DuPont Decomposition

Why does TPLPLASTEH earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

16.0% = 6.8% × 1.42 × 1.66

Latest: FY2025

Profitability

Net Margin

6.8%

5.3% →6.8%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.42x

0.32x →1.42x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.66x

1.94x →1.66x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 12.7 pp over 3 years. Driven by net margin improving (5.3% → 6.8%), asset turnover improving (0.32x → 1.42x), leverage falling (1.94x → 1.66x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr5.3%0.321.943.3%
FY20240Cr0Cr7.3%0.361.784.7%
FY20250Cr0Cr6.8%1.421.6616.0%

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.