DuPont Decomposition

Why does DREDGECORP earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

-2.3% = -2.4% × 0.43 × 2.17

Latest: FY2025

Profitability

Net Margin

-2.4%

-4.2% →-2.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.43x

0.14x →0.43x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.17x

1.69x →2.17x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 1.2 pp over 3 years. Driven by net margin improving (-4.2% → -2.4%), asset turnover improving (0.14x → 0.43x), leverage rising (1.69x → 2.17x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr-0Cr-4.2%0.141.69-1.0%
FY20240Cr-0Cr-8.4%0.121.90-1.9%
FY20250Cr-0Cr-2.4%0.432.17-2.3%

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)

See DCF fair value for DREDGECORP

Combine financial quality with intrinsic value.

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