DuPont Decomposition

Why does CEMPRO earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

20.3% = 4.1% × 1.40 × 3.54

Latest: FY2025

Profitability

Net Margin

4.1%

2.3% →4.1%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.40x

0.33x →1.40x

Revenue per ₹ of assets

Leverage

Equity Multiplier

3.54x

4.05x →3.54x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 17.2 pp over 3 years. Driven by net margin improving (2.3% → 4.1%), asset turnover improving (0.33x → 1.40x), leverage falling (4.05x → 3.54x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr2.3%0.334.053.0%
FY20240Cr0Cr4.0%0.383.966.0%
FY20250Cr0Cr4.1%1.403.5420.3%

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.