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

4.1% = 10.6% × 0.29 × 1.36

Latest: FY2026

Profitability

Net Margin

10.6%

0.5% →10.6%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.29x

0.31x →0.29x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.36x

1.68x →1.36x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 3.8 pp over 5 years. Driven by net margin improving (0.5% → 10.6%), leverage falling (1.68x → 1.36x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr0.5%0.311.680.3%
FY20230Cr0Cr3.9%0.281.641.8%
FY20240Cr0Cr6.8%0.211.972.8%
FY20250Cr0Cr12.1%0.232.196.0%
FY20260Cr0Cr10.6%0.291.364.1%

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)

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

THEINVEST DuPont Analysis — ROE 4.1% | YieldIQ