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

7.0% = 7.5% × 0.76 × 1.24

Latest: FY2026

Profitability

Net Margin

7.5%

21.0% →7.5%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.76x

0.79x →0.76x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.24x

1.14x →1.24x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 11.9 pp over 5 years. Driven by net margin declining (21.0% → 7.5%).

Historical Decomposition

Last 5 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%
FY20260Cr0Cr7.5%0.761.247.0%

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.

DENORA DuPont Analysis — ROE 7.0% | YieldIQ