DuPont Decomposition

Why does IEX earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

36.1% = 80.1% × 0.25 × 1.79

Latest: FY2026

Profitability

Net Margin

80.1%

76.4% →80.1%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.25x

0.28x →0.25x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.79x

1.82x →1.79x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 2.2 pp over 4 years. Driven by net margin improving (76.4% → 80.1%).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr76.4%0.281.8238.3%
FY20240Cr0Cr78.2%0.251.8236.1%
FY20250Cr0Cr79.9%0.241.9337.8%
FY20260Cr0Cr80.1%0.251.7936.1%

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.

IEX DuPont Analysis — ROE 36.1% | YieldIQ