DuPont Decomposition

Why does DENORA earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

1.4% = 2.5% × 0.48 × 1.18

Latest: FY2025

Profitability

Net Margin

2.5%

21.0% →2.5%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.48x

0.79x →0.48x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.18x

1.14x →1.18x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 17.5 pp over 4 years. Driven by net margin declining (21.0% → 2.5%), asset turnover declining (0.79x → 0.48x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr21.0%0.791.1418.9%
FY20230Cr0Cr27.9%0.631.1419.9%
FY20240Cr0Cr25.8%0.581.0615.9%
FY20250Cr0Cr2.5%0.481.181.4%

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 DENORA

Combine financial quality with intrinsic value.

See Fair Value →

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