DuPont Decomposition

Why does POLYPLEX earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

1.1% = 0.6% × 0.79 × 2.10

Latest: FY2026

Profitability

Net Margin

0.6%

8.6% →0.6%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.79x

0.91x →0.79x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.10x

2.18x →2.10x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 16.1 pp over 5 years. Driven by net margin declining (8.6% → 0.6%), asset turnover declining (0.91x → 0.79x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr8.6%0.912.1817.1%
FY20230Cr0Cr4.6%1.032.1210.0%
FY20240Cr0Cr0.6%0.852.121.1%
FY20250Cr0Cr3.0%0.862.135.6%
FY20260Cr0Cr0.6%0.792.101.1%

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.

POLYPLEX DuPont Analysis — ROE 1.1% | YieldIQ