DuPont Decomposition

Why does TEXMOPIPES earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

8.9% = 4.9% × 1.08 × 1.68

Latest: FY2025

Profitability

Net Margin

4.9%

2.6% →4.9%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.08x

1.55x →1.08x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.68x

1.50x →1.68x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 2.9 pp over 4 years. Driven by net margin improving (2.6% → 4.9%), asset turnover declining (1.55x → 1.08x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr2.6%1.551.506.0%
FY20230Cr-0Cr-11.2%2.081.64-38.4%
FY20240Cr0Cr0.9%1.541.762.4%
FY20250Cr0Cr4.9%1.081.688.9%

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.