DuPont Decomposition

Why does ELIN earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

5.5% = 2.5% × 1.58 × 1.36

Latest: FY2025

Profitability

Net Margin

2.5%

3.7% →2.5%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.58x

2.00x →1.58x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.36x

1.76x →1.36x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 7.4 pp over 4 years. Driven by net margin declining (3.7% → 2.5%), asset turnover declining (2.00x → 1.58x), leverage falling (1.76x → 1.36x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr3.7%2.001.7612.9%
FY20230Cr0Cr2.5%1.431.495.4%
FY20240Cr0Cr1.4%1.521.332.8%
FY20250Cr0Cr2.5%1.581.365.5%

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)

See DCF fair value for ELIN

Combine financial quality with intrinsic value.

See Fair Value →

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