DuPont Decomposition

Why does BANARISUG earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

5.9% = 5.8% × 0.80 × 1.25

Latest: FY2025

Profitability

Net Margin

5.8%

5.7% →5.8%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.80x

1.07x →0.80x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.25x

1.52x →1.25x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 3.4 pp over 3 years. Driven by asset turnover declining (1.07x → 0.80x), leverage falling (1.52x → 1.25x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr5.7%1.071.529.2%
FY20240Cr0Cr6.9%0.911.449.0%
FY20250Cr0Cr5.8%0.801.255.9%

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.