DuPont Decomposition

Why does HSCL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

14.7% = 12.1% × 0.99 × 1.23

Latest: FY2025

Profitability

Net Margin

12.1%

-1.1% →12.1%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.99x

0.24x →0.99x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.23x

1.85x →1.23x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 15.2 pp over 4 years. Driven by net margin improving (-1.1% → 12.1%), asset turnover improving (0.24x → 0.99x), leverage falling (1.85x → 1.23x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr-0Cr-1.1%0.241.85-0.5%
FY20230Cr0Cr7.4%0.281.613.3%
FY20240Cr0Cr9.8%0.261.463.8%
FY20250Cr0Cr12.1%0.991.2314.7%

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 HSCL

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