DuPont Decomposition

Why does CEWATER earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

9.7% = 8.7% × 0.70 × 1.59

Latest: FY2025

Profitability

Net Margin

8.7%

5.0% →8.7%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.70x

0.61x →0.70x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.59x

2.00x →1.59x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 3.5 pp over 4 years. Driven by net margin improving (5.0% → 8.7%), leverage falling (2.00x → 1.59x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr5.0%0.612.006.1%
FY20230Cr0Cr1.6%0.582.111.9%
FY20240Cr0Cr8.4%0.791.9512.8%
FY20250Cr0Cr8.7%0.701.599.7%

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.

CEWATER DuPont Analysis — ROE 9.7% | YieldIQ