DuPont Decomposition

Why does ESSENTIA earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

2.3% = 0.9% × 2.00 × 1.30

Latest: FY2025

Profitability

Net Margin

0.9%

2.8% →0.9%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

2.00x

1.50x →2.00x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.30x

2.13x →1.30x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 6.6 pp over 3 years. Driven by net margin declining (2.8% → 0.9%), asset turnover improving (1.50x → 2.00x), leverage falling (2.13x → 1.30x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr2.8%1.502.138.8%
FY20240Cr0Cr5.6%1.371.7213.2%
FY20250Cr0Cr0.9%2.001.302.3%

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.

ESSENTIA DuPont Analysis — ROE 2.3% | YieldIQ