DuPont Decomposition

Why does NOVAAGRI earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

12.5% = 9.3% × 0.88 × 1.53

Latest: FY2025

Profitability

Net Margin

9.3%

7.4% →9.3%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.88x

1.16x →0.88x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.53x

3.71x →1.53x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 19.2 pp over 4 years. Driven by net margin improving (7.4% → 9.3%), asset turnover declining (1.16x → 0.88x), leverage falling (3.71x → 1.53x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr7.4%1.163.7131.7%
FY20230Cr0Cr9.7%1.162.8332.1%
FY20240Cr0Cr11.2%0.851.5414.7%
FY20250Cr0Cr9.3%0.881.5312.5%

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.

NOVAAGRI DuPont Analysis — ROE 12.5% | YieldIQ