DuPont Decomposition

Why does JUBLFOOD earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

9.7% = 2.7% × 0.90 × 3.91

Latest: FY2025

Profitability

Net Margin

2.7%

2.3% →2.7%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.90x

0.24x →0.90x

Revenue per ₹ of assets

Leverage

Equity Multiplier

3.91x

2.64x →3.91x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 8.3 pp over 3 years. Driven by asset turnover improving (0.24x → 0.90x), leverage rising (2.64x → 3.91x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr2.3%0.242.641.4%
FY20240Cr0Cr13.2%0.193.749.6%
FY20250Cr0Cr2.7%0.903.919.7%

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.