DuPont Decomposition

Why does FORTIS earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

10.5% = 11.4% × 0.57 × 1.61

Latest: FY2026

Profitability

Net Margin

11.4%

9.8% →11.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.57x

0.47x →0.57x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.61x

1.92x →1.61x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 1.5 pp over 5 years. Driven by net margin improving (9.8% → 11.4%), leverage falling (1.92x → 1.61x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr9.8%0.471.929.0%
FY20230Cr0Cr9.5%0.501.728.1%
FY20240Cr0Cr8.8%0.511.737.8%
FY20250Cr0Cr9.9%0.571.548.7%
FY20260Cr0Cr11.4%0.571.6110.5%

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.

FORTIS DuPont Analysis — ROE 10.5% | YieldIQ