DuPont Decomposition

Why does PODDARHOUS earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

-54.1% = -76.4% × 0.08 × 8.78

Latest: FY2024

Profitability

Net Margin

-76.4%

-180.3% →-76.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.08x

0.04x →0.08x

Revenue per ₹ of assets

Leverage

Equity Multiplier

8.78x

6.61x →8.78x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 10.6 pp over 2 years. Driven by net margin improving (-180.3% → -76.4%), leverage rising (6.61x → 8.78x). High financial leverage (equity multiplier > 4x) amplifies returns but also risk.

Historical Decomposition

Last 2 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr-0Cr-180.3%0.046.61-43.6%
FY20240Cr-0Cr-76.4%0.088.78-54.1%

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.

PODDARHOUS DuPont Analysis — ROE -54.1% | YieldIQ