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

10.0% = 1.4% × 3.02 × 2.37

Latest: FY2026

Profitability

Net Margin

1.4%

1.5% →1.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

3.02x

2.54x →3.02x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.37x

2.80x →2.37x

Assets funded by equity vs debt

Trend Analysis

ROE stable at ~10%. Driven by asset turnover improving (2.54x → 3.02x), leverage falling (2.80x → 2.37x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr1.5%2.542.8010.6%
FY20230Cr0Cr1.0%2.772.577.1%
FY20240Cr0Cr0.3%2.582.381.8%
FY20250Cr0Cr1.9%2.842.3813.0%
FY20260Cr0Cr1.4%3.022.3710.0%

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.

AWL DuPont Analysis — ROE 10.0% | YieldIQ