DuPont Decomposition

Why does VALIANTORG earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

4.4% = 4.5% × 0.60 × 1.62

Latest: FY2026

Profitability

Net Margin

4.5%

9.8% →4.5%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.60x

0.97x →0.60x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.62x

1.94x →1.62x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 14.1 pp over 5 years. Driven by net margin declining (9.8% → 4.5%), asset turnover declining (0.97x → 0.60x), leverage falling (1.94x → 1.62x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr9.8%0.971.9418.5%
FY20230Cr0Cr8.4%0.851.8012.8%
FY20240Cr-0Cr-1.2%0.581.71-1.1%
FY20250Cr-0Cr-0.5%0.611.63-0.5%
FY20260Cr0Cr4.5%0.601.624.4%

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.

VALIANTORG DuPont Analysis — ROE 4.4% | YieldIQ