DuPont Decomposition

Why does NLCINDIA earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

11.9% = 17.1% × 0.26 × 2.64

Latest: FY2025

Profitability

Net Margin

17.1%

16.3% →17.1%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.26x

0.10x →0.26x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.64x

3.50x →2.64x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 6.4 pp over 3 years. Driven by asset turnover improving (0.10x → 0.26x), leverage falling (3.50x → 2.64x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr16.3%0.103.505.5%
FY20240Cr0Cr3.2%0.063.320.7%
FY20250Cr0Cr17.1%0.262.6411.9%

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.