DuPont Decomposition

Why does BRNL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

33.4% = 51.5% × 0.19 × 3.40

Latest: FY2025

Profitability

Net Margin

51.5%

-173.9% →51.5%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.19x

0.08x →0.19x

Revenue per ₹ of assets

Leverage

Equity Multiplier

3.40x

4.73x →3.40x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 96.0 pp over 4 years. Driven by net margin improving (-173.9% → 51.5%), asset turnover improving (0.08x → 0.19x), leverage falling (4.73x → 3.40x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr-0Cr-173.9%0.084.73-62.5%
FY20230Cr-0Cr-64.2%0.126.77-52.4%
FY20240Cr-0Cr-29.5%0.149.55-39.1%
FY20250Cr0Cr51.5%0.193.4033.4%

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.

BRNL DuPont Analysis — ROE 33.4% | YieldIQ