DuPont Decomposition

Why does TRANSWORLD earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

-11.1% = -13.7% × 0.48 × 1.69

Latest: FY2026

Profitability

Net Margin

-13.7%

39.4% →-13.7%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.48x

0.59x →0.48x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.69x

1.45x →1.69x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 44.7 pp over 5 years. Driven by net margin declining (39.4% → -13.7%), asset turnover declining (0.59x → 0.48x), leverage rising (1.45x → 1.69x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr39.4%0.591.4533.5%
FY20230Cr0Cr40.8%0.361.6624.1%
FY20240Cr-0Cr-18.1%0.231.63-6.7%
FY20250Cr0Cr4.3%0.541.503.5%
FY20260Cr-0Cr-13.7%0.481.69-11.1%

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.

TRANSWORLD DuPont Analysis — ROE -11.1% | YieldIQ