DuPont Decomposition

Why does BOROSCI earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

6.6% = 6.1% × 0.86 × 1.26

Latest: FY2025

Profitability

Net Margin

6.1%

8.1% →6.1%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.86x

0.94x →0.86x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.26x

1.23x →1.26x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 2.7 pp over 4 years. Driven by net margin declining (8.1% → 6.1%).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr8.1%0.941.239.4%
FY20230Cr0Cr2.1%0.611.712.2%
FY20240Cr0Cr6.0%0.801.316.3%
FY20250Cr0Cr6.1%0.861.266.6%

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.