DuPont Decomposition

Why does PENIND earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

11.9% = 3.8% × 1.02 × 3.05

Latest: FY2026

Profitability

Net Margin

3.8%

1.9% →3.8%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.02x

1.04x →1.02x

Revenue per ₹ of assets

Leverage

Equity Multiplier

3.05x

2.91x →3.05x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 6.2 pp over 5 years. Driven by net margin improving (1.9% → 3.8%).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr1.9%1.042.915.7%
FY20230Cr0Cr3.5%0.932.989.7%
FY20240Cr0Cr3.3%1.153.0111.2%
FY20250Cr0Cr3.7%1.092.9611.9%
FY20260Cr0Cr3.8%1.023.0511.9%

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.

PENIND DuPont Analysis — ROE 11.9% | YieldIQ