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

17.1% = 62.8% × 0.16 × 1.69

Latest: FY2025

Profitability

Net Margin

62.8%

75.0% →62.8%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.16x

0.01x →0.16x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.69x

1.03x →1.69x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 16.4 pp over 2 years. Driven by net margin declining (75.0% → 62.8%), asset turnover improving (0.01x → 0.16x), leverage rising (1.03x → 1.69x).

Historical Decomposition

Last 2 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20240Cr0Cr75.0%0.011.030.7%
FY20250Cr0Cr62.8%0.161.6917.1%

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 17.1% | YieldIQ