DuPont Decomposition

Why does KANORICHEM earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

-16.4% = -5.5% × 1.01 × 2.94

Latest: FY2025

Profitability

Net Margin

-5.5%

0.5% →-5.5%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.01x

0.97x →1.01x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.94x

2.33x →2.94x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 17.5 pp over 4 years. Driven by net margin declining (0.5% → -5.5%), leverage rising (2.33x → 2.94x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr0.5%0.972.331.1%
FY20230Cr-0Cr-0.6%1.062.44-1.4%
FY20240Cr-0Cr-2.6%0.982.41-6.2%
FY20250Cr-0Cr-5.5%1.012.94-16.4%

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.