DuPont Decomposition

Why does NAVNETEDUL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

40.5% = 43.2% × 0.75 × 1.26

Latest: FY2025

Profitability

Net Margin

43.2%

12.1% →43.2%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.75x

1.02x →0.75x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.26x

1.44x →1.26x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 22.7 pp over 3 years. Driven by net margin improving (12.1% → 43.2%), asset turnover declining (1.02x → 0.75x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr12.1%1.021.4417.8%
FY20240Cr0Cr14.6%0.991.3519.4%
FY20250Cr0Cr43.2%0.751.2640.5%

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.