DuPont Decomposition

Why does FSL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

14.5% = 7.5% × 1.01 × 1.93

Latest: FY2025

Profitability

Net Margin

7.5%

9.1% →7.5%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.01x

0.27x →1.01x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.93x

1.68x →1.93x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 10.3 pp over 3 years. Driven by net margin declining (9.1% → 7.5%), asset turnover improving (0.27x → 1.01x), leverage rising (1.68x → 1.93x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr9.1%0.271.684.2%
FY20240Cr0Cr8.0%0.271.643.6%
FY20250Cr0Cr7.5%1.011.9314.5%

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)

See DCF fair value for FSL

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