DuPont Decomposition

Why does TEMBO earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

24.1% = 7.3% × 1.22 × 2.72

Latest: FY2025

Profitability

Net Margin

7.3%

1.8% →7.3%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.22x

1.87x →1.22x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.72x

3.66x →2.72x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 11.5 pp over 4 years. Driven by net margin improving (1.8% → 7.3%), asset turnover declining (1.87x → 1.22x), leverage falling (3.66x → 2.72x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr1.8%1.873.6612.6%
FY20230Cr0Cr2.3%2.272.7514.5%
FY20240Cr0Cr3.3%2.642.4621.5%
FY20250Cr0Cr7.3%1.222.7224.1%

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)

See DCF fair value for TEMBO

Combine financial quality with intrinsic value.

See Fair Value →

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

TEMBO DuPont Analysis — ROE 24.1% | YieldIQ