DuPont Decomposition

Why does DCM earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

51.1% = 31.9% × 0.55 × 2.91

Latest: FY2025

Profitability

Net Margin

31.9%

44.0% →31.9%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.55x

0.59x →0.55x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.91x

9.79x →2.91x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 201.6 pp over 4 years. Driven by net margin declining (44.0% → 31.9%), leverage falling (9.79x → 2.91x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr44.0%0.599.79252.7%
FY20230Cr0Cr3.4%0.617.6215.6%
FY20240Cr0Cr7.7%0.595.4625.1%
FY20250Cr0Cr31.9%0.552.9151.1%

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.

DCM DuPont Analysis — ROE 51.1% | YieldIQ