DuPont Decomposition

Why does INDOUS earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

20.7% = 15.7% × 1.06 × 1.25

Latest: FY2025

Profitability

Net Margin

15.7%

10.1% →15.7%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.06x

0.90x →1.06x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.25x

1.44x →1.25x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 7.6 pp over 4 years. Driven by net margin improving (10.1% → 15.7%), asset turnover improving (0.90x → 1.06x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr10.1%0.901.4413.2%
FY20230Cr0Cr11.7%0.891.2713.3%
FY20240Cr0Cr11.3%0.861.3513.1%
FY20250Cr0Cr15.7%1.061.2520.7%

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.