DuPont Decomposition

Why does BAFNAPH earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

11.5% = 7.4% × 0.86 × 1.83

Latest: FY2026

Profitability

Net Margin

7.4%

6.1% →7.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.86x

0.94x →0.86x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.83x

1.45x →1.83x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 3.1 pp over 5 years. Driven by net margin improving (6.1% → 7.4%), leverage rising (1.45x → 1.83x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr6.1%0.941.458.4%
FY20230Cr0Cr9.8%0.891.7615.4%
FY20240Cr0Cr4.8%1.031.839.1%
FY20250Cr0Cr2.9%0.951.814.9%
FY20260Cr0Cr7.4%0.861.8311.5%

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.

BAFNAPH DuPont Analysis — ROE 11.5% | YieldIQ