DuPont Decomposition

Why does BIRLANU earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

-10.8% = -3.2% × 1.21 × 2.77

Latest: FY2026

Profitability

Net Margin

-3.2%

6.0% →-3.2%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.21x

1.58x →1.21x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.77x

1.91x →2.77x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 28.8 pp over 5 years. Driven by net margin declining (6.0% → -3.2%), asset turnover declining (1.58x → 1.21x), leverage rising (1.91x → 2.77x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr6.0%1.581.9118.0%
FY20230Cr0Cr2.8%1.471.907.8%
FY20240Cr0Cr1.0%1.222.192.8%
FY20250Cr-0Cr-0.9%1.242.42-2.7%
FY20260Cr-0Cr-3.2%1.212.77-10.8%

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.

BIRLANU DuPont Analysis — ROE -10.8% | YieldIQ