DuPont Decomposition

Why does KPEL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

37.0% = 12.3% × 0.80 × 3.75

Latest: FY2025

Profitability

Net Margin

12.3%

7.3% →12.3%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.80x

0.73x →0.80x

Revenue per ₹ of assets

Leverage

Equity Multiplier

3.75x

3.16x →3.75x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 20.1 pp over 4 years. Driven by net margin improving (7.3% → 12.3%), leverage rising (3.16x → 3.75x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr7.3%0.733.1616.9%
FY20230Cr0Cr10.0%1.272.7134.5%
FY20240Cr0Cr12.3%0.763.3931.6%
FY20250Cr0Cr12.3%0.803.7537.0%

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)

See DCF fair value for KPEL

Combine financial quality with intrinsic value.

See Fair Value →

DuPont decomposition from audited annual financials. Factual analysis, not investment advice.