DuPont Decomposition

Why does JSLL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

47.5% = 27.7% × 1.19 × 1.44

Latest: FY2026

Profitability

Net Margin

27.7%

7.7% →27.7%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.19x

2.38x →1.19x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.44x

1.69x →1.44x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 16.7 pp over 5 years. Driven by net margin improving (7.7% → 27.7%), asset turnover declining (2.38x → 1.19x), leverage falling (1.69x → 1.44x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr7.7%2.381.6930.8%
FY20230Cr0Cr16.6%1.351.2026.8%
FY20240Cr0Cr21.3%1.471.1536.0%
FY20250Cr0Cr17.0%1.431.2029.3%
FY20260Cr0Cr27.7%1.191.4447.5%

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)

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

JSLL DuPont Analysis — ROE 47.5% | YieldIQ