DuPont Decomposition

Why does NATCAPSUQ earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

0.3% = 0.4% × 0.39 × 1.80

Latest: FY2025

Profitability

Net Margin

0.4%

10.7% →0.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.39x

0.79x →0.39x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.80x

1.98x →1.80x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 16.5 pp over 4 years. Driven by net margin declining (10.7% → 0.4%), asset turnover declining (0.79x → 0.39x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr10.7%0.791.9816.8%
FY20230Cr0Cr11.2%0.572.3415.0%
FY20240Cr0Cr3.7%0.401.852.7%
FY20250Cr0Cr0.4%0.391.800.3%

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.

NATCAPSUQ DuPont Analysis — ROE 0.3% | YieldIQ