DuPont Decomposition

Why does KALYANKJIL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

14.9% = 2.9% × 1.65 × 3.15

Latest: FY2025

Profitability

Net Margin

2.9%

3.1% →2.9%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.65x

1.31x →1.65x

Revenue per ₹ of assets

Leverage

Equity Multiplier

3.15x

2.95x →3.15x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 3.0 pp over 3 years. Driven by asset turnover improving (1.31x → 1.65x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr3.1%1.312.9511.9%
FY20240Cr0Cr3.2%1.453.0614.2%
FY20250Cr0Cr2.9%1.653.1514.9%

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.