DuPont Decomposition

Why does VOLTAS earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

5.9% = 2.7% × 0.97 × 2.28

Latest: FY2026

Profitability

Net Margin

2.7%

6.4% →2.7%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.97x

0.80x →0.97x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.28x

1.77x →2.28x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 3.3 pp over 5 years. Driven by net margin declining (6.4% → 2.7%), asset turnover improving (0.80x → 0.97x), leverage rising (1.77x → 2.28x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr6.4%0.801.779.2%
FY20230Cr0Cr1.4%0.911.892.5%
FY20240Cr0Cr2.0%1.032.074.3%
FY20250Cr0Cr5.5%1.162.0212.9%
FY20260Cr0Cr2.7%0.972.285.9%

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.

VOLTAS DuPont Analysis — ROE 5.9% | YieldIQ