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

11.7% = 5.3% × 1.55 × 1.42

Latest: FY2025

Profitability

Net Margin

5.3%

3.2% →5.3%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.55x

0.41x →1.55x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.42x

1.60x →1.42x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 9.5 pp over 3 years. Driven by net margin improving (3.2% → 5.3%), asset turnover improving (0.41x → 1.55x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr3.2%0.411.602.1%
FY20240Cr0Cr7.5%0.421.454.6%
FY20250Cr0Cr5.3%1.551.4211.7%

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 VSSL

Combine financial quality with intrinsic value.

See Fair Value →

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