DuPont Decomposition

Why does COROMANDEL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

18.4% = 13.0% × 0.84 × 1.69

Latest: FY2025

Profitability

Net Margin

13.0%

6.8% →13.0%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.84x

2.08x →0.84x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.69x

1.80x →1.69x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 7.1 pp over 3 years. Driven by net margin improving (6.8% → 13.0%), asset turnover declining (2.08x → 0.84x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr6.8%2.081.8025.5%
FY20240Cr0Cr7.4%1.391.6817.4%
FY20250Cr0Cr13.0%0.841.6918.4%

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.