DuPont Decomposition

Why does ARMANFIN earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

6.1% = 9.3% × 0.22 × 3.00

Latest: FY2026

Profitability

Net Margin

9.3%

14.2% →9.3%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.22x

0.18x →0.22x

Revenue per ₹ of assets

Leverage

Equity Multiplier

3.00x

5.84x →3.00x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 8.9 pp over 5 years. Driven by net margin declining (14.2% → 9.3%), leverage falling (5.84x → 3.00x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr14.2%0.185.8414.9%
FY20230Cr0Cr24.1%0.195.5725.6%
FY20240Cr0Cr28.2%0.233.2421.4%
FY20250Cr0Cr8.1%0.292.556.0%
FY20260Cr0Cr9.3%0.223.006.1%

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.

ARMANFIN DuPont Analysis — ROE 6.1% | YieldIQ