DuPont Decomposition

Why does JWL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

13.8% = 9.7% × 0.98 × 1.44

Latest: FY2025

Profitability

Net Margin

9.7%

5.9% →9.7%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.98x

1.25x →0.98x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.44x

2.03x →1.44x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 1.2 pp over 3 years. Driven by net margin improving (5.9% → 9.7%), asset turnover declining (1.25x → 0.98x), leverage falling (2.03x → 1.44x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr5.9%1.252.0315.0%
FY20240Cr0Cr9.2%1.231.8220.5%
FY20250Cr0Cr9.7%0.981.4413.8%

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.

JWL DuPont Analysis — ROE 13.8% | YieldIQ