DuPont Decomposition

Why does APARINDS earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

18.2% = 4.4% × 1.64 × 2.50

Latest: FY2025

Profitability

Net Margin

4.4%

4.4% →4.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.64x

1.75x →1.64x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.50x

3.67x →2.50x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 10.3 pp over 3 years. Driven by asset turnover declining (1.75x → 1.64x), leverage falling (3.67x → 2.50x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr4.4%1.753.6728.5%
FY20240Cr0Cr5.1%1.682.4821.3%
FY20250Cr0Cr4.4%1.642.5018.2%

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.