DuPont Decomposition

Why does KAMDHENU earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

19.2% = 8.1% × 2.03 × 1.16

Latest: FY2025

Profitability

Net Margin

8.1%

4.5% →8.1%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

2.03x

1.36x →2.03x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.16x

2.03x →1.16x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 7.0 pp over 4 years. Driven by net margin improving (4.5% → 8.1%), asset turnover improving (1.36x → 2.03x), leverage falling (2.03x → 1.16x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr4.5%1.362.0312.3%
FY20230Cr0Cr5.6%3.511.2524.6%
FY20240Cr0Cr6.9%2.551.2021.1%
FY20250Cr0Cr8.1%2.031.1619.2%

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 KAMDHENU

Combine financial quality with intrinsic value.

See Fair Value →

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

KAMDHENU DuPont Analysis — ROE 19.2% | YieldIQ