DuPont Decomposition

Why does PHOENIXLTD earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

11.1% = 27.7% × 0.19 × 2.08

Latest: FY2026

Profitability

Net Margin

27.7%

18.1% →27.7%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.19x

0.10x →0.19x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.08x

2.18x →2.08x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 7.1 pp over 5 years. Driven by net margin improving (18.1% → 27.7%).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr18.1%0.102.184.1%
FY20230Cr0Cr51.3%0.152.1015.9%
FY20240Cr0Cr28.2%0.202.0311.6%
FY20250Cr0Cr25.8%0.182.069.4%
FY20260Cr0Cr27.7%0.192.0811.1%

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.

PHOENIXLTD DuPont Analysis — ROE 11.1% | YieldIQ