DuPont Decomposition

Why does JSL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

15.0% = 6.4% × 1.08 × 2.16

Latest: FY2025

Profitability

Net Margin

6.4%

7.3% →6.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.08x

0.36x →1.08x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.16x

2.27x →2.16x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 9.0 pp over 3 years. Driven by asset turnover improving (0.36x → 1.08x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr7.3%0.362.276.0%
FY20240Cr0Cr5.3%0.312.153.5%
FY20250Cr0Cr6.4%1.082.1615.0%

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)

See DCF fair value for JSL

Combine financial quality with intrinsic value.

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