DuPont Decomposition

Why does NPST earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

43.3% = 26.1% × 1.19 × 1.40

Latest: FY2025

Profitability

Net Margin

26.1%

7.8% →26.1%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.19x

0.63x →1.19x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.40x

1.37x →1.40x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 36.5 pp over 4 years. Driven by net margin improving (7.8% → 26.1%), asset turnover improving (0.63x → 1.19x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr7.8%0.631.376.8%
FY20230Cr0Cr16.0%0.961.4822.8%
FY20240Cr0Cr21.1%1.601.3646.0%
FY20250Cr0Cr26.1%1.191.4043.3%

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.