DuPont Decomposition

Why does TATAPOWER earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

9.5% = 6.0% × 0.36 × 4.44

Latest: FY2026

Profitability

Net Margin

6.0%

4.2% →6.0%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.36x

0.37x →0.36x

Revenue per ₹ of assets

Leverage

Equity Multiplier

4.44x

5.03x →4.44x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 1.7 pp over 5 years. Driven by net margin improving (4.2% → 6.0%), leverage falling (5.03x → 4.44x). High financial leverage (equity multiplier > 4x) amplifies returns but also risk.

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr4.2%0.375.037.8%
FY20230Cr0Cr6.2%0.424.4611.6%
FY20240Cr0Cr6.1%0.434.3111.4%
FY20250Cr0Cr6.1%0.424.3711.1%
FY20260Cr0Cr6.0%0.364.449.5%

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.

TATAPOWER DuPont Analysis — ROE 9.5% | YieldIQ