DuPont Decomposition

Why does AZAD earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

6.3% = 19.7% × 0.24 × 1.34

Latest: FY2025

Profitability

Net Margin

19.7%

15.9% →19.7%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.24x

0.46x →0.24x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.34x

3.37x →1.34x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 18.3 pp over 4 years. Driven by net margin improving (15.9% → 19.7%), asset turnover declining (0.46x → 0.24x), leverage falling (3.37x → 1.34x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr15.9%0.463.3724.6%
FY20230Cr0Cr3.5%0.412.894.2%
FY20240Cr0Cr16.1%0.121.242.3%
FY20250Cr0Cr19.7%0.241.346.3%

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)

See DCF fair value for AZAD

Combine financial quality with intrinsic value.

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DuPont decomposition from audited annual financials. Factual analysis, not investment advice.