY20250Cr0Cr2.7%0.261.110.8%

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 ANIKINDS

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