DuPont Decomposition

Why does BVCL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

4.1% = 2.5% × 0.94 × 1.75

Latest: FY2025

Profitability

Net Margin

2.5%

2.9% →2.5%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.94x

0.78x →0.94x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.75x

2.06x →1.75x

Assets funded by equity vs debt

Trend Analysis

ROE stable at ~4%. Driven by asset turnover improving (0.78x → 0.94x), leverage falling (2.06x → 1.75x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr2.9%0.782.064.6%
FY20240Cr0Cr3.1%1.001.956.0%
FY20250Cr0Cr2.5%0.941.754.1%

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.

BVCL DuPont Analysis — ROE 4.1% | YieldIQ