DuPont Decomposition

Why does DBL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

19.1% = 14.5% × 0.48 × 2.77

Latest: FY2026

Profitability

Net Margin

14.5%

-6.0% →14.5%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.48x

0.56x →0.48x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.77x

4.60x →2.77x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 34.5 pp over 5 years. Driven by net margin improving (-6.0% → 14.5%), leverage falling (4.60x → 2.77x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr-0Cr-6.0%0.564.60-15.5%
FY20230Cr0Cr0.0%0.673.860.0%
FY20240Cr0Cr1.6%0.713.814.4%
FY20250Cr0Cr5.7%0.573.8912.7%
FY20260Cr0Cr14.5%0.482.7719.1%

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.

DBL DuPont Analysis — ROE 19.1% | YieldIQ