DuPont Decomposition

Why does VLSFINANCE earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

1.9% = 64.1% × 0.03 × 1.10

Latest: FY2025

Profitability

Net Margin

64.1%

75.5% →64.1%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.03x

0.03x →0.03x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.10x

1.19x →1.10x

Assets funded by equity vs debt

Trend Analysis

ROE stable at ~2%. Driven by net margin declining (75.5% → 64.1%).

Historical Decomposition

Last 2 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20240Cr0Cr75.5%0.031.192.5%
FY20250Cr0Cr64.1%0.031.101.9%

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)

See DCF fair value for VLSFINANCE

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DuPont decomposition from audited annual financials. Factual analysis, not investment advice.