DuPont Decomposition

Why does ELECON earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

14.8% = 14.4% × 0.73 × 1.40

Latest: FY2026

Profitability

Net Margin

14.4%

16.0% →14.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.73x

0.25x →0.73x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.40x

1.35x →1.40x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 9.5 pp over 4 years. Driven by net margin declining (16.0% → 14.4%), asset turnover improving (0.25x → 0.73x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr16.0%0.251.355.3%
FY20240Cr0Cr18.4%0.271.326.5%
FY20250Cr0Cr18.6%0.821.3720.8%
FY20260Cr0Cr14.4%0.731.4014.8%

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.