DuPont Decomposition

Why does ARIS earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

7.1% = 4.9% × 1.02 × 1.41

Latest: FY2026

Profitability

Net Margin

4.9%

-1.4% →4.9%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.02x

1.35x →1.02x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.41x

2.38x →1.41x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 11.6 pp over 5 years. Driven by net margin improving (-1.4% → 4.9%), asset turnover declining (1.35x → 1.02x), leverage falling (2.38x → 1.41x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr-0Cr-1.4%1.352.38-4.4%
FY20230Cr-0Cr-1.9%1.893.76-13.5%
FY20240Cr-0Cr-2.7%1.413.48-13.1%
FY20250Cr0Cr0.3%1.103.010.9%
FY20260Cr0Cr4.9%1.021.417.1%

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.

ARIS DuPont Analysis — ROE 7.1% | YieldIQ