DuPont Decomposition

Why does APLLTD earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

11.9% = 9.2% × 0.84 × 1.54

Latest: FY2026

Profitability

Net Margin

9.2%

10.0% →9.2%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.84x

0.73x →0.84x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.54x

1.36x →1.54x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 1.9 pp over 5 years. Driven by asset turnover improving (0.73x → 0.84x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr10.0%0.731.369.9%
FY20230Cr0Cr6.2%0.891.417.8%
FY20240Cr0Cr10.1%0.951.3412.8%
FY20250Cr0Cr8.7%0.861.5011.2%
FY20260Cr0Cr9.2%0.841.5411.9%

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.

APLLTD DuPont Analysis — ROE 11.9% | YieldIQ