DuPont Decomposition

Why does DLINKINDIA earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

21.9% = 7.5% × 1.85 × 1.57

Latest: FY2025

Profitability

Net Margin

7.5%

6.5% →7.5%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.85x

0.49x →1.85x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.57x

1.66x →1.57x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 16.6 pp over 3 years. Driven by net margin improving (6.5% → 7.5%), asset turnover improving (0.49x → 1.85x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr6.5%0.491.665.3%
FY20240Cr0Cr7.5%0.481.605.8%
FY20250Cr0Cr7.5%1.851.5721.9%

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.