DuPont Decomposition

Why does ASMS earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

6.2% = 4.4% × 1.23 × 1.15

Latest: FY2025

Profitability

Net Margin

4.4%

-76.7% →4.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.23x

0.04x →1.23x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.15x

24.36x →1.15x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 81.9 pp over 4 years. Driven by net margin improving (-76.7% → 4.4%), asset turnover improving (0.04x → 1.23x), leverage falling (24.36x → 1.15x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr-0Cr-76.7%0.0424.36-75.7%
FY20230Cr0Cr209.4%1.891.09433.8%
FY20240Cr0Cr2.8%1.641.125.2%
FY20250Cr0Cr4.4%1.231.156.2%

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.

ASMS DuPont Analysis — ROE 6.2% | YieldIQ