DuPont Decomposition

Why does HIMATSEIDE earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

2.9% = 1.2% × 0.85 × 2.76

Latest: FY2026

Profitability

Net Margin

1.2%

4.9% →1.2%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.85x

0.51x →0.85x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.76x

3.84x →2.76x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 6.7 pp over 5 years. Driven by net margin declining (4.9% → 1.2%), asset turnover improving (0.51x → 0.85x), leverage falling (3.84x → 2.76x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr4.9%0.513.849.6%
FY20230Cr-0Cr-2.6%0.453.82-4.4%
FY20240Cr0Cr4.4%0.443.727.2%
FY20250Cr0Cr1.4%0.982.783.7%
FY20260Cr0Cr1.2%0.852.762.9%

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)

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

HIMATSEIDE DuPont Analysis — ROE 2.9% | YieldIQ