DuPont Decomposition

Why does KNAGRI earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

10.5% = 2.1% × 3.91 × 1.26

Latest: FY2025

Profitability

Net Margin

2.1%

2.5% →2.1%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

3.91x

6.43x →3.91x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.26x

1.15x →1.26x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 8.0 pp over 4 years. Driven by asset turnover declining (6.43x → 3.91x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr2.5%6.431.1518.5%
FY20230Cr0Cr1.2%5.881.359.6%
FY20240Cr0Cr1.8%3.751.459.9%
FY20250Cr0Cr2.1%3.911.2610.5%

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.

KNAGRI DuPont Analysis — ROE 10.5% | YieldIQ