DuPont Decomposition

Why does JNKINDIA earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

6.0% = 6.3% × 0.60 × 1.56

Latest: FY2025

Profitability

Net Margin

6.3%

12.1% →6.3%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.60x

1.10x →0.60x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.56x

3.72x →1.56x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 43.9 pp over 4 years. Driven by net margin declining (12.1% → 6.3%), asset turnover declining (1.10x → 0.60x), leverage falling (3.72x → 1.56x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr12.1%1.103.7249.9%
FY20230Cr0Cr11.4%1.212.7638.0%
FY20240Cr0Cr13.0%0.912.7032.1%
FY20250Cr0Cr6.3%0.601.566.0%

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.