DuPont Decomposition

Why does NIITLTD earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

4.3% = 12.9% × 0.30 × 1.12

Latest: FY2025

Profitability

Net Margin

12.9%

90.3% →12.9%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.30x

0.12x →0.30x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.12x

1.39x →1.12x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 10.6 pp over 4 years. Driven by net margin declining (90.3% → 12.9%), asset turnover improving (0.12x → 0.30x), leverage falling (1.39x → 1.12x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr90.3%0.121.3914.9%
FY20230Cr0Cr0.9%0.301.140.3%
FY20240Cr0Cr12.6%0.261.133.7%
FY20250Cr0Cr12.9%0.301.124.3%

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)

See DCF fair value for NIITLTD

Combine financial quality with intrinsic value.

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