DuPont Decomposition

Why does NESTLEIND earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

80.0% = 16.0% × 1.65 × 3.04

Latest: FY2025

Profitability

Net Margin

16.0%

14.4% →16.0%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.65x

1.78x →1.65x

Revenue per ₹ of assets

Leverage

Equity Multiplier

3.04x

4.23x →3.04x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 28.9 pp over 4 years. Driven by net margin improving (14.4% → 16.0%), asset turnover declining (1.78x → 1.65x), leverage falling (4.23x → 3.04x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr14.4%1.784.23108.8%
FY20230Cr0Cr14.2%1.873.6597.2%
FY20240Cr0Cr17.7%0.503.1528.0%
FY20250Cr0Cr16.0%1.653.0480.0%

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.