DuPont Decomposition

Why does PENINLAND earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

-15.7% = -14.4% × 0.26 × 4.17

Latest: FY2025

Profitability

Net Margin

-14.4%

10.0% →-14.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.26x

0.81x →0.26x

Revenue per ₹ of assets

Leverage

Equity Multiplier

4.17x

69.37x →4.17x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 573.6 pp over 3 years. Driven by net margin declining (10.0% → -14.4%), asset turnover declining (0.81x → 0.26x), leverage falling (69.37x → 4.17x). High financial leverage (equity multiplier > 4x) amplifies returns but also risk.

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr10.0%0.8169.37558.0%
FY20240Cr0Cr23.1%0.564.0752.3%
FY20250Cr-0Cr-14.4%0.264.17-15.7%

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.

PENINLAND DuPont Analysis — ROE -15.7% | YieldIQ