DuPont Decomposition

Why does KIRLOSIND earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

2.6% = 2.3% × 0.59 × 1.89

Latest: FY2026

Profitability

Net Margin

2.3%

5.2% →2.3%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.59x

0.55x →0.59x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.89x

2.91x →1.89x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 5.7 pp over 5 years. Driven by net margin declining (5.2% → 2.3%), leverage falling (2.91x → 1.89x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr5.2%0.552.918.3%
FY20230Cr0Cr3.4%0.852.326.7%
FY20240Cr0Cr3.2%0.641.964.0%
FY20250Cr0Cr2.3%0.571.852.4%
FY20260Cr0Cr2.3%0.591.892.6%

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.