DuPont Decomposition

Why does EMSLIMITED earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

18.8% = 19.0% × 0.83 × 1.19

Latest: FY2025

Profitability

Net Margin

19.0%

21.9% →19.0%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.83x

0.72x →0.83x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.19x

1.32x →1.19x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 1.9 pp over 4 years. Driven by net margin declining (21.9% → 19.0%), asset turnover improving (0.72x → 0.83x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr21.9%0.721.3220.7%
FY20230Cr0Cr20.0%0.841.3021.9%
FY20240Cr0Cr19.3%0.251.225.9%
FY20250Cr0Cr19.0%0.831.1918.8%

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.