DuPont Decomposition

Why does FCL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

14.7% = 20.3% × 0.65 × 1.10

Latest: FY2025

Profitability

Net Margin

20.3%

18.9% →20.3%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.65x

0.33x →0.65x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.10x

1.21x →1.10x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 7.2 pp over 3 years. Driven by net margin improving (18.9% → 20.3%), asset turnover improving (0.33x → 0.65x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr18.9%0.331.217.5%
FY20240Cr0Cr19.9%0.281.236.8%
FY20250Cr0Cr20.3%0.651.1014.7%

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.

FCL DuPont Analysis — ROE 14.7% | YieldIQ