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

18.4% = 2.2% × 2.65 × 3.21

Latest: FY2026

Profitability

Net Margin

2.2%

1.5% →2.2%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

2.65x

2.42x →2.65x

Revenue per ₹ of assets

Leverage

Equity Multiplier

3.21x

2.65x →3.21x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 9.0 pp over 5 years. Driven by asset turnover improving (2.42x → 2.65x), leverage rising (2.65x → 3.21x).

Historical Decomposition

Last 5 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%
FY20260Cr0Cr2.2%2.653.2118.4%

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.

BHARATSE DuPont Analysis — ROE 18.4% | YieldIQ