DuPont Decomposition

Why does NYKAA earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

13.9% = 2.0% × 2.17 × 3.21

Latest: FY2026

Profitability

Net Margin

2.0%

1.1% →2.0%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

2.17x

1.42x →2.17x

Revenue per ₹ of assets

Leverage

Equity Multiplier

3.21x

1.97x →3.21x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 10.8 pp over 5 years. Driven by asset turnover improving (1.42x → 2.17x), leverage rising (1.97x → 3.21x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr1.1%1.421.973.1%
FY20230Cr0Cr0.4%1.732.141.4%
FY20240Cr0Cr0.5%1.862.692.6%
FY20250Cr0Cr0.8%2.003.065.1%
FY20260Cr0Cr2.0%2.173.2113.9%

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.

NYKAA DuPont Analysis — ROE 13.9% | YieldIQ