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

31.4% = 18.2% × 0.16 × 10.46

Latest: FY2025

Profitability

Net Margin

18.2%

11.2% →18.2%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.16x

0.05x →0.16x

Revenue per ₹ of assets

Leverage

Equity Multiplier

10.46x

12.49x →10.46x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 24.7 pp over 3 years. Driven by net margin improving (11.2% → 18.2%), asset turnover improving (0.05x → 0.16x), leverage falling (12.49x → 10.46x). High financial leverage (equity multiplier > 4x) amplifies returns but also risk.

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr11.2%0.0512.496.8%
FY20240Cr0Cr14.4%0.0513.0110.1%
FY20250Cr0Cr18.2%0.1610.4631.4%

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)

See DCF fair value for BIRLAMONEY

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