DuPont Decomposition

Why does KRONOX earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

23.8% = 27.3% × 0.79 × 1.10

Latest: FY2026

Profitability

Net Margin

27.3%

16.6% →27.3%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.79x

1.45x →0.79x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.10x

1.41x →1.10x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 10.0 pp over 5 years. Driven by net margin improving (16.6% → 27.3%), asset turnover declining (1.45x → 0.79x), leverage falling (1.41x → 1.10x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr16.6%1.451.4133.8%
FY20230Cr0Cr17.4%1.771.2137.2%
FY20240Cr0Cr23.8%1.211.1232.2%
FY20250Cr0Cr25.4%1.011.1028.3%
FY20260Cr0Cr27.3%0.791.1023.8%

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)

See DCF fair value for KRONOX

Combine financial quality with intrinsic value.

See Fair Value →

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

KRONOX DuPont Analysis — ROE 23.8% | YieldIQ