DuPont Decomposition

Why does EKC earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

8.1% = 6.7% × 0.91 × 1.34

Latest: FY2025

Profitability

Net Margin

6.7%

12.2% →6.7%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.91x

0.22x →0.91x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.34x

1.37x →1.34x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 4.5 pp over 3 years. Driven by net margin declining (12.2% → 6.7%), asset turnover improving (0.22x → 0.91x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr12.2%0.221.373.6%
FY20240Cr0Cr4.0%0.231.281.2%
FY20250Cr0Cr6.7%0.911.348.1%

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.