DuPont Decomposition

Why does ARVIND earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

10.2% = 4.5% × 1.05 × 2.18

Latest: FY2026

Profitability

Net Margin

4.5%

3.1% →4.5%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.05x

0.99x →1.05x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.18x

2.61x →2.18x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 2.2 pp over 5 years. Driven by net margin improving (3.1% → 4.5%), leverage falling (2.61x → 2.18x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr3.1%0.992.618.1%
FY20230Cr0Cr5.0%1.172.0712.1%
FY20240Cr0Cr4.5%1.032.059.5%
FY20250Cr0Cr4.2%1.032.149.3%
FY20260Cr0Cr4.5%1.052.1810.2%

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.

ARVIND DuPont Analysis — ROE 10.2% | YieldIQ