DuPont Decomposition

Why does DYCL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

17.3% = 6.3% × 1.74 × 1.58

Latest: FY2025

Profitability

Net Margin

6.3%

5.5% →6.3%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.74x

1.61x →1.74x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.58x

2.37x →1.58x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 3.6 pp over 4 years. Driven by asset turnover improving (1.61x → 1.74x), leverage falling (2.37x → 1.58x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr5.5%1.612.3720.9%
FY20230Cr0Cr5.6%0.442.275.6%
FY20240Cr0Cr5.7%0.482.336.4%
FY20250Cr0Cr6.3%1.741.5817.3%

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.