DuPont Decomposition

Why does KEYFINSERV earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

10.5% = 64.1% × 0.15 × 1.10

Latest: FY2025

Profitability

Net Margin

64.1%

92.2% →64.1%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.15x

0.13x →0.15x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.10x

1.38x →1.10x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 5.4 pp over 4 years. Driven by net margin declining (92.2% → 64.1%), leverage falling (1.38x → 1.10x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr92.2%0.131.3815.9%
FY20230Cr-0Cr-11.2%0.131.12-1.7%
FY20240Cr0Cr79.1%0.241.1321.6%
FY20250Cr0Cr64.1%0.151.1010.5%

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.