DuPont Decomposition

Why does ORCHPHARMA earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

1.6% = 2.5% × 0.42 × 1.48

Latest: FY2026

Profitability

Net Margin

2.5%

-0.3% →2.5%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.42x

0.50x →0.42x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.48x

1.72x →1.48x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 1.9 pp over 5 years. Driven by net margin improving (-0.3% → 2.5%), leverage falling (1.72x → 1.48x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr-0Cr-0.3%0.501.72-0.3%
FY20230Cr0Cr7.0%0.541.786.7%
FY20240Cr0Cr11.3%0.531.337.9%
FY20250Cr0Cr10.8%0.551.337.9%
FY20260Cr0Cr2.5%0.421.481.6%

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.

ORCHPHARMA DuPont Analysis — ROE 1.6% | YieldIQ