DuPont Decomposition

Why does DVL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

4.5% = 30.1% × 0.11 × 1.31

Latest: FY2025

Profitability

Net Margin

30.1%

-103.8% →30.1%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.11x

0.04x →0.11x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.31x

1.61x →1.31x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 10.6 pp over 3 years. Driven by net margin improving (-103.8% → 30.1%), leverage falling (1.61x → 1.31x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr-0Cr-103.8%0.041.61-6.1%
FY20240Cr-0Cr-182.9%0.051.82-16.0%
FY20250Cr0Cr30.1%0.111.314.5%

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.