DuPont Decomposition

Why does ARIHANTSUP earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

14.5% = 11.0% × 0.31 × 4.20

Latest: FY2025

Profitability

Net Margin

11.0%

11.0% →11.0%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.31x

0.38x →0.31x

Revenue per ₹ of assets

Leverage

Equity Multiplier

4.20x

4.92x →4.20x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 5.9 pp over 3 years. Driven by leverage falling (4.92x → 4.20x). High financial leverage (equity multiplier > 4x) amplifies returns but also risk.

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr11.0%0.384.9220.3%
FY20240Cr0Cr13.6%0.434.4825.9%
FY20250Cr0Cr11.0%0.314.2014.5%

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.

ARIHANTSUP DuPont Analysis — ROE 14.5% | YieldIQ