DuPont Decomposition

Why does EXCELINDUS earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

5.4% = 8.8% × 0.51 × 1.21

Latest: FY2025

Profitability

Net Margin

8.8%

7.3% →8.8%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.51x

0.73x →0.51x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.21x

1.20x →1.21x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 1.1 pp over 3 years. Driven by net margin improving (7.3% → 8.8%), asset turnover declining (0.73x → 0.51x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr7.3%0.731.206.4%
FY20240Cr0Cr2.1%0.461.261.2%
FY20250Cr0Cr8.8%0.511.215.4%

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)

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

EXCELINDUS DuPont Analysis — ROE 5.4% | YieldIQ