DuPont Decomposition

Why does NEWGEN earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

20.8% = 21.2% × 0.73 × 1.35

Latest: FY2025

Profitability

Net Margin

21.2%

26.9% →21.2%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.73x

0.23x →0.73x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.35x

1.32x →1.35x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 12.5 pp over 3 years. Driven by net margin declining (26.9% → 21.2%), asset turnover improving (0.23x → 0.73x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr26.9%0.231.328.3%
FY20240Cr0Cr28.1%0.221.388.6%
FY20250Cr0Cr21.2%0.731.3520.8%

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.