DuPont Decomposition

Why does CUMMINSIND earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

26.4% = 19.6% × 1.00 × 1.34

Latest: FY2025

Profitability

Net Margin

19.6%

15.8% →19.6%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.00x

0.98x →1.00x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.34x

1.38x →1.34x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 5.1 pp over 3 years. Driven by net margin improving (15.8% → 19.6%).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr15.8%0.981.3821.3%
FY20240Cr0Cr19.1%1.001.3626.0%
FY20250Cr0Cr19.6%1.001.3426.4%

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.