DuPont Decomposition

Why does NESCO earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

14.3% = 51.3% × 0.24 × 1.15

Latest: FY2025

Profitability

Net Margin

51.3%

54.0% →51.3%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.24x

0.07x →0.24x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.15x

1.15x →1.15x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 9.9 pp over 3 years. Driven by net margin declining (54.0% → 51.3%), asset turnover improving (0.07x → 0.24x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr54.0%0.071.154.3%
FY20240Cr0Cr55.6%0.071.154.6%
FY20250Cr0Cr51.3%0.241.1514.3%

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.

NESCO DuPont Analysis — ROE 14.3% | YieldIQ