DuPont Decomposition

Why does BEARDSELL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

12.1% = 3.7% × 1.54 × 2.15

Latest: FY2025

Profitability

Net Margin

3.7%

3.7% →3.7%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.54x

1.57x →1.54x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.15x

2.56x →2.15x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 2.6 pp over 3 years. Driven by leverage falling (2.56x → 2.15x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr3.7%1.572.5614.8%
FY20240Cr0Cr3.4%1.522.2611.6%
FY20250Cr0Cr3.7%1.542.1512.1%

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.

BEARDSELL DuPont Analysis — ROE 12.1% | YieldIQ