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

-3.4% = -7.8% × 0.30 × 1.48

Latest: FY2026

Profitability

Net Margin

-7.8%

-3.5% →-7.8%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.30x

0.41x →0.30x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.48x

1.77x →1.48x

Assets funded by equity vs debt

Trend Analysis

ROE stable at ~-3%. Driven by net margin declining (-3.5% → -7.8%), asset turnover declining (0.41x → 0.30x), leverage falling (1.77x → 1.48x).

Historical Decomposition

Last 5 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%
FY20260Cr-0Cr-7.8%0.301.48-3.4%

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.

ARCHIES DuPont Analysis — ROE -3.4% | YieldIQ