DuPont Decomposition

Why does JAYKAY earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

33.7% = 97.0% × 0.29 × 1.21

Latest: FY2026

Profitability

Net Margin

97.0%

158.9% →97.0%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.29x

0.08x →0.29x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.21x

1.12x →1.21x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 19.2 pp over 5 years. Driven by net margin declining (158.9% → 97.0%), asset turnover improving (0.08x → 0.29x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr158.9%0.081.1214.5%
FY20230Cr0Cr15.1%0.231.414.8%
FY20240Cr0Cr16.3%0.181.664.8%
FY20250Cr0Cr8.7%0.131.321.5%
FY20260Cr0Cr97.0%0.291.2133.7%

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.

JAYKAY DuPont Analysis — ROE 33.7% | YieldIQ