DuPont Decomposition

Why does JTEKTINDIA earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

8.6% = 3.2% × 1.63 × 1.66

Latest: FY2025

Profitability

Net Margin

3.2%

4.9% →3.2%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.63x

0.49x →1.63x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.66x

1.53x →1.66x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 4.8 pp over 3 years. Driven by net margin declining (4.9% → 3.2%), asset turnover improving (0.49x → 1.63x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr4.9%0.491.533.7%
FY20240Cr0Cr5.4%0.501.554.2%
FY20250Cr0Cr3.2%1.631.668.6%

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.