DuPont Decomposition

Why does ARIHANT earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

15.9% = 14.0% × 0.41 × 2.74

Latest: FY2026

Profitability

Net Margin

14.0%

-1.2% →14.0%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.41x

0.14x →0.41x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.74x

5.18x →2.74x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 16.7 pp over 5 years. Driven by net margin improving (-1.2% → 14.0%), asset turnover improving (0.14x → 0.41x), leverage falling (5.18x → 2.74x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr-0Cr-1.2%0.145.18-0.8%
FY20230Cr0Cr15.5%0.132.765.6%
FY20240Cr0Cr10.9%0.282.317.0%
FY20250Cr0Cr20.7%0.361.8713.7%
FY20260Cr0Cr14.0%0.412.7415.9%

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.

ARIHANT DuPont Analysis — ROE 15.9% | YieldIQ