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

14.0% = 28.8% × 0.36 × 1.34

Latest: FY2026

Profitability

Net Margin

28.8%

36.1% →28.8%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.36x

0.37x →0.36x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.34x

1.83x →1.34x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 10.1 pp over 5 years. Driven by net margin declining (36.1% → 28.8%), leverage falling (1.83x → 1.34x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr36.1%0.371.8324.1%
FY20230Cr0Cr34.0%0.461.5424.2%
FY20240Cr0Cr40.6%0.481.2825.1%
FY20250Cr0Cr42.7%0.371.3521.5%
FY20260Cr0Cr28.8%0.361.3414.0%

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.

INNOVANA DuPont Analysis — ROE 14.0% | YieldIQ