DuPont Decomposition

Why does EXCELSOFT earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

9.3% = 14.9% × 0.50 × 1.27

Latest: FY2025

Profitability

Net Margin

14.9%

11.5% →14.9%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.50x

0.45x →0.50x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.27x

1.57x →1.27x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 1.3 pp over 3 years. Driven by net margin improving (11.5% → 14.9%), leverage falling (1.57x → 1.27x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr11.5%0.451.578.1%
FY20240Cr0Cr6.4%0.471.424.3%
FY20250Cr0Cr14.9%0.501.279.3%

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.