DuPont Decomposition

Why does KUANTUM earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

9.5% = 10.5% × 0.52 × 1.74

Latest: FY2025

Profitability

Net Margin

10.5%

18.9% →10.5%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.52x

0.20x →0.52x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.74x

1.75x →1.74x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 2.8 pp over 3 years. Driven by net margin declining (18.9% → 10.5%), asset turnover improving (0.20x → 0.52x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr18.9%0.201.756.7%
FY20240Cr0Cr11.3%0.161.683.0%
FY20250Cr0Cr10.5%0.521.749.5%

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.