DuPont Decomposition

Why does PAISALO earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

13.0% = 26.0% × 0.15 × 3.42

Latest: FY2025

Profitability

Net Margin

26.0%

17.5% →26.0%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.15x

0.04x →0.15x

Revenue per ₹ of assets

Leverage

Equity Multiplier

3.42x

2.88x →3.42x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 11.3 pp over 3 years. Driven by net margin improving (17.5% → 26.0%), asset turnover improving (0.04x → 0.15x), leverage rising (2.88x → 3.42x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr17.5%0.042.881.8%
FY20240Cr0Cr19.7%0.052.972.7%
FY20250Cr0Cr26.0%0.153.4213.0%

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)

See DCF fair value for PAISALO

Combine financial quality with intrinsic value.

See Fair Value →

DuPont decomposition from audited annual financials. Factual analysis, not investment advice.