DuPont Decomposition

Why does BHARATSE earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

16.8% = 2.5% × 1.99 × 3.33

Latest: FY2025

Profitability

Net Margin

2.5%

1.5% →2.5%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.99x

2.42x →1.99x

Revenue per ₹ of assets

Leverage

Equity Multiplier

3.33x

2.65x →3.33x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 7.4 pp over 4 years. Driven by net margin improving (1.5% → 2.5%), asset turnover declining (2.42x → 1.99x), leverage rising (2.65x → 3.33x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr1.5%2.422.659.4%
FY20230Cr0Cr2.0%2.932.4414.7%
FY20240Cr0Cr2.4%2.113.0315.0%
FY20250Cr0Cr2.5%1.993.3316.8%

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.

BHARATSE DuPont Analysis — ROE 16.8% | YieldIQ