DuPont Decomposition

Why does ASIANPAINT earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

18.3% = 10.8% × 1.11 × 1.51

Latest: FY2025

Profitability

Net Margin

10.8%

16.2% →10.8%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.11x

0.34x →1.11x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.51x

1.45x →1.51x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 10.4 pp over 3 years. Driven by net margin declining (16.2% → 10.8%), asset turnover improving (0.34x → 1.11x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr16.2%0.341.457.9%
FY20240Cr0Cr14.6%0.291.606.8%
FY20250Cr0Cr10.8%1.111.5118.3%

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.