DuPont Decomposition

Why does JAINREC earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

30.9% = 3.2% × 3.85 × 2.53

Latest: FY2025

Profitability

Net Margin

3.2%

3.1% →3.2%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

3.85x

2.78x →3.85x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.53x

9.49x →2.53x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 50.0 pp over 4 years. Driven by asset turnover improving (2.78x → 3.85x), leverage falling (9.49x → 2.53x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr3.1%2.789.4980.9%
FY20230Cr0Cr3.0%2.745.5445.6%
FY20240Cr0Cr3.7%2.894.1444.4%
FY20250Cr0Cr3.2%3.852.5330.9%

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.