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

22.1% = 21.1% × 0.67 × 1.57

Latest: FY2025

Profitability

Net Margin

21.1%

10.8% →21.1%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.67x

0.94x →0.67x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.57x

1.56x →1.57x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 6.2 pp over 3 years. Driven by net margin improving (10.8% → 21.1%), asset turnover declining (0.94x → 0.67x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr10.8%0.941.5615.8%
FY20240Cr0Cr17.0%0.761.6321.2%
FY20250Cr0Cr21.1%0.671.5722.1%

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.