DuPont Decomposition

Why does KFINTECH earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

23.6% = 31.2% × 0.61 × 1.24

Latest: FY2025

Profitability

Net Margin

31.2%

24.1% →31.2%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.61x

0.60x →0.61x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.24x

1.59x →1.24x

Assets funded by equity vs debt

Trend Analysis

ROE stable at ~24%. Driven by net margin improving (24.1% → 31.2%), leverage falling (1.59x → 1.24x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr24.1%0.601.5923.1%
FY20230Cr0Cr31.1%0.151.446.5%
FY20240Cr0Cr32.6%0.161.246.5%
FY20250Cr0Cr31.2%0.611.2423.6%

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.