DuPont Decomposition

Why does HAL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

23.9% = 27.8% × 0.28 × 3.04

Latest: FY2025

Profitability

Net Margin

27.8%

22.7% →27.8%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.28x

0.19x →0.28x

Revenue per ₹ of assets

Leverage

Equity Multiplier

3.04x

2.85x →3.04x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 11.9 pp over 3 years. Driven by net margin improving (22.7% → 27.8%).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr22.7%0.192.8512.0%
FY20240Cr0Cr29.2%0.192.6814.8%
FY20250Cr0Cr27.8%0.283.0423.9%

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 HAL

Combine financial quality with intrinsic value.

See Fair Value →

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