DuPont Decomposition

Why does BBTC earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

14.4% = 6.3% × 1.41 × 1.63

Latest: FY2025

Profitability

Net Margin

6.3%

116.8% →6.3%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.41x

0.05x →1.41x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.63x

6.10x →1.63x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 21.8 pp over 3 years. Driven by net margin declining (116.8% → 6.3%), asset turnover improving (0.05x → 1.41x), leverage falling (6.10x → 1.63x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr116.8%0.056.1036.2%
FY20240Cr0Cr12.7%0.352.5611.3%
FY20250Cr0Cr6.3%1.411.6314.4%

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.