DuPont Decomposition

Why does LFIC earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

6.1% = 50.8% × 0.11 × 1.04

Latest: FY2025

Profitability

Net Margin

50.8%

118.9% →50.8%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.11x

0.10x →0.11x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.04x

1.06x →1.04x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 6.1 pp over 4 years. Driven by net margin declining (118.9% → 50.8%).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr118.9%0.101.0612.1%
FY20230Cr0Cr18.7%0.061.051.2%
FY20240Cr0Cr123.4%0.141.0618.4%
FY20250Cr0Cr50.8%0.111.046.1%

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.