DuPont Decomposition

Why does LAMBODHARA earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

5.8% = 3.0% × 1.20 × 1.65

Latest: FY2025

Profitability

Net Margin

3.0%

8.7% →3.0%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.20x

1.15x →1.20x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.65x

1.73x →1.65x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 11.5 pp over 4 years. Driven by net margin declining (8.7% → 3.0%).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr8.7%1.151.7317.4%
FY20230Cr0Cr8.5%1.071.7716.2%
FY20240Cr0Cr2.4%1.011.744.2%
FY20250Cr0Cr3.0%1.201.655.8%

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)

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