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

18.7% = 4.5% × 0.99 × 4.17

Latest: FY2026

Profitability

Net Margin

4.5%

9.6% →4.5%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.99x

0.92x →0.99x

Revenue per ₹ of assets

Leverage

Equity Multiplier

4.17x

2.46x →4.17x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 2.9 pp over 5 years. Driven by net margin declining (9.6% → 4.5%), leverage rising (2.46x → 4.17x). High financial leverage (equity multiplier > 4x) amplifies returns but also risk.

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr9.6%0.922.4621.6%
FY20230Cr0Cr6.9%0.952.6417.3%
FY20240Cr0Cr7.2%0.693.7418.4%
FY20250Cr0Cr2.6%0.954.0610.0%
FY20260Cr0Cr4.5%0.994.1718.7%

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.

JUBLFOOD DuPont Analysis — ROE 18.7% | YieldIQ