DuPont Decomposition

Why does ICEMAKE earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

18.7% = 4.8% × 1.30 × 2.97

Latest: FY2025

Profitability

Net Margin

4.8%

6.7% →4.8%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.30x

1.96x →1.30x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.97x

1.96x →2.97x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 7.0 pp over 3 years. Driven by net margin declining (6.7% → 4.8%), asset turnover declining (1.96x → 1.30x), leverage rising (1.96x → 2.97x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr6.7%1.961.9625.6%
FY20240Cr0Cr7.2%1.771.9324.5%
FY20250Cr0Cr4.8%1.302.9718.7%

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)

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

ICEMAKE DuPont Analysis — ROE 18.7% | YieldIQ