DuPont Decomposition

Why does KIRLFER earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

8.6% = 4.5% × 1.02 × 1.85

Latest: FY2025

Profitability

Net Margin

4.5%

9.4% →4.5%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.02x

0.69x →1.02x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.85x

2.02x →1.85x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 4.6 pp over 4 years. Driven by net margin declining (9.4% → 4.5%), asset turnover improving (0.69x → 1.02x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr9.4%0.692.0213.2%
FY20230Cr0Cr7.5%1.061.8214.5%
FY20240Cr0Cr4.9%1.021.829.2%
FY20250Cr0Cr4.5%1.021.858.6%

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.

KIRLFER DuPont Analysis — ROE 8.6% | YieldIQ