DuPont Decomposition

Why does PETRONET earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

20.0% = 7.8% × 1.86 × 1.37

Latest: FY2025

Profitability

Net Margin

7.8%

4.7% →7.8%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.86x

0.61x →1.86x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.37x

1.49x →1.37x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 15.8 pp over 3 years. Driven by net margin improving (4.7% → 7.8%), asset turnover improving (0.61x → 1.86x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr4.7%0.611.494.2%
FY20240Cr0Cr5.5%0.541.474.4%
FY20250Cr0Cr7.8%1.861.3720.0%

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.