DuPont Decomposition

Why does INDOBORAX earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

12.7% = 24.3% × 0.49 × 1.06

Latest: FY2025

Profitability

Net Margin

24.3%

22.6% →24.3%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.49x

0.20x →0.49x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.06x

1.08x →1.06x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 7.7 pp over 3 years. Driven by net margin improving (22.6% → 24.2%), asset turnover improving (0.20x → 0.49x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr22.6%0.201.085.0%
FY20240Cr0Cr25.2%0.151.063.9%
FY20250Cr0Cr24.3%0.491.0612.7%

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.