DuPont Decomposition

Why does NHPC earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

6.7% = 29.0% × 0.10 × 2.27

Latest: FY2025

Profitability

Net Margin

29.0%

35.5% →29.0%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.10x

0.02x →0.10x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.27x

2.33x →2.27x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 4.7 pp over 3 years. Driven by net margin declining (35.5% → 29.0%).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr35.5%0.022.331.9%
FY20240Cr0Cr32.4%0.022.411.6%
FY20250Cr0Cr29.0%0.102.276.7%

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)

See DCF fair value for NHPC

Combine financial quality with intrinsic value.

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DuPont decomposition from audited annual financials. Factual analysis, not investment advice.