DuPont Decomposition

Why does BALAJITELE earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

-7.9% = -23.3% × 0.25 × 1.37

Latest: FY2026

Profitability

Net Margin

-23.3%

-39.3% →-23.3%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.25x

0.50x →0.25x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.37x

1.53x →1.37x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 21.9 pp over 5 years. Driven by net margin improving (-39.3% → -23.3%), asset turnover declining (0.50x → 0.25x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr-0Cr-39.3%0.501.53-29.8%
FY20230Cr-0Cr-6.3%0.851.71-9.1%
FY20240Cr0Cr3.2%0.881.644.6%
FY20250Cr0Cr19.2%0.571.2213.3%
FY20260Cr-0Cr-23.3%0.251.37-7.9%

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.

BALAJITELE DuPont Analysis — ROE -7.9% | YieldIQ