DuPont Decomposition

Why does VHLTD earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

31.9% = 62.6% × 0.40 × 1.28

Latest: FY2025

Profitability

Net Margin

62.6%

1.8% →62.6%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.40x

0.40x →0.40x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.28x

4.89x →1.28x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 28.3 pp over 2 years. Driven by net margin improving (1.8% → 62.6%), leverage falling (4.89x → 1.28x).

Historical Decomposition

Last 2 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20240Cr0Cr1.8%0.404.893.6%
FY20250Cr0Cr62.6%0.401.2831.9%

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.

VHLTD DuPont Analysis — ROE 31.9% | YieldIQ