DuPont Decomposition

Why does DBEIL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

13.8% = 9.8% × 0.70 × 2.02

Latest: FY2025

Profitability

Net Margin

9.8%

4.9% →9.8%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.70x

1.13x →0.70x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.02x

3.80x →2.02x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 7.1 pp over 4 years. Driven by net margin improving (4.9% → 9.8%), asset turnover declining (1.13x → 0.70x), leverage falling (3.80x → 2.02x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr4.9%1.133.8020.9%
FY20230Cr0Cr4.9%0.964.4721.3%
FY20240Cr0Cr11.8%0.923.4937.7%
FY20250Cr0Cr9.8%0.702.0213.8%

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.