DuPont Decomposition

Why does LANCORHOL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

2.4% = 2.5% × 0.45 × 2.15

Latest: FY2025

Profitability

Net Margin

2.5%

-16.5% →2.5%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.45x

0.31x →0.45x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.15x

2.54x →2.15x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 15.4 pp over 4 years. Driven by net margin improving (-16.5% → 2.5%), asset turnover improving (0.31x → 0.45x), leverage falling (2.54x → 2.15x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr-0Cr-16.5%0.312.54-13.0%
FY20230Cr-0Cr-0.3%0.372.34-0.3%
FY20240Cr0Cr4.9%0.432.344.9%
FY20250Cr0Cr2.5%0.452.152.4%

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.