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

16.4% = 11.9% × 1.06 × 1.31

Latest: FY2025

Profitability

Net Margin

11.9%

5.9% →11.9%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.06x

0.29x →1.06x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.31x

1.58x →1.31x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 13.7 pp over 3 years. Driven by net margin improving (5.9% → 11.9%), asset turnover improving (0.29x → 1.06x), leverage falling (1.58x → 1.31x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr5.9%0.291.582.7%
FY20240Cr0Cr18.2%0.291.457.6%
FY20250Cr0Cr11.9%1.061.3116.4%

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.