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

18.0% = 22.0% × 0.46 × 1.80

Latest: FY2026

Profitability

Net Margin

22.0%

23.0% →22.0%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.46x

0.58x →0.46x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.80x

2.17x →1.80x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 10.8 pp over 5 years. Driven by asset turnover declining (0.58x → 0.46x), leverage falling (2.17x → 1.80x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr23.0%0.582.1728.8%
FY20230Cr0Cr7.2%0.612.219.7%
FY20240Cr0Cr21.1%0.512.0722.3%
FY20250Cr0Cr33.0%0.481.9430.6%
FY20260Cr0Cr22.0%0.461.8018.0%

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.

INDUSTOWER DuPont Analysis — ROE 18.0% | YieldIQ