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% × 1.06 × 2.96

Latest: FY2025

Profitability

Net Margin

3.8%

3.5% →3.8%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.06x

0.93x →1.06x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.96x

2.98x →2.96x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 2.2 pp over 3 years. Driven by asset turnover improving (0.93x → 1.06x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr3.5%0.932.989.7%
FY20240Cr0Cr3.3%1.153.0111.2%
FY20250Cr0Cr3.8%1.062.9611.9%

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.