DuPont Decomposition

Why does CHEMCON earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

4.9% = 9.8% × 0.42 × 1.18

Latest: FY2026

Profitability

Net Margin

9.8%

24.4% →9.8%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.42x

0.52x →0.42x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.18x

1.19x →1.18x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 10.2 pp over 5 years. Driven by net margin declining (24.4% → 9.8%), asset turnover declining (0.52x → 0.42x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr24.4%0.521.1915.0%
FY20230Cr0Cr18.3%0.541.2112.1%
FY20240Cr0Cr7.2%0.491.144.0%
FY20250Cr0Cr11.8%0.371.114.9%
FY20260Cr0Cr9.8%0.421.184.9%

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.

CHEMCON DuPont Analysis — ROE 4.9% | YieldIQ