DuPont Decomposition

Why does CHEMPLASTS earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

-5.3% = -2.5% × 0.67 × 3.14

Latest: FY2025

Profitability

Net Margin

-2.5%

4.0% →-2.5%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.67x

0.20x →0.67x

Revenue per ₹ of assets

Leverage

Equity Multiplier

3.14x

3.14x →3.14x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 7.8 pp over 3 years. Driven by net margin declining (4.0% → -2.5%), asset turnover improving (0.20x → 0.67x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr4.0%0.203.142.5%
FY20240Cr-0Cr-3.0%0.173.55-1.8%
FY20250Cr-0Cr-2.5%0.673.14-5.3%

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)

See DCF fair value for CHEMPLASTS

Combine financial quality with intrinsic value.

See Fair Value →

DuPont decomposition from audited annual financials. Factual analysis, not investment advice.