DuPont Decomposition

Why does JINDALPOLY earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

2.7% = 2.1% × 0.48 × 2.66

Latest: FY2025

Profitability

Net Margin

2.1%

20.4% →2.1%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.48x

0.89x →0.48x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.66x

1.72x →2.66x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 28.5 pp over 4 years. Driven by net margin declining (20.4% → 2.1%), asset turnover declining (0.89x → 0.48x), leverage rising (1.72x → 2.66x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr20.4%0.891.7231.2%
FY20230Cr0Cr6.9%0.482.297.6%
FY20240Cr0Cr1.9%0.362.641.8%
FY20250Cr0Cr2.1%0.482.662.7%

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.