DuPont Decomposition

Why does VERANDA earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

11.0% = 21.9% × 0.26 × 1.91

Latest: FY2026

Profitability

Net Margin

21.9%

-78.4% →21.9%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.26x

0.20x →0.26x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.91x

4.95x →1.91x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 87.0 pp over 5 years. Driven by net margin improving (-78.4% → 21.9%), leverage falling (4.95x → 1.91x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr-0Cr-78.4%0.204.95-76.0%
FY20230Cr-0Cr-49.1%0.182.91-25.9%
FY20240Cr-0Cr-22.6%0.224.35-21.4%
FY20250Cr-0Cr-69.2%0.197.32-96.3%
FY20260Cr0Cr21.9%0.261.9111.0%

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)

See DCF fair value for VERANDA

Combine financial quality with intrinsic value.

See Fair Value →

DuPont decomposition from audited annual financials. Factual analysis, not investment advice.

VERANDA DuPont Analysis — ROE 11.0% | YieldIQ