DuPont Decomposition

Why does ASHOKA earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

40.7% = 18.9% × 0.43 × 4.99

Latest: FY2025

Profitability

Net Margin

18.9%

4.6% →18.9%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.43x

0.47x →0.43x

Revenue per ₹ of assets

Leverage

Equity Multiplier

4.99x

9.77x →4.99x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 19.5 pp over 3 years. Driven by net margin improving (4.6% → 18.9%), leverage falling (9.77x → 4.99x). High financial leverage (equity multiplier > 4x) amplifies returns but also risk.

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr4.6%0.479.7721.3%
FY20240Cr0Cr5.3%0.518.6123.5%
FY20250Cr0Cr18.9%0.434.9940.7%

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.