DuPont Decomposition

Why does HEROMOTOCO earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

22.6% = 10.8% × 1.43 × 1.46

Latest: FY2025

Profitability

Net Margin

10.8%

9.6% →10.8%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.43x

0.35x →1.43x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.46x

1.44x →1.46x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 17.7 pp over 3 years. Driven by net margin improving (9.6% → 10.8%), asset turnover improving (0.35x → 1.43x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr9.6%0.351.444.9%
FY20240Cr0Cr9.8%0.371.485.3%
FY20250Cr0Cr10.8%1.431.4622.6%

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.