DuPont Decomposition

Why does TRAVELFOOD earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

34.5% = 21.5% × 0.89 × 1.81

Latest: FY2025

Profitability

Net Margin

21.5%

1.3% →21.5%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.89x

0.37x →0.89x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.81x

2.58x →1.81x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 33.2 pp over 4 years. Driven by net margin improving (1.3% → 21.5%), asset turnover improving (0.37x → 0.89x), leverage falling (2.58x → 1.81x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr1.3%0.372.581.2%
FY20230Cr0Cr22.9%0.802.0337.2%
FY20240Cr0Cr20.6%0.821.9432.9%
FY20250Cr0Cr21.5%0.891.8134.5%

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.