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

3.4% = 3.0% × 0.86 × 1.29

Latest: FY2025

Profitability

Net Margin

3.0%

1.2% →3.0%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.86x

0.23x →0.86x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.29x

2.12x →1.29x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 2.8 pp over 3 years. Driven by net margin improving (1.2% → 3.0%), asset turnover improving (0.23x → 0.86x), leverage falling (2.12x → 1.29x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr1.2%0.232.120.6%
FY20240Cr0Cr1.9%0.232.120.9%
FY20250Cr0Cr3.0%0.861.293.4%

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)

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