DuPont Decomposition

Why does NCC earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

10.9% = 3.7% × 1.05 × 2.80

Latest: FY2025

Profitability

Net Margin

3.7%

4.1% →3.7%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.05x

0.30x →1.05x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.80x

2.68x →2.80x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 7.6 pp over 3 years. Driven by asset turnover improving (0.30x → 1.05x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr4.1%0.302.683.3%
FY20240Cr0Cr3.7%0.362.733.6%
FY20250Cr0Cr3.7%1.052.8010.9%

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.