DuPont Decomposition

Why does PPLPHARMA earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

1.1% = 1.0% × 0.58 × 1.93

Latest: FY2025

Profitability

Net Margin

1.0%

5.8% →1.0%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.58x

0.51x →0.58x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.93x

1.91x →1.93x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 4.5 pp over 4 years. Driven by net margin declining (5.8% → 1.0%).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr5.8%0.511.915.6%
FY20230Cr0Cr2.3%0.152.140.7%
FY20240Cr0Cr4.0%0.171.941.3%
FY20250Cr0Cr1.0%0.581.931.1%

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)

See DCF fair value for PPLPHARMA

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