DuPont Decomposition

Why does LTFOODS earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

15.7% = 7.0% × 1.16 × 1.93

Latest: FY2025

Profitability

Net Margin

7.0%

7.2% →7.0%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.16x

0.34x →1.16x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.93x

1.93x →1.93x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 10.9 pp over 3 years. Driven by asset turnover improving (0.34x → 1.16x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr7.2%0.341.934.8%
FY20240Cr0Cr7.2%0.341.794.5%
FY20250Cr0Cr7.0%1.161.9315.7%

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.