DuPont Decomposition

Why does EMIL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

10.4% = 2.4% × 1.78 × 2.41

Latest: FY2025

Profitability

Net Margin

2.4%

2.4% →2.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.78x

2.38x →1.78x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.41x

3.06x →2.41x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 7.0 pp over 4 years. Driven by asset turnover declining (2.38x → 1.78x), leverage falling (3.06x → 2.41x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr2.4%2.383.0617.4%
FY20230Cr0Cr2.4%1.892.2710.4%
FY20240Cr0Cr3.1%1.932.2313.4%
FY20250Cr0Cr2.4%1.782.4110.4%

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 EMIL

Combine financial quality with intrinsic value.

See Fair Value →

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

EMIL DuPont Analysis — ROE 10.4% | YieldIQ