DuPont Decomposition

Why does DOLPHIN earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

19.4% = 58.9% × 0.19 × 1.72

Latest: FY2026

Profitability

Net Margin

58.9%

86.2% →58.9%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.19x

0.03x →0.19x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.72x

1.03x →1.72x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 16.9 pp over 3 years. Driven by net margin declining (86.2% → 58.9%), asset turnover improving (0.03x → 0.19x), leverage rising (1.03x → 1.72x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20240.1Cr0.1Cr86.2%0.031.032.5%
FY20250Cr0Cr62.8%0.161.6917.1%
FY20260Cr0Cr58.9%0.191.7219.4%

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)

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

DOLPHIN DuPont Analysis — ROE 19.4% | YieldIQ