DuPont Decomposition

Why does KNRCON earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

8.8% = 16.2% × 0.33 × 1.63

Latest: FY2026

Profitability

Net Margin

16.2%

11.5% →16.2%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.33x

0.63x →0.33x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.63x

2.26x →1.63x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 7.6 pp over 5 years. Driven by net margin improving (11.5% → 16.2%), asset turnover declining (0.63x → 0.33x), leverage falling (2.26x → 1.63x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr11.5%0.632.2616.4%
FY20230Cr0Cr12.1%0.871.5616.5%
FY20240Cr0Cr17.6%0.761.6321.9%
FY20250Cr0Cr21.1%0.671.5722.1%
FY20260Cr0Cr16.2%0.331.638.8%

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.

KNRCON DuPont Analysis — ROE 8.8% | YieldIQ