DuPont Decomposition

Why does KIRLOSENG earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

16.0% = 7.8% × 0.60 × 3.43

Latest: FY2025

Profitability

Net Margin

7.8%

6.7% →7.8%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.60x

1.49x →0.60x

Revenue per ₹ of assets

Leverage

Equity Multiplier

3.43x

1.43x →3.43x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 1.8 pp over 3 years. Driven by net margin improving (6.7% → 7.8%), asset turnover declining (1.49x → 0.60x), leverage rising (1.43x → 3.43x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr6.7%1.491.4314.3%
FY20240Cr0Cr7.6%1.491.5016.9%
FY20250Cr0Cr7.8%0.603.4316.0%

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.