DuPont Decomposition

Why does BAJAJHCARE earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

8.5% = 7.3% × 0.65 × 1.79

Latest: FY2025

Profitability

Net Margin

7.3%

2.3% →7.3%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.65x

0.18x →0.65x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.79x

2.45x →1.79x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 7.5 pp over 3 years. Driven by net margin improving (2.3% → 7.3%), asset turnover improving (0.18x → 0.65x), leverage falling (2.45x → 1.79x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr2.3%0.182.451.0%
FY20240Cr-0Cr-22.4%0.182.75-10.8%
FY20250Cr0Cr7.3%0.651.798.5%

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.

BAJAJHCARE DuPont Analysis — ROE 8.5% | YieldIQ