DuPont Decomposition

Why does BAJAJINDEF earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

8.8% = 11.4% × 0.63 × 1.23

Latest: FY2026

Profitability

Net Margin

11.4%

19.1% →11.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.63x

0.59x →0.63x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.23x

1.19x →1.23x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 4.8 pp over 2 years. Driven by net margin declining (19.1% → 11.4%).

Historical Decomposition

Last 2 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20250Cr0Cr19.1%0.591.1913.5%
FY20260Cr0Cr11.4%0.631.238.8%

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.

BAJAJINDEF DuPont Analysis — ROE 8.8% | YieldIQ