DuPont Decomposition

Why does APLAPOLLO earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

22.7% = 5.4% × 2.53 × 1.67

Latest: FY2026

Profitability

Net Margin

5.4%

4.9% →5.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

2.53x

2.84x →2.53x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.67x

1.81x →1.67x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 2.4 pp over 5 years. Driven by asset turnover declining (2.84x → 2.53x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr4.9%2.841.8125.1%
FY20230Cr0Cr4.1%2.681.9521.4%
FY20240Cr0Cr4.2%2.441.9920.3%
FY20250Cr0Cr3.8%2.631.8018.0%
FY20260Cr0Cr5.4%2.531.6722.7%

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.

APLAPOLLO DuPont Analysis — ROE 22.7% | YieldIQ