DuPont Decomposition

Why does PRIMO earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

0.9% = 0.6% × 0.75 × 1.90

Latest: FY2025

Profitability

Net Margin

0.6%

13.0% →0.6%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.75x

0.95x →0.75x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.90x

1.73x →1.90x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 20.5 pp over 4 years. Driven by net margin declining (13.0% → 0.6%), asset turnover declining (0.95x → 0.75x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr13.0%0.951.7321.4%
FY20230Cr0Cr19.4%0.971.7733.3%
FY20240Cr-0Cr-6.4%0.561.85-6.5%
FY20250Cr0Cr0.6%0.751.900.9%

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.

PRIMO DuPont Analysis — ROE 0.9% | YieldIQ