DuPont Decomposition

Why does INDUSTOWER earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

30.6% = 33.0% × 0.48 × 1.94

Latest: FY2025

Profitability

Net Margin

33.0%

20.7% →33.0%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.48x

0.14x →0.48x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.94x

2.21x →1.94x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 23.9 pp over 3 years. Driven by net margin improving (20.7% → 33.0%), asset turnover improving (0.14x → 0.48x), leverage falling (2.21x → 1.94x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr20.7%0.142.216.6%
FY20240Cr0Cr25.8%0.132.076.8%
FY20250Cr0Cr33.0%0.481.9430.6%

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.