DuPont Decomposition

Why does JGCHEM earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

13.5% = 7.5% × 1.70 × 1.05

Latest: FY2025

Profitability

Net Margin

7.5%

6.5% →7.5%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.70x

2.32x →1.70x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.05x

1.69x →1.05x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 12.0 pp over 4 years. Driven by net margin improving (6.5% → 7.5%), asset turnover declining (2.32x → 1.70x), leverage falling (1.69x → 1.05x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr6.5%2.321.6925.5%
FY20230Cr0Cr7.0%2.631.3925.7%
FY20240Cr0Cr4.8%1.491.138.1%
FY20250Cr0Cr7.5%1.701.0513.5%

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.

JGCHEM DuPont Analysis — ROE 13.5% | YieldIQ