DuPont Decomposition

Why does PCBL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

4.9% = 2.4% × 0.73 × 2.82

Latest: FY2026

Profitability

Net Margin

2.4%

9.6% →2.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.73x

0.92x →0.73x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.82x

1.83x →2.82x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 11.4 pp over 5 years. Driven by net margin declining (9.6% → 2.4%), asset turnover declining (0.92x → 0.73x), leverage rising (1.83x → 2.82x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr9.6%0.921.8316.3%
FY20230Cr0Cr7.7%1.061.9215.6%
FY20240Cr0Cr7.7%0.573.4815.1%
FY20250Cr0Cr5.2%0.723.1711.8%
FY20260Cr0Cr2.4%0.732.824.9%

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.

PCBL DuPont Analysis — ROE 4.9% | YieldIQ