DuPont Decomposition

Why does CIEINDIA earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

11.1% = 9.1% × 0.85 × 1.44

Latest: FY2026

Profitability

Net Margin

9.1%

-29.3% →9.1%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.85x

0.23x →0.85x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.44x

1.95x →1.44x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 24.0 pp over 4 years. Driven by net margin improving (-29.3% → 9.1%), asset turnover improving (0.23x → 0.85x), leverage falling (1.95x → 1.44x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr-0Cr-29.3%0.231.95-12.9%
FY20240Cr0Cr7.5%0.231.632.8%
FY20250Cr0Cr8.8%0.221.492.8%
FY20260Cr0Cr9.1%0.851.4411.1%

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.