DuPont Decomposition

Why does VEDL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

27.9% = 9.9% × 0.74 × 3.78

Latest: FY2025

Profitability

Net Margin

9.9%

7.3% →9.9%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.74x

0.74x →0.74x

Revenue per ₹ of assets

Leverage

Equity Multiplier

3.78x

4.98x →3.78x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 1.1 pp over 3 years. Driven by net margin improving (7.3% → 9.9%), leverage falling (4.98x → 3.78x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr7.3%0.744.9826.8%
FY20240Cr0Cr1.6%0.746.217.4%
FY20250Cr0Cr9.9%0.743.7827.9%

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.

VEDL DuPont Analysis — ROE 27.9% | YieldIQ