DuPont Decomposition

Why does BONLON earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

3.3% = 0.4% × 4.82 × 1.57

Latest: FY2025

Profitability

Net Margin

0.4%

0.6% →0.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

4.82x

3.75x →4.82x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.57x

1.37x →1.57x

Assets funded by equity vs debt

Trend Analysis

ROE stable at ~3%. Driven by asset turnover improving (3.75x → 4.82x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr0.6%3.751.372.8%
FY20230Cr0Cr0.3%4.351.532.2%
FY20240Cr0Cr0.5%3.231.683.0%
FY20250Cr0Cr0.4%4.821.573.3%

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.

BONLON DuPont Analysis — ROE 3.3% | YieldIQ