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

6.0% = 8.4% × 0.28 × 2.55

Latest: FY2025

Profitability

Net Margin

8.4%

25.5% →8.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.28x

0.05x →0.28x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.55x

2.47x →2.55x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 2.9 pp over 3 years. Driven by net margin declining (25.5% → 8.4%), asset turnover improving (0.05x → 0.28x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr25.5%0.052.473.1%
FY20240Cr0Cr27.8%0.073.246.3%
FY20250Cr0Cr8.4%0.282.556.0%

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.