DuPont Decomposition

Why does NATIONALUM earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

29.6% = 31.6% × 0.73 × 1.29

Latest: FY2025

Profitability

Net Margin

31.6%

21.0% →31.6%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.73x

0.80x →0.73x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.29x

1.39x →1.29x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 6.1 pp over 4 years. Driven by net margin improving (21.0% → 31.6%).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr21.0%0.801.3923.5%
FY20230Cr0Cr10.1%0.801.3410.9%
FY20240Cr0Cr15.2%0.681.3413.8%
FY20250Cr0Cr31.6%0.731.2929.6%

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.

NATIONALUM DuPont Analysis — ROE 29.6% | YieldIQ