DuPont Decomposition

Why does KANPRPLA earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

5.4% = 1.8% × 1.28 × 2.37

Latest: FY2025

Profitability

Net Margin

1.8%

6.6% →1.8%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.28x

0.27x →1.28x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.37x

2.26x →2.37x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 1.4 pp over 3 years. Driven by net margin declining (6.6% → 1.8%), asset turnover improving (0.27x → 1.28x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr6.6%0.272.264.0%
FY20240Cr0Cr2.1%0.322.651.8%
FY20250Cr0Cr1.8%1.282.375.4%

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.