DuPont Decomposition

Why does BUTTERFLY earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

12.3% = 4.8% × 1.69 × 1.50

Latest: FY2026

Profitability

Net Margin

4.8%

1.7% →4.8%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.69x

1.85x →1.69x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.50x

2.20x →1.50x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 5.4 pp over 5 years. Driven by net margin improving (1.7% → 4.8%), asset turnover declining (1.85x → 1.69x), leverage falling (2.20x → 1.50x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr1.7%1.852.206.9%
FY20230Cr0Cr5.0%2.071.7618.1%
FY20240Cr0Cr0.8%1.871.682.5%
FY20250Cr0Cr3.8%1.841.4410.0%
FY20260Cr0Cr4.8%1.691.5012.3%

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.

BUTTERFLY DuPont Analysis — ROE 12.3% | YieldIQ