DuPont Decomposition

Why does UNITEDPOLY earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

18.2% = 2.9% × 2.45 × 2.53

Latest: FY2025

Profitability

Net Margin

2.9%

1.4% →2.9%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

2.45x

3.12x →2.45x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.53x

3.81x →2.53x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 1.1 pp over 4 years. Driven by net margin improving (1.4% → 2.9%), asset turnover declining (3.12x → 2.45x), leverage falling (3.81x → 2.53x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr1.4%3.123.8117.1%
FY20230Cr0Cr0.8%3.303.118.6%
FY20240Cr0Cr0.7%3.743.058.3%
FY20250Cr0Cr2.9%2.452.5318.2%

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.