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

2.9% = 0.4% × 2.04 × 3.38

Latest: FY2025

Profitability

Net Margin

0.4%

2.3% →0.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

2.04x

2.69x →2.04x

Revenue per ₹ of assets

Leverage

Equity Multiplier

3.38x

4.37x →3.38x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 23.5 pp over 4 years. Driven by net margin declining (2.2% → 0.4%), asset turnover declining (2.69x → 2.04x), leverage falling (4.37x → 3.38x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr2.3%2.694.3726.4%
FY20230Cr0Cr2.6%4.481.5417.8%
FY20240Cr0Cr1.8%2.042.8810.4%
FY20250Cr0Cr0.4%2.043.382.9%

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 2.9% | YieldIQ