DuPont Decomposition

Why does PFC earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

14.8% = 55.2% × 0.04 × 7.59

Latest: FY2025

Profitability

Net Margin

55.2%

30.6% →55.2%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.04x

0.02x →0.04x

Revenue per ₹ of assets

Leverage

Equity Multiplier

7.59x

8.00x →7.59x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 9.4 pp over 3 years. Driven by net margin improving (30.6% → 55.2%), leverage falling (8.00x → 7.59x). High financial leverage (equity multiplier > 4x) amplifies returns but also risk.

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr30.6%0.028.005.5%
FY20240Cr0Cr31.3%0.0210.277.5%
FY20250Cr0Cr55.2%0.047.5914.8%

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.

PFC DuPont Analysis — ROE 14.8% | YieldIQ