DuPont Decomposition

Why does JOCIL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

0.5% = 0.1% × 3.01 × 1.40

Latest: FY2025

Profitability

Net Margin

0.1%

0.9% →0.1%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

3.01x

2.93x →3.01x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.40x

1.26x →1.40x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 3.0 pp over 4 years.

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr0.9%2.931.263.5%
FY20230Cr0Cr1.1%3.621.234.8%
FY20240Cr0Cr0.2%2.701.320.8%
FY20250Cr0Cr0.1%3.011.400.5%

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)

See DCF fair value for JOCIL

Combine financial quality with intrinsic value.

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DuPont decomposition from audited annual financials. Factual analysis, not investment advice.