DuPont Decomposition

Why does AWL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

13.0% = 1.9% × 2.83 × 2.38

Latest: FY2025

Profitability

Net Margin

1.9%

0.7% →1.9%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

2.83x

0.66x →2.83x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.38x

2.57x →2.38x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 11.9 pp over 3 years. Driven by net margin improving (0.7% → 1.9%), asset turnover improving (0.66x → 2.83x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr0.7%0.662.571.1%
FY20240Cr0Cr1.2%0.672.381.9%
FY20250Cr0Cr1.9%2.832.3813.0%

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.