DuPont Decomposition

Why does VSSL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

9.6% = 7.0% × 1.07 × 1.28

Latest: FY2026

Profitability

Net Margin

7.0%

7.4% →7.0%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.07x

1.49x →1.07x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.28x

1.66x →1.28x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 8.6 pp over 5 years. Driven by asset turnover declining (1.49x → 1.07x), leverage falling (1.66x → 1.28x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr7.4%1.491.6618.1%
FY20230Cr0Cr5.8%1.671.6015.6%
FY20240Cr0Cr5.5%1.601.4512.7%
FY20250Cr0Cr5.3%1.551.4211.7%
FY20260Cr0Cr7.0%1.071.289.6%

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.

VSSL DuPont Analysis — ROE 9.6% | YieldIQ