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

18.5% = 7.0% × 1.75 × 1.49

Latest: FY2026

Profitability

Net Margin

7.0%

5.5% →7.0%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.75x

1.61x →1.75x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.49x

2.37x →1.49x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 2.5 pp over 5 years. Driven by net margin improving (5.5% → 7.0%), asset turnover improving (1.61x → 1.75x), leverage falling (2.37x → 1.49x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr5.5%1.612.3720.9%
FY20230Cr0Cr4.6%1.662.2717.5%
FY20240Cr0Cr4.9%1.542.3317.6%
FY20250Cr0Cr6.3%1.741.5817.3%
FY20260Cr0Cr7.0%1.751.4918.5%

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.

DYCL DuPont Analysis — ROE 18.5% | YieldIQ