DuPont Decomposition

Why does LLOYDSENGG earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

15.5% = 12.3% × 0.85 × 1.49

Latest: FY2025

Profitability

Net Margin

12.3%

3.7% →12.3%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.85x

0.47x →0.85x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.49x

1.90x →1.49x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 12.2 pp over 3 years. Driven by net margin improving (3.7% → 12.3%), asset turnover improving (0.47x → 0.85x), leverage falling (1.90x → 1.49x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr3.7%0.471.903.3%
FY20240Cr0Cr11.3%0.331.395.1%
FY20250Cr0Cr12.3%0.851.4915.5%

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)

See DCF fair value for LLOYDSENGG

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DuPont decomposition from audited annual financials. Factual analysis, not investment advice.