DuPont Decomposition

Why does DCXINDIA earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

2.8% = 3.6% × 0.57 × 1.38

Latest: FY2025

Profitability

Net Margin

3.6%

6.0% →3.6%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.57x

1.17x →0.57x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.38x

8.02x →1.38x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 53.0 pp over 4 years. Driven by net margin declining (6.0% → 3.6%), asset turnover declining (1.17x → 0.57x), leverage falling (8.02x → 1.38x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr6.0%1.178.0255.8%
FY20230Cr0Cr5.7%1.032.1512.7%
FY20240Cr0Cr5.3%0.771.646.7%
FY20250Cr0Cr3.6%0.571.382.8%

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)

See DCF fair value for DCXINDIA

Combine financial quality with intrinsic value.

See Fair Value →

DuPont decomposition from audited annual financials. Factual analysis, not investment advice.