DuPont Decomposition

Why does DCI earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

19.7% = 2.9% × 1.98 × 3.46

Latest: FY2026

Profitability

Net Margin

2.9%

1.7% →2.9%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.98x

2.29x →1.98x

Revenue per ₹ of assets

Leverage

Equity Multiplier

3.46x

4.53x →3.46x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 1.9 pp over 5 years. Driven by net margin improving (1.7% → 2.9%), asset turnover declining (2.29x → 1.98x), leverage falling (4.53x → 3.46x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr1.7%2.294.5317.8%
FY20230Cr0Cr2.0%2.574.7424.0%
FY20240Cr0Cr2.5%2.214.1122.9%
FY20250Cr0Cr2.6%2.263.4120.1%
FY20260Cr0Cr2.9%1.983.4619.7%

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.

DCI DuPont Analysis — ROE 19.7% | YieldIQ