DuPont Decomposition

Why does HONAUT earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

13.0% = 12.5% × 0.75 × 1.39

Latest: FY2025

Profitability

Net Margin

12.5%

13.2% →12.5%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.75x

0.19x →0.75x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.39x

1.40x →1.39x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 9.5 pp over 3 years. Driven by asset turnover improving (0.19x → 0.75x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr13.2%0.191.403.5%
FY20240Cr0Cr15.6%0.191.364.1%
FY20250Cr0Cr12.5%0.751.3913.0%

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.