DuPont Decomposition

Why does NOVARTIND earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

11.4% = 26.3% × 0.36 × 1.20

Latest: FY2026

Profitability

Net Margin

26.3%

-1.0% →26.3%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.36x

0.40x →0.36x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.20x

1.38x →1.20x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 11.9 pp over 5 years. Driven by net margin improving (-1.0% → 26.3%).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr-0Cr-1.0%0.401.38-0.5%
FY20230Cr0Cr28.0%0.381.2713.3%
FY20240Cr0Cr25.5%0.361.2411.4%
FY20250Cr0Cr28.3%0.381.2112.8%
FY20260Cr0Cr26.3%0.361.2011.4%

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.

NOVARTIND DuPont Analysis — ROE 11.4% | YieldIQ