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

0.9% = 0.3% × 1.10 × 2.96

Latest: FY2025

Profitability

Net Margin

0.3%

-1.4% →0.3%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.10x

1.35x →1.10x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.96x

2.38x →2.96x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 5.3 pp over 4 years. Driven by net margin improving (-1.4% → 0.3%), asset turnover declining (1.35x → 1.10x), leverage rising (2.38x → 2.96x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr-0Cr-1.4%1.352.38-4.4%
FY20230Cr-0Cr-1.9%1.893.81-13.7%
FY20240Cr-0Cr-2.7%1.413.47-13.1%
FY20250Cr0Cr0.3%1.102.960.9%

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.