DuPont Decomposition

Why does VASWANI earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

6.3% = 2.1% × 1.14 × 2.63

Latest: FY2025

Profitability

Net Margin

2.1%

1.2% →2.1%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.14x

1.73x →1.14x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.63x

2.03x →2.63x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 2.1 pp over 4 years. Driven by asset turnover declining (1.73x → 1.14x), leverage rising (2.03x → 2.63x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr1.2%1.732.034.1%
FY20230Cr0Cr1.5%1.951.795.3%
FY20240Cr0Cr2.3%2.061.557.4%
FY20250Cr0Cr2.1%1.142.636.3%

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.

VASWANI DuPont Analysis — ROE 6.3% | YieldIQ