DuPont Decomposition

Why does NARMADA earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

7.3% = 6.2% × 0.99 × 1.19

Latest: FY2025

Profitability

Net Margin

6.2%

1.7% →6.2%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.99x

1.32x →0.99x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.19x

1.74x →1.19x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 3.3 pp over 4 years. Driven by net margin improving (1.7% → 6.2%), asset turnover declining (1.32x → 0.99x), leverage falling (1.74x → 1.19x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr1.7%1.321.744.0%
FY20230Cr0Cr1.3%1.831.724.1%
FY20240Cr0Cr2.0%1.801.656.0%
FY20250Cr0Cr6.2%0.991.197.3%

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.

NARMADA DuPont Analysis — ROE 7.3% | YieldIQ