DuPont Decomposition

Why does TATACOMM earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

60.7% = 8.0% × 0.86 × 8.79

Latest: FY2025

Profitability

Net Margin

8.0%

7.2% →8.0%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.86x

0.22x →0.86x

Revenue per ₹ of assets

Leverage

Equity Multiplier

8.79x

13.54x →8.79x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 39.2 pp over 3 years. Driven by asset turnover improving (0.22x → 0.86x), leverage falling (13.54x → 8.79x). High financial leverage (equity multiplier > 4x) amplifies returns but also risk.

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr7.2%0.2213.5421.5%
FY20240Cr0Cr5.7%0.2313.7518.0%
FY20250Cr0Cr8.0%0.868.7960.7%

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.