DuPont Decomposition

Why does TATAELXSI earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

27.4% = 21.1% × 1.04 × 1.25

Latest: FY2025

Profitability

Net Margin

21.1%

24.1% →21.1%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.04x

0.30x →1.04x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.25x

1.32x →1.25x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 17.8 pp over 3 years. Driven by net margin declining (24.1% → 21.1%), asset turnover improving (0.30x → 1.04x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr24.1%0.301.329.7%
FY20240Cr0Cr21.7%0.281.277.9%
FY20250Cr0Cr21.1%1.041.2527.4%

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.