DuPont Decomposition

Why does PLAZACABLE earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

2.4% = 1.3% × 1.33 × 1.34

Latest: FY2025

Profitability

Net Margin

1.3%

3.4% →1.3%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.33x

1.70x →1.33x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.34x

2.29x →1.34x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 10.7 pp over 4 years. Driven by net margin declining (3.4% → 1.3%), asset turnover declining (1.70x → 1.33x), leverage falling (2.29x → 1.34x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr3.4%1.702.2913.1%
FY20230Cr0Cr4.0%1.632.1113.8%
FY20240Cr0Cr1.9%1.151.453.1%
FY20250Cr0Cr1.3%1.331.342.4%

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)

See DCF fair value for PLAZACABLE

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DuPont decomposition from audited annual financials. Factual analysis, not investment advice.