DuPont Decomposition

Why does POLICYBZR earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

9.2% = 9.9% × 0.78 × 1.19

Latest: FY2026

Profitability

Net Margin

9.9%

-58.5% →9.9%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.78x

0.24x →0.78x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.19x

1.09x →1.19x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 24.6 pp over 5 years. Driven by net margin improving (-58.5% → 9.9%), asset turnover improving (0.24x → 0.78x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr-0Cr-58.5%0.241.09-15.4%
FY20230Cr-0Cr-19.1%0.411.14-8.9%
FY20240Cr0Cr1.9%0.511.151.1%
FY20250Cr0Cr7.1%0.661.175.5%
FY20260Cr0Cr9.9%0.781.199.2%

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)

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

POLICYBZR DuPont Analysis — ROE 9.2% | YieldIQ