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

8.6% = 12.3% × 0.55 × 1.26

Latest: FY2026

Profitability

Net Margin

12.3%

21.9% →12.3%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.55x

0.72x →0.55x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.26x

1.32x →1.26x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 12.2 pp over 5 years. Driven by net margin declining (21.9% → 12.3%), asset turnover declining (0.72x → 0.55x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr21.9%0.721.3220.8%
FY20230Cr0Cr20.0%0.841.3021.9%
FY20240Cr0Cr19.2%0.821.2219.1%
FY20250Cr0Cr18.9%0.831.1918.8%
FY20260Cr0Cr12.3%0.551.268.6%

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.