DuPont Decomposition

Why does VINNY earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

1.1% = 0.7% × 1.00 × 1.50

Latest: FY2026

Profitability

Net Margin

0.7%

-4.1% →0.7%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.00x

1.91x →1.00x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.50x

2.25x →1.50x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 18.8 pp over 5 years. Driven by net margin improving (-4.1% → 0.7%), asset turnover declining (1.91x → 1.00x), leverage falling (2.25x → 1.50x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr-0Cr-4.1%1.912.25-17.7%
FY20230Cr0Cr2.3%1.672.268.7%
FY20240Cr0Cr3.2%1.692.1111.3%
FY20250Cr0Cr4.2%1.151.296.3%
FY20260Cr0Cr0.7%1.001.501.1%

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.

VINNY DuPont Analysis — ROE 1.1% | YieldIQ