DuPont Decomposition

Why does KCP earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

9.6% = 5.8% × 0.81 × 2.02

Latest: FY2025

Profitability

Net Margin

5.8%

8.9% →5.8%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.81x

0.88x →0.81x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.02x

2.02x →2.02x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 6.4 pp over 4 years. Driven by net margin declining (8.9% → 5.8%).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr8.9%0.882.0216.0%
FY20230Cr0Cr1.9%0.862.143.4%
FY20240Cr0Cr6.6%1.002.0113.4%
FY20250Cr0Cr5.8%0.812.029.6%

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.

KCP DuPont Analysis — ROE 9.6% | YieldIQ