DuPont Decomposition

Why does BIKAJI earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

13.6% = 7.9% × 1.32 × 1.31

Latest: FY2025

Profitability

Net Margin

7.9%

4.8% →7.9%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.32x

1.46x →1.32x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.31x

1.34x →1.31x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 4.1 pp over 4 years. Driven by net margin improving (4.8% → 7.9%), asset turnover declining (1.46x → 1.32x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr4.8%1.461.349.5%
FY20230Cr0Cr6.4%1.551.3313.3%
FY20240Cr0Cr11.3%1.521.2621.6%
FY20250Cr0Cr7.9%1.321.3113.6%

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 BIKAJI

Combine financial quality with intrinsic value.

See Fair Value →

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