DuPont Decomposition

Why does INDIGO earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

-34.3% = -2.8% × 0.62 × 19.51

Latest: FY2026

Profitability

Net Margin

-2.8%

12.1% →-2.8%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.62x

0.82x →0.62x

Revenue per ₹ of assets

Leverage

Equity Multiplier

19.51x

41.18x →19.51x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 443.6 pp over 3 years. Driven by net margin declining (12.1% → -2.8%), asset turnover declining (0.82x → 0.62x), leverage falling (41.18x → 19.51x). High financial leverage (equity multiplier > 4x) amplifies returns but also risk.

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20240Cr0Cr12.1%0.8241.18409.3%
FY20250Cr0Cr9.0%0.7012.3777.5%
FY20260Cr-0Cr-2.8%0.6219.51-34.3%

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)

See DCF fair value for INDIGO

Combine financial quality with intrinsic value.

See Fair Value →

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

INDIGO DuPont Analysis — ROE -34.3% | YieldIQ