DuPont Decomposition

Why does RUSTOMJEE earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

2.8% = 3.0% × 0.39 × 2.35

Latest: FY2026

Profitability

Net Margin

3.0%

11.2% →3.0%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.39x

0.32x →0.39x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.35x

4.16x →2.35x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 12.2 pp over 5 years. Driven by net margin declining (11.2% → 3.0%), leverage falling (4.16x → 2.35x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr11.2%0.324.1615.0%
FY20230Cr0Cr12.7%0.142.704.9%
FY20240Cr0Cr5.2%0.363.326.2%
FY20250Cr0Cr8.6%0.302.406.2%
FY20260Cr0Cr3.0%0.392.352.8%

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.

RUSTOMJEE DuPont Analysis — ROE 2.8% | YieldIQ