DuPont Decomposition

Why does UFLEX earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

3.9% = 2.1% × 0.68 × 2.73

Latest: FY2026

Profitability

Net Margin

2.1%

8.5% →2.1%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.68x

0.90x →0.68x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.73x

2.16x →2.73x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 12.5 pp over 5 years. Driven by net margin declining (8.5% → 2.1%), asset turnover declining (0.90x → 0.68x), leverage rising (2.16x → 2.73x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr8.5%0.902.1616.4%
FY20230Cr0Cr3.3%0.882.196.4%
FY20240Cr-0Cr-5.2%0.762.40-9.6%
FY20250Cr0Cr1.0%0.762.631.9%
FY20260Cr0Cr2.1%0.682.733.9%

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.

UFLEX DuPont Analysis — ROE 3.9% | YieldIQ