DuPont Decomposition

Why does HARSHA earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

7.1% = 6.4% × 0.83 × 1.35

Latest: FY2025

Profitability

Net Margin

6.4%

7.0% →6.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.83x

1.13x →0.83x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.35x

2.22x →1.35x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 10.5 pp over 4 years. Driven by asset turnover declining (1.13x → 0.83x), leverage falling (2.22x → 1.35x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr7.0%1.132.2217.6%
FY20230Cr0Cr9.5%0.241.353.0%
FY20240Cr0Cr9.7%0.241.333.1%
FY20250Cr0Cr6.4%0.831.357.1%

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.

HARSHA DuPont Analysis — ROE 7.1% | YieldIQ