DuPont Decomposition

Why does IIFLCAPS earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

18.3% = 28.3% × 0.21 × 3.12

Latest: FY2026

Profitability

Net Margin

28.3%

29.1% →28.3%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.21x

0.17x →0.21x

Revenue per ₹ of assets

Leverage

Equity Multiplier

3.12x

5.11x →3.12x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 7.6 pp over 5 years. Driven by leverage falling (5.11x → 3.12x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr29.1%0.175.1125.9%
FY20230Cr0Cr21.8%0.223.8818.5%
FY20240Cr0Cr28.0%0.234.4128.7%
FY20250Cr0Cr35.9%0.253.1728.4%
FY20260Cr0Cr28.3%0.213.1218.3%

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.

IIFLCAPS DuPont Analysis — ROE 18.3% | YieldIQ