DuPont Decomposition

Why does ATAM earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

17.3% = 10.4% × 1.12 × 1.48

Latest: FY2025

Profitability

Net Margin

10.4%

6.7% →10.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.12x

1.02x →1.12x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.48x

1.86x →1.48x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 4.5 pp over 4 years. Driven by net margin improving (6.7% → 10.4%), asset turnover improving (1.02x → 1.12x), leverage falling (1.86x → 1.48x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr6.7%1.021.8612.8%
FY20230Cr0Cr15.7%1.281.5330.7%
FY20240Cr0Cr11.1%1.061.6018.8%
FY20250Cr0Cr10.4%1.121.4817.3%

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.

ATAM DuPont Analysis — ROE 17.3% | YieldIQ