DuPont Decomposition

Why does APOLLOTYRE earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

7.6% = 4.3% × 0.94 × 1.85

Latest: FY2025

Profitability

Net Margin

4.3%

6.8% →4.3%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.94x

0.23x →0.94x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.85x

2.12x →1.85x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 4.3 pp over 3 years. Driven by net margin declining (6.8% → 4.3%), asset turnover improving (0.23x → 0.94x), leverage falling (2.12x → 1.85x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr6.8%0.232.123.3%
FY20240Cr0Cr5.7%0.231.942.5%
FY20250Cr0Cr4.3%0.941.857.6%

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 APOLLOTYRE

Combine financial quality with intrinsic value.

See Fair Value →

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