DuPont Decomposition

Why does HONASA earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

6.2% = 3.5% × 1.15 × 1.52

Latest: FY2025

Profitability

Net Margin

3.5%

1.7% →3.5%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.15x

0.91x →1.15x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.52x

1.47x →1.52x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 3.9 pp over 4 years. Driven by net margin improving (1.7% → 3.5%), asset turnover improving (0.91x → 1.15x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr1.7%0.911.472.2%
FY20230Cr-0Cr-9.6%1.531.61-23.6%
FY20240Cr0Cr5.8%1.181.4910.1%
FY20250Cr0Cr3.5%1.151.526.2%

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.