DuPont Decomposition

Why does INNOVANA earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

20.9% = 42.7% × 0.37 × 1.32

Latest: FY2025

Profitability

Net Margin

42.7%

36.1% →42.7%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.37x

0.37x →0.37x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.32x

1.83x →1.32x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 3.2 pp over 4 years. Driven by net margin improving (36.1% → 42.7%), leverage falling (1.83x → 1.32x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr36.1%0.371.8324.1%
FY20230Cr0Cr34.0%0.461.5424.2%
FY20240Cr0Cr40.6%0.481.2524.6%
FY20250Cr0Cr42.7%0.371.3220.9%

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.