DuPont Decomposition

Why does JSFB earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

12.2% = 16.4% × 0.08 × 9.34

Latest: FY2025

Profitability

Net Margin

16.4%

1.1% →16.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.08x

0.08x →0.08x

Revenue per ₹ of assets

Leverage

Equity Multiplier

9.34x

16.81x →9.34x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 10.7 pp over 3 years. Driven by net margin improving (1.1% → 16.4%), leverage falling (16.81x → 9.34x). High financial leverage (equity multiplier > 4x) amplifies returns but also risk.

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr1.1%0.0816.811.5%
FY20230Cr0Cr11.6%0.0914.2714.2%
FY20250Cr0Cr16.4%0.089.3412.2%

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 JSFB

Combine financial quality with intrinsic value.

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