DuPont Decomposition

Why does BIRLAMONEY earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

19.5% = 13.7% × 0.12 × 11.54

Latest: FY2026

Profitability

Net Margin

13.7%

13.5% →13.7%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.12x

0.18x →0.12x

Revenue per ₹ of assets

Leverage

Equity Multiplier

11.54x

12.49x →11.54x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 11.6 pp over 4 years. Driven by leverage falling (12.49x → 11.54x). High financial leverage (equity multiplier > 4x) amplifies returns but also risk.

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr13.5%0.1812.4931.1%
FY20240Cr0Cr14.7%0.1713.0132.5%
FY20250Cr0Cr17.8%0.1710.4631.4%
FY20260Cr0Cr13.7%0.1211.5419.5%

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)

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

BIRLAMONEY DuPont Analysis — ROE 19.5% | YieldIQ