DuPont Decomposition

Why does BBOX earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

27.0% = 3.4% × 1.94 × 4.05

Latest: FY2025

Profitability

Net Margin

3.4%

-5.3% →3.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.94x

0.19x →1.94x

Revenue per ₹ of assets

Leverage

Equity Multiplier

4.05x

1.58x →4.05x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 28.5 pp over 3 years. Driven by net margin improving (-5.3% → 3.4%), asset turnover improving (0.19x → 1.94x), leverage rising (1.58x → 4.05x). High financial leverage (equity multiplier > 4x) amplifies returns but also risk.

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr-0Cr-5.3%0.191.58-1.6%
FY20240Cr0Cr2.8%0.535.778.5%
FY20250Cr0Cr3.4%1.944.0527.0%

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)

See DCF fair value for BBOX

Combine financial quality with intrinsic value.

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DuPont decomposition from audited annual financials. Factual analysis, not investment advice.