DuPont Decomposition

Why does NAHARINDUS earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

1.9% = 1.2% × 0.85 × 1.81

Latest: FY2025

Profitability

Net Margin

1.2%

7.9% →1.2%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.85x

1.08x →0.85x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.81x

2.04x →1.81x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 15.6 pp over 4 years. Driven by net margin declining (7.9% → 1.2%), asset turnover declining (1.08x → 0.85x), leverage falling (2.04x → 1.81x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr7.9%1.082.0417.5%
FY20230Cr0Cr4.5%1.301.428.2%
FY20240Cr0Cr0.7%0.881.711.0%
FY20250Cr0Cr1.2%0.851.811.9%

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.

NAHARINDUS DuPont Analysis — ROE 1.9% | YieldIQ