DuPont Decomposition

Why does HUDCO earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

15.1% = 75.3% × 0.03 × 7.15

Latest: FY2025

Profitability

Net Margin

75.3%

34.3% →75.3%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.03x

0.02x →0.03x

Revenue per ₹ of assets

Leverage

Equity Multiplier

7.15x

5.24x →7.15x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 10.9 pp over 3 years. Driven by net margin improving (34.3% → 75.3%), leverage rising (5.24x → 7.15x). High financial leverage (equity multiplier > 4x) amplifies returns but also risk.

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr34.3%0.025.244.1%
FY20240Cr0Cr33.9%0.025.624.2%
FY20250Cr0Cr75.3%0.037.1515.1%

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.

HUDCO DuPont Analysis — ROE 15.1% | YieldIQ