DuPont Decomposition

Why does IRCON earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

9.0% = 6.6% × 0.43 × 3.21

Latest: FY2026

Profitability

Net Margin

6.6%

8.1% →6.6%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.43x

0.51x →0.43x

Revenue per ₹ of assets

Leverage

Equity Multiplier

3.21x

3.10x →3.21x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 3.7 pp over 5 years. Driven by net margin declining (8.1% → 6.6%).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr8.1%0.513.1012.7%
FY20230Cr0Cr7.4%0.672.9814.7%
FY20240Cr0Cr7.6%0.702.9715.8%
FY20250Cr0Cr6.8%0.553.0911.5%
FY20260Cr0Cr6.6%0.433.219.0%

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.

IRCON DuPont Analysis — ROE 9.0% | YieldIQ