DuPont Decomposition

Why does NIPPOBATRY earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

26.3% = 26.5% × 0.65 × 1.53

Latest: FY2025

Profitability

Net Margin

26.5%

1.4% →26.5%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.65x

1.11x →0.65x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.53x

1.86x →1.53x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 23.4 pp over 4 years. Driven by net margin improving (1.4% → 26.5%), asset turnover declining (1.11x → 0.65x), leverage falling (1.86x → 1.53x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr1.4%1.111.862.9%
FY20230Cr-0Cr-1.0%1.111.97-2.2%
FY20240Cr0Cr1.5%1.072.193.5%
FY20250Cr0Cr26.5%0.651.5326.3%

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.