DuPont Decomposition

Why does VIPIND earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

-116.8% = -18.2% × 1.16 × 5.54

Latest: FY2026

Profitability

Net Margin

-18.2%

5.2% →-18.2%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.16x

1.05x →1.16x

Revenue per ₹ of assets

Leverage

Equity Multiplier

5.54x

2.20x →5.54x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 128.7 pp over 5 years. Driven by net margin declining (5.2% → -18.2%), asset turnover improving (1.05x → 1.16x), leverage rising (2.20x → 5.54x). High financial leverage (equity multiplier > 4x) amplifies returns but also risk.

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr5.2%1.052.2012.0%
FY20230Cr0Cr7.3%1.472.2123.7%
FY20240Cr0Cr2.4%1.083.058.0%
FY20250Cr-0Cr-3.2%1.173.01-11.2%
FY20260Cr-0Cr-18.2%1.165.54-116.8%

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.