DuPont Decomposition

Why does JKPAPER earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

4.8% = 3.8% × 0.67 × 1.91

Latest: FY2026

Profitability

Net Margin

3.8%

14.0% →3.8%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.67x

0.51x →0.67x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.91x

2.54x →1.91x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 13.3 pp over 5 years. Driven by net margin declining (14.0% → 3.8%), asset turnover improving (0.51x → 0.67x), leverage falling (2.54x → 1.91x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr14.0%0.512.5418.1%
FY20230Cr0Cr18.7%0.722.2129.6%
FY20240Cr0Cr17.0%0.711.8422.1%
FY20250Cr0Cr6.1%0.701.777.6%
FY20260Cr0Cr3.8%0.671.914.8%

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.

JKPAPER DuPont Analysis — ROE 4.8% | YieldIQ