DuPont Decomposition

Why does ASIANTILES earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

2.0% = 1.8% × 0.74 × 1.52

Latest: FY2025

Profitability

Net Margin

1.8%

-10.6% →1.8%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.74x

0.24x →0.74x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.52x

1.54x →1.52x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 5.8 pp over 3 years. Driven by net margin improving (-10.6% → 1.8%), asset turnover improving (0.24x → 0.74x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr-0Cr-10.6%0.241.54-3.8%
FY20240Cr-0Cr-1.3%0.221.50-0.4%
FY20250Cr0Cr1.8%0.741.522.0%

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.