DuPont Decomposition

Why does PODDARMENT earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

4.2% = 3.9% × 0.91 × 1.18

Latest: FY2026

Profitability

Net Margin

3.9%

7.3% →3.9%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.91x

0.83x →0.91x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.18x

1.11x →1.18x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 2.5 pp over 5 years. Driven by net margin declining (7.3% → 3.9%).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr7.3%0.831.116.7%
FY20230Cr0Cr8.1%1.021.139.3%
FY20240Cr0Cr7.9%0.941.128.3%
FY20250Cr0Cr6.2%0.891.146.3%
FY20260Cr0Cr3.9%0.911.184.2%

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 PODDARMENT

Combine financial quality with intrinsic value.

See Fair Value →

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

PODDARMENT DuPont Analysis — ROE 4.2% | YieldIQ