DuPont Decomposition

Why does HEXT earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

21.7% = 10.2% × 1.23 × 1.73

Latest: FY2026

Profitability

Net Margin

10.2%

9.6% →10.2%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.23x

1.41x →1.23x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.73x

1.58x →1.73x

Assets funded by equity vs debt

Trend Analysis

ROE stable at ~22%. Driven by asset turnover declining (1.41x → 1.23x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr9.6%1.411.5821.4%
FY20240Cr0Cr9.6%1.441.5521.5%
FY20250Cr0Cr10.2%0.351.686.0%
FY20260Cr0Cr10.2%1.231.7321.7%

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 HEXT

Combine financial quality with intrinsic value.

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