DuPont Decomposition

Why does BALUFORGE earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

19.4% = 22.5% × 0.72 × 1.19

Latest: FY2025

Profitability

Net Margin

22.5%

10.8% →22.5%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.72x

0.97x →0.72x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.19x

1.79x →1.19x

Assets funded by equity vs debt

Trend Analysis

ROE stable at ~19%. Driven by net margin improving (10.8% → 22.5%), asset turnover declining (0.97x → 0.72x), leverage falling (1.79x → 1.19x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr10.8%0.971.7918.8%
FY20230Cr0Cr12.1%0.871.8819.7%
FY20240Cr0Cr16.7%0.791.2916.9%
FY20250Cr0Cr22.5%0.721.1919.4%

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.

BALUFORGE DuPont Analysis — ROE 19.4% | YieldIQ