DuPont Decomposition

Why does TVSSRICHAK earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

1.7% = 0.6% × 1.09 × 2.52

Latest: FY2025

Profitability

Net Margin

0.6%

3.3% →0.6%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.09x

0.28x →1.09x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.52x

2.37x →2.52x

Assets funded by equity vs debt

Trend Analysis

ROE stable at ~2%. Driven by net margin declining (3.3% → 0.6%), asset turnover improving (0.28x → 1.09x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr3.3%0.282.372.2%
FY20240Cr0Cr3.1%0.282.422.1%
FY20250Cr0Cr0.6%1.092.521.7%

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)

See DCF fair value for TVSSRICHAK

Combine financial quality with intrinsic value.

See Fair Value →

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