DuPont Decomposition

Why does VASCONEQ earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

11.9% = 12.1% × 0.50 × 1.95

Latest: FY2025

Profitability

Net Margin

12.1%

15.2% →12.1%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.50x

0.20x →0.50x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.95x

1.81x →1.95x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 6.4 pp over 3 years. Driven by net margin declining (15.2% → 12.1%), asset turnover improving (0.20x → 0.50x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr15.2%0.201.815.4%
FY20240Cr0Cr5.0%0.181.901.7%
FY20250Cr0Cr12.1%0.501.9511.9%

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.