DuPont Decomposition

Why does ARCHIES earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

-1.1% = -2.1% × 0.35 × 1.51

Latest: FY2025

Profitability

Net Margin

-2.1%

-3.5% →-2.1%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.35x

0.41x →0.35x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.51x

1.77x →1.51x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 1.4 pp over 4 years. Driven by net margin improving (-3.5% → -2.1%), leverage falling (1.77x → 1.51x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr-0Cr-3.5%0.411.77-2.5%
FY20230Cr0Cr2.9%0.471.642.2%
FY20240Cr-0Cr-10.3%0.461.73-8.3%
FY20250Cr-0Cr-2.1%0.351.51-1.1%

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 ARCHIES

Combine financial quality with intrinsic value.

See Fair Value →

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

ARCHIES DuPont Analysis — ROE -1.1% | YieldIQ