DuPont Decomposition

Why does IVC earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

6.4% = 45.2% × 0.12 × 1.17

Latest: FY2025

Profitability

Net Margin

45.2%

31.5% →45.2%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.12x

0.16x →0.12x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.17x

1.21x →1.17x

Assets funded by equity vs debt

Trend Analysis

ROE stable at ~6%. Driven by net margin improving (31.5% → 45.2%).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr31.5%0.161.216.2%
FY20230Cr0Cr26.4%0.241.137.2%
FY20240Cr0Cr23.2%0.211.125.4%
FY20250Cr0Cr45.2%0.121.176.4%

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.

IVC DuPont Analysis — ROE 6.4% | YieldIQ