DuPont Decomposition

Why does THEINVEST earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

5.7% = 12.6% × 0.22 × 2.05

Latest: FY2025

Profitability

Net Margin

12.6%

28.1% →12.6%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.22x

0.03x →0.22x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.05x

1.14x →2.05x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 4.7 pp over 3 years. Driven by net margin declining (28.1% → 12.6%), asset turnover improving (0.03x → 0.22x), leverage rising (1.14x → 2.05x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr28.1%0.031.140.9%
FY20240Cr0Cr5.3%0.071.970.7%
FY20250Cr0Cr12.6%0.222.055.7%

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.