DuPont Decomposition

Why does PPAP earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

12.7% = 7.6% × 0.76 × 2.17

Latest: FY2026

Profitability

Net Margin

7.6%

-0.2% →7.6%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.76x

0.83x →0.76x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.17x

1.64x →2.17x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 12.9 pp over 5 years. Driven by net margin improving (-0.2% → 7.6%), leverage rising (1.64x → 2.17x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr-0Cr-0.2%0.831.64-0.3%
FY20230Cr-0Cr-1.2%0.932.03-2.2%
FY20240Cr-0Cr-2.5%0.941.96-4.6%
FY20250Cr0Cr1.3%0.981.972.4%
FY20260Cr0Cr7.6%0.762.1712.7%

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.

PPAP DuPont Analysis — ROE 12.7% | YieldIQ