DuPont Decomposition

Why does PDMJEPAPER earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

14.0% = 11.6% × 0.88 × 1.37

Latest: FY2026

Profitability

Net Margin

11.6%

6.2% →11.6%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.88x

0.93x →0.88x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.37x

1.74x →1.37x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 3.9 pp over 5 years. Driven by net margin improving (6.2% → 11.6%), leverage falling (1.74x → 1.37x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr6.2%0.931.7410.1%
FY20230Cr0Cr7.8%1.211.5815.0%
FY20240Cr0Cr12.6%1.091.4519.9%
FY20250Cr0Cr11.8%1.061.3116.4%
FY20260Cr0Cr11.6%0.881.3714.0%

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)

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

PDMJEPAPER DuPont Analysis — ROE 14.0% | YieldIQ