DuPont Decomposition

Why does DCMSRIND earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

11.3% = 5.0% × 0.88 × 2.57

Latest: FY2025

Profitability

Net Margin

5.0%

3.2% →5.0%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.88x

1.17x →0.88x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.57x

2.65x →2.57x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 1.4 pp over 4 years. Driven by net margin improving (3.2% → 5.0%), asset turnover declining (1.17x → 0.88x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr3.2%1.172.659.9%
FY20230Cr0Cr2.6%1.192.728.4%
FY20240Cr0Cr5.6%0.942.7014.2%
FY20250Cr0Cr5.0%0.882.5711.3%

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.