DuPont Decomposition

Why does KALYANIFRG earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

9.3% = 3.5% × 1.02 × 2.57

Latest: FY2025

Profitability

Net Margin

3.5%

1.3% →3.5%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.02x

1.34x →1.02x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.57x

1.78x →2.57x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 6.2 pp over 4 years. Driven by net margin improving (1.3% → 3.5%), asset turnover declining (1.34x → 1.02x), leverage rising (1.78x → 2.57x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr1.3%1.341.783.0%
FY20230Cr-0Cr-0.1%1.472.32-0.2%
FY20240Cr0Cr1.9%1.152.505.5%
FY20250Cr0Cr3.5%1.022.579.3%

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)

See DCF fair value for KALYANIFRG

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