DuPont Decomposition

Why does ASAHIINDIA earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

14.1% = 8.2% × 0.67 × 2.57

Latest: FY2025

Profitability

Net Margin

8.2%

6.3% →8.2%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.67x

0.23x →0.67x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.57x

2.21x →2.57x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 10.8 pp over 3 years. Driven by net margin improving (6.3% → 8.2%), asset turnover improving (0.23x → 0.67x), leverage rising (2.21x → 2.57x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr6.3%0.232.213.3%
FY20240Cr0Cr6.6%0.202.343.1%
FY20250Cr0Cr8.2%0.672.5714.1%

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.