DuPont Decomposition

Why does KSB earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

16.1% = 10.0% × 0.97 × 1.66

Latest: FY2026

Profitability

Net Margin

10.0%

10.7% →10.0%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.97x

0.29x →0.97x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.66x

1.60x →1.66x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 11.2 pp over 4 years. Driven by asset turnover improving (0.29x → 0.97x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr10.7%0.291.604.9%
FY20240Cr0Cr8.8%0.301.614.2%
FY20250Cr0Cr10.1%0.311.584.9%
FY20260Cr0Cr10.0%0.971.6616.1%

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.