DuPont Decomposition

Why does ARIHANTCAP earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

7.1% = 25.3% × 0.11 × 2.49

Latest: FY2026

Profitability

Net Margin

25.3%

52.0% →25.3%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.11x

0.17x →0.11x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.49x

2.53x →2.49x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 14.9 pp over 5 years. Driven by net margin declining (52.0% → 25.3%).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr52.0%0.172.5322.0%
FY20230Cr0Cr36.7%0.152.0311.3%
FY20240Cr0Cr57.9%0.162.4221.9%
FY20250Cr0Cr42.2%0.182.0515.3%
FY20260Cr0Cr25.3%0.112.497.1%

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)

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

ARIHANTCAP DuPont Analysis — ROE 7.1% | YieldIQ