DuPont Decomposition

Why does BAIDFIN earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

7.5% = 16.6% × 0.18 × 2.54

Latest: FY2025

Profitability

Net Margin

16.6%

18.7% →16.6%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.18x

0.15x →0.18x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.54x

2.18x →2.54x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 1.5 pp over 4 years. Driven by net margin declining (18.7% → 16.6%), leverage rising (2.18x → 2.54x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr18.7%0.152.186.0%
FY20230Cr0Cr18.9%0.162.206.7%
FY20240Cr0Cr19.6%0.152.557.8%
FY20250Cr0Cr16.6%0.182.547.5%

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)

See DCF fair value for BAIDFIN

Combine financial quality with intrinsic value.

See Fair Value →

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

BAIDFIN DuPont Analysis — ROE 7.5% | YieldIQ