DuPont Decomposition

Why does PONNIERODE earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

3.6% = 5.4% × 0.62 × 1.09

Latest: FY2025

Profitability

Net Margin

5.4%

10.1% →5.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.62x

0.69x →0.62x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.09x

1.14x →1.09x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 4.3 pp over 4 years. Driven by net margin declining (10.1% → 5.4%).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr10.1%0.691.147.9%
FY20230Cr0Cr8.8%0.851.148.5%
FY20240Cr0Cr11.1%0.701.108.5%
FY20250Cr0Cr5.4%0.621.093.6%

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.

PONNIERODE DuPont Analysis — ROE 3.6% | YieldIQ