DuPont Decomposition

Why does KARURVYSYA earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

17.8% = 35.8% × 0.05 × 9.68

Latest: FY2026

Profitability

Net Margin

35.8%

19.3% →35.8%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.05x

0.04x →0.05x

Revenue per ₹ of assets

Leverage

Equity Multiplier

9.68x

10.54x →9.68x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 8.9 pp over 5 years. Driven by net margin improving (19.3% → 35.8%), leverage falling (10.54x → 9.68x). High financial leverage (equity multiplier > 4x) amplifies returns but also risk.

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr19.3%0.0410.548.9%
FY20230Cr0Cr26.4%0.0510.5112.9%
FY20240Cr0Cr32.3%0.0510.5016.0%
FY20250Cr0Cr31.9%0.0510.0116.3%
FY20260Cr0Cr35.8%0.059.6817.8%

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.

KARURVYSYA DuPont Analysis — ROE 17.8% | YieldIQ