DuPont Decomposition

Why does EMAMIPAP earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

3.8% = 1.4% × 1.06 × 2.68

Latest: FY2025

Profitability

Net Margin

1.4%

5.9% →1.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.06x

1.09x →1.06x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.68x

2.72x →2.68x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 13.7 pp over 4 years. Driven by net margin declining (5.9% → 1.4%).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr5.9%1.092.7217.6%
FY20230Cr0Cr2.9%1.202.839.9%
FY20240Cr0Cr4.2%1.162.2110.9%
FY20250Cr0Cr1.4%1.062.683.8%

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.