DuPont Decomposition

Why does EMMVEE earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

68.7% = 15.9% × 0.59 × 7.29

Latest: FY2025

Profitability

Net Margin

15.9%

1.5% →15.9%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.59x

0.72x →0.59x

Revenue per ₹ of assets

Leverage

Equity Multiplier

7.29x

5.98x →7.29x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 62.4 pp over 3 years. Driven by net margin improving (1.5% → 15.9%), asset turnover declining (0.72x → 0.59x), leverage rising (5.98x → 7.29x). High financial leverage (equity multiplier > 4x) amplifies returns but also risk.

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr1.5%0.725.986.4%
FY20240Cr0Cr3.1%0.4312.9817.1%
FY20250Cr0Cr15.9%0.597.2968.7%

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 EMMVEE

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