DuPont Decomposition

Why does KMEW earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

22.6% = 24.8% × 0.50 × 1.81

Latest: FY2025

Profitability

Net Margin

24.8%

33.3% →24.8%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.50x

0.65x →0.50x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.81x

1.88x →1.81x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 18.2 pp over 4 years. Driven by net margin declining (33.3% → 24.8%), asset turnover declining (0.65x → 0.50x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr33.3%0.651.8840.9%
FY20230Cr0Cr23.3%0.961.5334.4%
FY20240Cr0Cr18.8%0.631.5218.0%
FY20250Cr0Cr24.8%0.501.8122.6%

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.