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

28.3% = 25.4% × 1.01 × 1.10

Latest: FY2025

Profitability

Net Margin

25.4%

16.6% →25.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.01x

1.45x →1.01x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.10x

1.41x →1.10x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 5.5 pp over 4 years. Driven by net margin improving (16.6% → 25.4%), asset turnover declining (1.45x → 1.01x), leverage falling (1.41x → 1.10x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr16.6%1.451.4133.8%
FY20230Cr0Cr17.4%1.771.2137.2%
FY20240Cr0Cr26.5%0.301.128.9%
FY20250Cr0Cr25.4%1.011.1028.3%

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.