DuPont Decomposition

Why does DEN earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

4.3% = 17.0% × 0.23 × 1.12

Latest: FY2026

Profitability

Net Margin

17.0%

20.9% →17.0%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.23x

0.30x →0.23x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.12x

1.17x →1.12x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 3.0 pp over 4 years. Driven by net margin declining (20.9% → 17.0%).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr20.9%0.301.177.4%
FY20240Cr0Cr19.7%0.281.156.2%
FY20250Cr0Cr19.9%0.241.135.5%
FY20260Cr0Cr17.0%0.231.124.3%

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)

See DCF fair value for DEN

Combine financial quality with intrinsic value.

See Fair Value →

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

DEN DuPont Analysis — ROE 4.3% | YieldIQ