DuPont Decomposition

Why does ROHLTD earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

19.1% = 14.8% × 0.59 × 2.18

Latest: FY2025

Profitability

Net Margin

14.8%

18.1% →14.8%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.59x

0.17x →0.59x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.18x

2.45x →2.18x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 11.5 pp over 3 years. Driven by net margin declining (18.1% → 14.8%), asset turnover improving (0.17x → 0.59x), leverage falling (2.45x → 2.18x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr18.1%0.172.457.6%
FY20240Cr0Cr21.9%0.162.468.8%
FY20250Cr0Cr14.8%0.592.1819.1%

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)

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