DuPont Decomposition

Why does IZMO earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

11.6% = 16.7% × 0.58 × 1.21

Latest: FY2026

Profitability

Net Margin

16.7%

12.1% →16.7%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.58x

0.44x →0.58x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.21x

1.18x →1.21x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 5.3 pp over 5 years. Driven by net margin improving (12.1% → 16.7%), asset turnover improving (0.44x → 0.58x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr12.1%0.441.186.4%
FY20230Cr0Cr13.0%0.481.187.3%
FY20240Cr0Cr13.9%0.511.198.5%
FY20250Cr0Cr21.8%0.511.2213.6%
FY20260Cr0Cr16.7%0.581.2111.6%

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)

See DCF fair value for IZMO

Combine financial quality with intrinsic value.

See Fair Value →

DuPont decomposition from audited annual financials. Factual analysis, not investment advice.

IZMO DuPont Analysis — ROE 11.6% | YieldIQ