DuPont Decomposition

Why does VETO earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

8.3% = 7.4% × 0.90 × 1.24

Latest: FY2025

Profitability

Net Margin

7.4%

7.5% →7.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.90x

0.86x →0.90x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.24x

1.45x →1.24x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 1.1 pp over 4 years. Driven by leverage falling (1.45x → 1.24x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr7.5%0.861.459.4%
FY20230Cr0Cr7.0%0.901.378.7%
FY20240Cr0Cr6.0%0.981.247.3%
FY20250Cr0Cr7.4%0.901.248.3%

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.