DuPont Decomposition

Why does LANDMARK earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

6.4% = 0.8% × 2.47 × 3.39

Latest: FY2026

Profitability

Net Margin

0.8%

2.3% →0.8%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

2.47x

2.69x →2.47x

Revenue per ₹ of assets

Leverage

Equity Multiplier

3.39x

4.40x →3.39x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 20.1 pp over 5 years. Driven by net margin declining (2.2% → 0.8%), asset turnover declining (2.69x → 2.47x), leverage falling (4.40x → 3.39x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr2.3%2.694.4026.5%
FY20230Cr0Cr2.6%2.612.6818.0%
FY20240Cr0Cr1.8%2.042.8810.4%
FY20250Cr0Cr0.4%2.133.412.9%
FY20260Cr0Cr0.8%2.473.396.4%

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.

LANDMARK DuPont Analysis — ROE 6.4% | YieldIQ