DuPont Decomposition

Why does LEMONTREE earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

16.9% = 16.4% × 0.29 × 3.51

Latest: FY2025

Profitability

Net Margin

16.4%

-22.7% →16.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.29x

0.11x →0.29x

Revenue per ₹ of assets

Leverage

Equity Multiplier

3.51x

4.37x →3.51x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 27.4 pp over 4 years. Driven by net margin improving (-22.7% → 16.4%), asset turnover improving (0.11x → 0.29x), leverage falling (4.37x → 3.51x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr-0Cr-22.7%0.114.37-10.5%
FY20230Cr0Cr13.7%0.224.3713.4%
FY20240Cr0Cr14.7%0.254.1715.4%
FY20250Cr0Cr16.4%0.293.5116.9%

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.

LEMONTREE DuPont Analysis — ROE 16.9% | YieldIQ