DuPont Decomposition

Why does EIEL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

17.7% = 16.7% × 0.70 × 1.51

Latest: FY2025

Profitability

Net Margin

16.7%

15.5% →16.7%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.70x

1.51x →0.70x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.51x

2.07x →1.51x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 30.5 pp over 4 years. Driven by net margin improving (15.5% → 16.7%), asset turnover declining (1.51x → 0.70x), leverage falling (2.07x → 1.51x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr15.5%1.512.0748.2%
FY20230Cr0Cr16.3%0.972.7443.3%
FY20240Cr0Cr14.9%0.962.6237.3%
FY20250Cr0Cr16.7%0.701.5117.7%

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 EIEL

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