DuPont Decomposition

Why does UBL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

10.1% = 5.1% × 1.05 × 1.88

Latest: FY2025

Profitability

Net Margin

5.1%

0.2% →5.1%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.05x

0.65x →1.05x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.88x

1.58x →1.88x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 9.9 pp over 3 years. Driven by net margin improving (0.2% → 5.1%), asset turnover improving (0.65x → 1.05x), leverage rising (1.58x → 1.88x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr0.2%0.651.580.3%
FY20240Cr0Cr1.7%0.681.691.9%
FY20250Cr0Cr5.1%1.051.8810.1%

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.