DuPont Decomposition

Why does BOROLTD earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

8.4% = 6.2% × 0.93 × 1.45

Latest: FY2026

Profitability

Net Margin

6.2%

10.0% →6.2%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.93x

0.88x →0.93x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.45x

1.25x →1.45x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 2.5 pp over 5 years. Driven by net margin declining (10.0% → 6.2%).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr10.0%0.881.2510.9%
FY20230Cr0Cr7.0%0.871.6710.2%
FY20240Cr0Cr7.0%0.871.8611.4%
FY20250Cr0Cr6.7%0.981.409.2%
FY20260Cr0Cr6.2%0.931.458.4%

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)

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

BOROLTD DuPont Analysis — ROE 8.4% | YieldIQ