DuPont Decomposition

Why does VINATIORGA earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

14.5% = 18.1% × 0.68 × 1.17

Latest: FY2025

Profitability

Net Margin

18.1%

22.9% →18.1%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.68x

0.20x →0.68x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.17x

1.15x →1.17x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 9.3 pp over 3 years. Driven by net margin declining (22.9% → 18.1%), asset turnover improving (0.20x → 0.68x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr22.9%0.201.155.2%
FY20240Cr0Cr18.9%0.191.154.2%
FY20250Cr0Cr18.1%0.681.1714.5%

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.