DuPont Decomposition

Why does NELCAST earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

6.7% = 3.0% × 1.07 × 2.10

Latest: FY2025

Profitability

Net Margin

3.0%

2.4% →3.0%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.07x

1.23x →1.07x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.10x

2.20x →2.10x

Assets funded by equity vs debt

Trend Analysis

ROE stable at ~7%. Driven by asset turnover declining (1.23x → 1.07x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr2.4%1.232.206.3%
FY20240Cr0Cr4.3%1.122.1810.5%
FY20250Cr0Cr3.0%1.072.106.7%

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.

NELCAST DuPont Analysis — ROE 6.7% | YieldIQ