DuPont Decomposition

Why does BHARTIARTL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

21.9% = 19.4% × 0.34 × 3.35

Latest: FY2025

Profitability

Net Margin

19.4%

6.2% →19.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.34x

0.07x →0.34x

Revenue per ₹ of assets

Leverage

Equity Multiplier

3.35x

4.25x →3.35x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 20.2 pp over 3 years. Driven by net margin improving (6.2% → 19.4%), asset turnover improving (0.07x → 0.34x), leverage falling (4.25x → 3.35x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr6.2%0.074.251.7%
FY20240Cr0Cr7.5%0.073.491.8%
FY20250Cr0Cr19.4%0.343.3521.9%

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.