DuPont Decomposition

Why does HUHTAMAKI earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

9.1% = 5.0% × 1.19 × 1.55

Latest: FY2026

Profitability

Net Margin

5.0%

2.4% →5.0%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.19x

0.40x →1.19x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.55x

2.31x →1.55x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 6.9 pp over 4 years. Driven by net margin improving (2.4% → 5.0%), asset turnover improving (0.40x → 1.19x), leverage falling (2.31x → 1.55x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr2.4%0.402.312.2%
FY20240Cr0Cr54.2%0.301.7428.5%
FY20250Cr0Cr1.9%0.321.621.0%
FY20260Cr0Cr5.0%1.191.559.1%

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.