DuPont Decomposition

Why does CLEAN earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

18.7% = 27.8% × 0.59 × 1.14

Latest: FY2025

Profitability

Net Margin

27.8%

37.1% →27.8%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.59x

0.19x →0.59x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.14x

1.14x →1.14x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 10.7 pp over 3 years. Driven by net margin declining (37.1% → 27.8%), asset turnover improving (0.19x → 0.59x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr37.1%0.191.148.0%
FY20240Cr0Cr30.9%0.161.165.8%
FY20250Cr0Cr27.8%0.591.1418.7%

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.