DuPont Decomposition

Why does DRCSYSTEMS earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

23.3% = 23.1% × 0.66 × 1.54

Latest: FY2025

Profitability

Net Margin

23.1%

3.6% →23.1%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.66x

0.78x →0.66x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.54x

3.68x →1.54x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 13.0 pp over 4 years. Driven by net margin improving (3.6% → 23.1%), asset turnover declining (0.78x → 0.66x), leverage falling (3.68x → 1.54x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr3.6%0.783.6810.4%
FY20230Cr0Cr26.1%0.661.1419.5%
FY20240Cr0Cr24.4%0.611.6424.4%
FY20250Cr0Cr23.1%0.661.5423.3%

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.