DuPont Decomposition

Why does HINDALCO earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

12.9% = 6.8% × 0.89 × 2.15

Latest: FY2025

Profitability

Net Margin

6.8%

4.2% →6.8%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.89x

0.21x →0.89x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.15x

1.66x →2.15x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 11.5 pp over 3 years. Driven by net margin improving (4.2% → 6.8%), asset turnover improving (0.21x → 0.89x), leverage rising (1.66x → 2.15x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr4.2%0.211.661.4%
FY20240Cr0Cr5.7%0.242.183.0%
FY20250Cr0Cr6.8%0.892.1512.9%

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 HINDALCO

Combine financial quality with intrinsic value.

See Fair Value →

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