DuPont Decomposition

Why does BETA earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

21.5% = 11.7% × 0.83 × 2.21

Latest: FY2025

Profitability

Net Margin

11.7%

13.5% →11.7%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.83x

1.16x →0.83x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.21x

1.71x →2.21x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 5.4 pp over 4 years. Driven by net margin declining (13.5% → 11.7%), asset turnover declining (1.16x → 0.83x), leverage rising (1.71x → 2.21x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr13.5%1.161.7126.9%
FY20230Cr0Cr13.5%1.141.6125.0%
FY20240Cr0Cr12.3%1.161.6223.2%
FY20250Cr0Cr11.7%0.832.2121.5%

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 BETA

Combine financial quality with intrinsic value.

See Fair Value →

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

BETA DuPont Analysis — ROE 21.5% | YieldIQ